Professional Services
Consultative, accounting and financial services for your organization!

Concierge Lending
We provide comprehensive, tailored lending services for both U.S.-based and international real estate and business projects, offering expert guidance in capital structuring, and financial readiness assessments. Our solutions include clearly defined lending criteria, robust financial modeling, and investor-focused business plans designed to position clients for successful capital acquisition. These services are grounded in lending customization, regulatory awareness, and strategic insight to support informed, financeable deals.

Consulting
We provide premier financial, accounting, and operational strategy consulting to distinguished organizations across the United States, applying deep subject-matter expertise to optimize cash flow, strengthen compliance, enhance operational efficiency, and support sustainable growth. Our clientele includes Fortune 50 corporations and prominent institutions in both the for-profit and nonprofit sectors, for whom we deliver customized solutions in financial planning, reporting, audit, and process optimization.

Financial & Accounting
We offer comprehensive financial and accounting services designed to support the full spectrum of organizational needs—from day-to-day bookkeeping to advanced financial reporting and data analytics. Our expertise includes general ledger management, financial reporting, budgeting and forecasting, reconciliations, audit preparation, and KPI development. Each service is tailored to provide clarity, ensure compliance, and empower informed decision-making across both operational and strategic levels.

Planning & Analytics
We provide comprehensive business planning and feasibility services, delivering fully developed business plans, detailed feasibility studies, professionally designed pitch decks, and ROI-focused investment advisory. Our services encompass in-depth market research, financial modeling, competitive and operational analysis, and alignment with capital acquisition and funding strategies. Each deliverable is carefully tailored to meet the expectations of lenders, investors, and key stakeholders—presenting a compelling, data-driven case for project viability, scalability, and long-term return on investment.