Current Client Support
Support for Businesses

MoFi’s business consultants and professional staff provide one-on-one consulting and free and low-cost training opportunities.

Consulting topics include:

  • Reviewing and understanding financial statements
  • Identifying and targeting new markets
  • Preparing for a bank refinance or new loan
  • Strategizing for business growth
Payment Information

With MoFi, payments are simplified. Though statements are sent to you by mail each month, our clients are required to use convenient, automatic, ACH payments. If you have any questions or are unable to make payments, please contact our office at 406-728-9234.

 

Loan Questions

If you have any questions about your loan, or if MoFi can assist you with any aspects of your business, please give us a call at 406-728-9234. We’re always here to get you the answers you need.

 

Business Financials

MoFi requires that loan clients submit business financials on an ongoing basis. These include a profit and loss, and balance sheet. To make the process a bit easier, step-by-step instructions on how to pull the right financial reports from QuickBooks are below.

Your financials may be submitted by:

  • Mail: 229 E Main Street, Missoula, MT 59802
  • Fax: 406-542-6671
  • E-mail: myfinancials@mofi.org

Please call us at 406-728-9234 with any questions. We’re always happy to help you.

Annual Review

To see how you’re doing and to see what we can do to help you do even better, a MoFi employee stops by your business once a year for a scheduled review. Around that time, we also review your taxes, business and personal financials, and your annual impacts, which can all be submitted by:

  • Mail: 229 E Main Street, Missoula, MT 59802
  • Fax: 406-542-6671
  • E-mail: myfinancials@mofi.org