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Service Categories: Tax, Legal, Financial & Advisory Support

Overview of the main technical assistance categories available through SBGI.

SBGI services fall into four primary categories:

  • Accounting & Tax: Bookkeeping, reconciliations, financial statements, tax filings.
  • Legal: Entity formation, contract drafting, compliance, risk mitigation.
  • Financial Advisory: Cash-flow planning, loan packaging, funding readiness.
  • Business Optimization: Operations, strategy, certification, and credit improvement.

Each service is tracked within HubSpot as a ticket, linked to your Deal (beneficiary record). You can view progress, documents, and deliverables through the customer portal.