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Our Mission

At the heart of our mission, we recognize that small and mid-sized businesses are the vital pulse of our communities. At Concierge of Small Biz LLC (CSB), we’re dedicated to energizing these businesses with comprehensive support in operations, funding, advisory, and protection. We aim to magnify their influence, fostering resilient and prosperous communities through their growth and success.

We are committed to empowering over 500,000 business owners, channeling $20 million in funding to fuel their ventures. This isn’t just about numbers; it’s about enabling real people to make a real impact. With CSB, business owners can thrive, innovate, and create lasting change in the world around them.
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Our Achievements

At CSB, we take pride in our work with over 250 brands, crafting personalized plans that lead to real change. For instance, we helped one client avoid a costly mistake and save $15,000 by steering them away from a bad deal. Another client saw their business grow by an amazing 3,200% in just 45 days, thanks to a strategy tailored just for them.

We also transformed a company by rearranging their team, boosting their productivity by 75%. Moreover, we launched a customer-reaching online delivery app for a cannabis dispensary.

Each strategy we develop is designed to meet the unique needs of businesses like yours, leading to over 1,200 success stories that have generated $8 million in revenue, fostered lasting partnerships, and opened new opportunities.


Dynamic Support for Every Challenge

At CSB, our strength isn’t just in the diversity of our current partnerships in fields like accounting, legal, construction, tech, and financial services; it’s also in our commitment to expand our network continuously. We’re always looking for new partnerships to provide the precise support you need. If there’s something we can’t handle internally, we connect you with the best external experts. You’re the champion of your business, and we’re the franchise dedicated to ensuring you have all the people, resources, and expertise necessary to win.
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Our Play: S.C.O.R.E.

When was the last time your business truly scored? Whether you're initiating with 'Strategize' or optimizing with 'Organize,' we engage with your business exactly where you are to ensure you score big and achieve remarkable success.

S - Strategize (One-Off Consultations)

Duration: Single session

We start with a focused consultation to address a specific business challenge. From there, develop a targeted strategy to overcome this challenge and lay the groundwork for further development.

C - Calibrate (Assessments)

Duration: 1-2 weeks

We conduct a comprehensive assessment to calibrate the current state of the business, identifying strengths, weaknesses, and critical areas for improvement.

O - Organize (Mind Map/Action Plans)

Duration: 2-4 weeks

We organize the insights and strategies into a coherent action plan. This phase turns strategic vision into a structured, actionable roadmap tailored to achieve specific business goals.

R - Reinforce (Resource Sourcing)

Duration: 1-6 months

We reinforce the business's capabilities by sourcing necessary resources, tools, funding, and partnerships. This phase ensures that the business is well-equipped to execute the plans effectively.

E - Elevate (Done With You/Done For You Services)

Duration: Ongoing monthly service

We elevate the business to new heights by implementing the strategies through either collaborative (Done With You) or fully managed (Done For You) services. This phase is about active execution and refinement, ensuring sustained growth and success.





View More Case Studies Below

Client: Hue Society

Scope: Brand Identity and Initial Brand Development

Collaboration Duration: 6 months

Introduction: Our collaboration with Hue Society, a pioneering organization in the wine industry, exemplifies our commitment to promoting diversity and inclusion. This case study showcases how we worked closely with Hue Society to develop a compelling brand identity and a strategic event strategy that fosters representation and inclusivity in the world of wine.


Client Background: Hue Society is a revolutionary organization that seeks to celebrate and amplify the presence of Black professionals in the wine community. Through education, events, and community-building, Hue Society aims to reshape the narrative around wine by promoting inclusivity, diversity, and empowerment.


Initial Branding Objectives:

Cultural Celebration: Create a brand identity that resonates with the Black community and embodies the essence of inclusivity.

Brand Recognition: Develop a visual identity that can be easily recognized and associated with the mission of Hue Society.

Empowerment: Showcase the achievements and contributions of Black professionals in the wine industry.

Event Strategy: Devise a strategic plan for impactful events that highlight diversity and excellence within the wine community.

The Solution


The Results

Lessons Learned:

Authenticity Matters

An authentic brand identity that resonates with the target audience is essential for building a loyal community.

Diverse Representation

Diverse representation in events and collaborations helps build a stronger and more impactful community.

Adaptability

Virtual events enable broader participation and overcome geographical constraints.

Conclusion: Our collaboration with Hue Society reflects our commitment to crafting authentic brand identities and strategic event strategies that drive positive change. The transformation of Hue Society's brand identity and the success of its events have demonstrated the power of inclusivity and representation in fostering meaningful connections and empowerment within the wine industry.






Tahiirah H. Hue Society

"Julia and her team breathed life into our brand identity and event strategy like no one else could. Their ability to understand our mission and translate it into a visual identity that speaks to our community was remarkable. They helped us create an environment where diversity and inclusivity are celebrated, and that's a testament to their dedication to driving positive change. We're proud to have partnered with Julia and her team, and the impact of their work continues to reverberate through our community."




Client: BatteryXchange

Scope: App Design, Pitch Deck Creation, Crowd Fund Campaign Strategy

Collaboration Duration: 12 months

Introduction: Our partnership with BatteryXchange, a trailblazing company in the sustainable energy sector, exemplifies our commitment to driving innovation and creating impactful campaigns. This case study showcases how our collaboration fueled the development of their mobile app, successful pitch decks, and a crowd fund campaign strategy that propelled BatteryXchange to raise substantial funding and solidify their position in the market.


Client Background: BatteryXchange is dedicated to providing accessible and sustainable energy solutions through a network of battery-swapping stations. Their mission is to revolutionize the way people access energy, promoting environmental responsibility and convenience.

The Solution


The Results

Lessons Learned:

User-Centric Design

App design should prioritize user experience to enhance adoption rates and retention.

Compelling Storytelling

Effective pitch decks and campaign narratives resonate with audiences and evoke emotional connections.

Strategic Engagement

A mix of channels and tactics optimizes engagement and amplifies campaign impact.

Conclusion: The collaboration with BatteryXchange exemplifies our commitment to fostering innovation and propelling impactful campaigns. Through the development of their mobile app, strategic pitch decks, and a successful crowd fund campaign strategy, we played a pivotal role in BatteryXchange's journey towards revolutionizing energy solutions and promoting sustainability.






Desmond W. BatteryXchange

"Julia and her team were instrumental in our journey from app design to a successful crowd fund campaign. Their strategic approach, from designing the app's user interface to crafting compelling pitch decks, was a critical factor in raising substantial funding. Their expertise in campaign strategy and collateral creation transformed our vision into reality. We couldn't have asked for better partners to guide us through this transformative journey. Their dedication to our success is evident in the results we achieved."


Because your business isn't just an idea; it's a vision waiting to unfold.

We're Ready

If you have a creative challenge for the CSB team we'd love to hear from you — so let's continue the conversation.


​EMAIL: [email protected] | Book A Session