Business and Banking Concierge, LLC
An independent advocate for new and existing businesses of all sizes to help establish strategic banking and other vendor relationships. (See Products & Services below)
- Phone: 281.413.6266
- Cell phone: 281.413.6266
- MCABW Member: Goertz, Natalie Saikowski
- Business and Banking Concierge
- This email address is being protected from spambots. You need JavaScript enabled to view it.
Products and Services
Business and Banking Concierge, LLC is an independent advocate for new and existing businesses of all sizes to help establish strategic banking and other vendor relationships. Our goal is to maximize cash flow, reduce expenses and enhance productivity while managing risk exposure. Our personalized services include the following.
Bank Relationship Review of 5 Key Functions – Account Structure, Cash Flow Cycle, Internal Controls, Fraud Prevention Services and Risk Exposure Management
Bank Selection Process – Research and intimately interview banks of interest while comparing accounts, services offered and pricing
Business Strategy Solutions – Examples may include learning how to get involved in the community and meeting your target market, writing employee job descriptions, writing internal policies and procedures, creating and/or updating employee handbook, learning how to consistently host a team or companywide meeting and more
Insurance Administration – Organize all commercial policies, analyze existing policies and provide cost savings proposal, perform annual risk assessment and facilitate annual renewals
Loan Requests – Identify lender or lenders to entertain category of loan request
Fraud Disputes to Recuperate Lost Funds – Assist with process to have disputed funds returned to you
Merchant Processing – Analyze merchant statements and provide cost savings proposal through independent merchant processing companies
Lockbox Solutions – Expedite collection of receivables and maximize funds availability
Think Natalie… Think Strategy!