407-230-1269

  • Home
  • CGB Accounting
  • CGB Health

Liaison Services

Bridging the gap between your business and financial institutions to ensure seamless communication, compliance, and issue resolution.

Initial Consultation & Relationship Setup

We start by understanding your specific needs and establishing communication with relevant banks or bonding companies. This includes reviewing existing agreements and financial obligations to set the foundation for a strong working relationship.

Ongoing Communication & Coordination

Acting as the main point of contact, we manage regular updates and handle all communications between your business and financial institutions. Our proactive approach ensures that your financial relationships are maintained smoothly and professionally.

Financial Compliance Monitoring

We ensure that all financial obligations are met in accordance with agreements, including monitoring deadlines for payments, renewals, or financial reporting. Our team keeps you compliant and on track with all requirements.

Issue Resolution & Troubleshooting

Should any financial disputes or discrepancies arise, we act as an intermediary to address and resolve issues promptly. Our team ensures a swift and effective resolution to minimize disruptions to your business operations.

Documentation & Reporting

We prepare and submit all required reports or documents to banks or bonding companies, ensuring that records are accurate, up-to-date, and compliant with all financial obligations.

Periodic Review of Agreements

We regularly review your agreements with banks or bonding companies to ensure terms are favorable and current. If necessary, we assist in negotiating new terms or renewals and provide advice on updates or changes.

At CGB Balanced, we take the stress out of managing financial relationships, ensuring your business’s financial obligations are met and communication with institutions is always clear and effective.

Copyright © 2024 CGB Balanced - All Rights Reserved.


Powered by

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept