Who Are We

Concierge of Small Biz (CSB) helps startups and growing businesses drive revenue, improve efficiency, and discover new opportunities. We’re your strategic business concierge, providing the tailored solutions & partnerships you need to succeed. Consider us your business power source that helps you navigate obstacles, seize growth, and scale with purpose. Together, we'll propel your business to new heights, rewriting your success story by transforming goals into reality. Your triumph is our priority.

what we do best

Our expert services are designed to meet you exactly where you are. We tackle your most pressing challenges and activate growth through intentional strategy and hands-on execution. 96% of our clients report measurable revenue growth and increased clarity within just 90 days of implementation. We’re proud to serve a growing community of clients both domestically and internationally, and we don't plan on slowing down.

Strategic Growth Planning

We create tailored roadmaps and growth strategies that align with your long-term vision and current stage; whether you're building from scratch or scaling fast.

Implementation Solutions

No more stalled ideas. We help you implement systems, processes, and campaigns (done with you or done for you) so you stay focused on leading, not juggling.

OPERATIONS OPTIMIZATION

From broken back-office processes to unclear team roles, we help you streamline your internal operations. Together, we’ll document workflows, implement structure, and create systems that help your business run like a well-oiled machine.

Brand Awareness Development

Build a Magnetic Brand! We help you craft a magnetic brand and elevate your marketing to attract the right customers and partners.

Systems & Tech Infrastructure

We help you evaluate, integrate, and optimize the right tools and systems to power your growth. From CRM setups and automation to project management & on, we build the tech foundation that supports efficiency, scale, and strategic decision-making.

Funding & Capital Readiness

Preparing your business to attract and secure funding with clarity and confidence. Whether you’re seeking grants, loans, lines of credit, or investor capital, we help you build the financial story, documents, and strategy that make funding decisions easy. For established businesses, we create tailored capital plans to support growth, expansion, or reinvestment.

CUSTOMER EXPERIENCE ENHANCEMENT

Your customers’ experience defines your reputation. We map/evaluate the full customer journey from first contact to long-term loyalty and design enhancements that build trust, elevate service, and drive repeat business. Whether you’re onboarding clients or engaging new leads, we help you create moments + offers that matter.

PARTNERSHIP STRATEGY & INTRODUCTIONS

We help you identify, source, and secure high-impact partnerships that align with your business goals. From brand collaborations and affiliate programs to funders, vendors, and distribution partners; we make warm introductions that accelerate your growth. With our trusted network and strategy-first approach, you’ll gain access to people and opportunities that move your vision forward.

Testimonials

We don't want you to just take our word for our service excellence, here's what our clients have to say.

CSB has been an huge asset in helping us navigate the complexities of scaling. Julia and her team crafted a customized approach that empowered our internal operations, set clear productivity standards, and strengthened our company culture. As a result, we’ve experienced measurable growth beyond what we thought possible.

Gina, New York

I can't say enough great things about The Concierge of Small Biz! From start to finish, their team made every step of running my small business feel effortless. attention to detail and personalized approach are unmatched.  They were always quick to respond with thoughtful solutions. I finally feel like I have a partner who genuinely cares about my business thriving, not just surviving.

Devron, Atlanta

The Concierge of Small Biz is truly more than a consulting firm, they became a true extension of our team. Julia’s strategic guidance and unwavering commitment played a key role in helping us overcome critical roadblocks and secure $150,000 in funding, allowing us to successfully expand our robotics build when we were in a pinch.

GEORGE, TEXAS

Let’s Spark Your Next Big Move!

From unlocking funding to streamlining systems and boosting profitability, CSB has helped entrepreneurs turn ambition into action. Our proven strategies and hands-on execution have delivered real results for businesses across industries. Ready to transform your biggest challenges into your greatest wins? Book your Spark Session now and let’s build what’s next, together.

Coming Soon:

the CONCIERGE app

Exciting news! CSB is thrilled to announce the upcoming launch of our mobile app, designed to revolutionize the way small businesses access resources, connect with peers, and grow their ventures. Stay tuned for a powerful tool that puts invaluable business insights and networking opportunities right at your fingertips.