Concierge services

Seven services. One firm. One engagement.

Built for entrepreneurs, international founders, and investors who need trusted professional support without coordinating multiple providers. One engagement, one point of accountability, start to finish.

Detail

What each engagement covers.

S/01

Business Setup

Business setup, end to end — LLC, C-Corp, and S-Corp, with registered agent, EIN, and annual reports.

We offer end-to-end business setup services, including LLC, C Corporation, and S Corporation setup, Registered Agent services, EIN applications, and Annual Report filings. Depending on your business structure and objectives, we also assist with additional compliance, registration, and organizational requirements to ensure your company is properly established and maintained from day one.

S/02

Accounting

Full accounting and tax — bookkeeping, monthly accounting, payroll, sales tax, returns, and foreign-owned compliance.

We deliver comprehensive accounting and tax support, including bookkeeping, QuickBooks setup, monthly accounting, payroll setup, sales tax registration, tax return preparation for single-member LLCs, multi-member LLCs, partnerships, and corporations, ITIN applications, and foreign-owned business tax compliance. Depending on your business operations and reporting requirements, we also assist with additional accounting, tax, and regulatory matters to help keep your business compliant and financially organized throughout the year.

Business and transaction legal support — contracts, commercial and shareholder agreements, governance, and immigration.

We provide comprehensive legal support for businesses and commercial/residential transactions, including contract drafting and review, commercial and shareholder agreements, employment agreements, corporate governance, regulatory consulting, immigration matters, and transaction-related documentation. Depending on your legal needs and business objectives, additional services may be incorporated to help protect your interests and support informed business decisions.

Neutral escrow for business and real estate — funds held and released strictly on agreed terms.

We manage escrow services for business and commercial/residential transactions, ensuring funds are held and disbursed only in accordance with agreed terms. Every transaction is carefully coordinated with a clear, documented process that protects all parties and provides transparency from receipt through final disbursement.

Title services for residential and commercial real estate — examination, insurance, settlement, and recording.

We facilitate comprehensive title services for residential and commercial real estate transactions, including title examination, title insurance coordination, settlement support, closing documentation, and recording services. Depending on the transaction and jurisdiction, additional title and closing services may be incorporated to help ensure a smooth, accurate, and efficient transfer of ownership.

Notary services — Remote Online Notarization, in-person notarization, apostille, and certified copies.

We coordinate professional notary services, including Remote Online Notarization (RON), in-person notarization, apostille coordination, signature witnessing, and certified copies where permitted by applicable law. Depending on your documentation requirements, additional notarization and authentication services may be incorporated to help ensure your documents are properly executed, accepted, and ready for use in the United States or abroad.

S/07

Consulting

Strategic consulting — business plan preparation and project-based advisory, tailored to your objectives.

We guide clients through strategic consulting services, including business plan preparation and project-based advisory support. Every engagement is tailored to your specific objectives, ensuring practical guidance and solutions that align with your business goals.

Next step

Not sure which service you need?

Tell us the goal. Your Concierge maps it to the right services and the right professionals, then quotes before anything begins.