Strategic Business & Banking Solutions Personalized to Your Business

Proudly serving Montgomery County, Texas and surrounding areas.

Business and Banking Concierge, LLC

with Natalie Saikowski Goertz

President & CEO

Business and Banking Concierge, LLC is an independent advocate and operational CFO 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.

Personalized Solutions for Business Success

01. 

Bank Selection Process

Choosing the right banking partner is crucial but can be overwhelming. We simplify the process by identifying your business needs, coordinating bank interviews, and providing a detailed comparison of services and fees. From account structuring to treasury management, we guide you every step of the way to ensure a seamless transition.

02. 

Bank Relationship Review of 5 Key Functions

Ensure your banking relationships are optimized for efficiency, security, and cost-effectiveness. We conduct a comprehensive review of your bank accounts, loans, and treasury services to identify risks, streamline operations, and enhance fraud prevention. Our expert recommendations help reduce expenses and improve cash flow.

03. 

Business Strategy Solutions

Strategic planning is essential for business growth. We work closely with you to develop customized strategies, foster community relationships, and connect you with key partners. Whether you're launching a business, planning an event, or seeking media exposure, we help you achieve your objectives and increase profitability.

Reduce Expenses
Enhance Efficiencies
Improve Cash Flow

Honors & Associations

70.3 Half Ironman Finisher

ATHENA International Leadership Award

Reviews from our
valued clients

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Chelsea Phillips profile picture
Chelsea Phillips
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I had the pleasure of working with Natalie from Business and Banking Concierge, and I can’t express enough how integral she was in helping me launch Rising Aesthetics and Wellness. From day one, Natalie guided us away from common first-time business owner mistakes and kept us on the right path to success. Her expertise in the business and banking industry is truly unmatched. She played a crucial role in making our grand opening event a huge hit, helping us connect with the community and build a solid foundation for our business. I genuinely believe that without her support, we wouldn’t be where we are today. If you’re starting a business, I highly recommend Natalie’s services. She brings a wealth of knowledge and a genuine passion for helping entrepreneurs succeed. Thank you, Natalie, for everything you’ve done for us!
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Kris Polmanteer profile picture
Kris Polmanteer
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I recently had Natalie review my current business banking set up. She was very helpful and offered great suggestions to help streamline my banking needs and plan ahead. She coordinated a meeting with my bank to discuss account options and needs to accommodate my company’s growth. Highly recommend her to anyone that has a business that has grown and you want to make sure you are partnered with the correct bank and you have a great working relationship with a business banker. From basic checking and savings accounts review, to fraud prevention, line of credit and loans, she can help you navigate your current and future needs.
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Mallory Steelman profile picture
Mallory Steelman
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110% recommend Natalie and Business and Banking Concierge! My husband and I opened multiple businesses together and did not know where to begin when it came to selecting a bank. We hired consultants to help us start our businesses but they were significantly lacking in this department and told us to "just pick any bank". We met with banks, but it was so difficult to understand the language they were speaking. Natalie stepped in and navigated this process with us. Not only did she set up and attend every single bank interview we went to, she broke down exactly what each one was offering and educated us so we could make the best selection based on price, feels, and personality. We would have never taken the steps that Natalie took with us and would not have ended up with competitive fees had it not ben for Natalie's guidance and wisdom. Business and Banking Concierge saved us more than 25% in monthly fees. Not only did she save us money, but we also walked away knowing we had found a bank relationship that would carry us for years to come. Her knowledge of both banking and business were invaluable to us.
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Tom profile picture
Tom
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So easy to work with and very quick to respond! They are extremely through and make sure your company lands at the best bank possible.
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Randie Morton profile picture
Randie Morton
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Natalie takes the time to get to know you and the passion you have for your business. This helps her make the connections that are right for you. You can not ask for a better Cheerleader on your team!
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Lisa profile picture
Lisa
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You and your business will be Natalie’s primary focus before, during, and after consulting with her.
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Don Butler profile picture
Don Butler
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Natalie is a true professional! If you’re a business owner and are searching for a banking partner, I highly recommend using Natalie and Business and Banking Concierge. She will analyze your needs and make contacts within her vast network.
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Community Business Finance
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Natalie is the consummate professional. Her banking knowledge and industry connections are excellent.
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Leigh Freeman profile picture
Leigh Freeman
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Natalie is a treasure to our local business owners in The Woodlands and Greater-Houston area. She is a seasoned banker and entrepreneur. She has a passion for helping people and the community. I recommend her to my clients and she has helped me with my own law firm and law firm consulting businesses.
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Esli Picasso profile picture
Esli Picasso
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Natalie is an experienced and knowledgeable professional that cares deeply about helping her clients. My experience with Natalie has been seamless and valuable. I whole heartedly recommend her for guidance and advisory support.