Blue Concierge Services™


Corporate Credit Builder Program

Blue Financial creates a corporate credit profile separate from the personal credit profile. A strong corporate credit profile will enable clients to acquire lines of credit with vendors nationwide.  This will allow the business owner to fully optimize the company’s buying power and limit the use of his or her own personal credit.

  • BFI will create and build a robust corporate credit profile for your corporation.  It's not about simply securing a 80 paydex score, it's about establishing a corporate credit profile that will secure funding with prospective lenders and vendors throughout the country.  They want to see more than a Staples or Home Depot in your  corporate credit profile.  
  • BFI will align you with vendors and lenders across the nation that will report your excellent payment history on a monthly basis to Dunn and Bradstreet.   From this moment forward it is "crucial" to only spend dollars with businesses that are listed in good standing with Dunn and Bradstreet. 
  • BFI will guide and educate you on the importance of establishing and maintain an excellent "bank" rating.  Most business owners are unaware of this very crucial component of the lending process.  Your business banking reflects how you manage your cash flow. Lenders want to know that your cash flow is capable of handling the business debt and expenses on a consistent basis. Accounts with very low average daily balances and/or that show NSF returned checks can be deal breakers!
  • Your business banking history is vital to your future success of being able to secure business loans. Lenders will key on how long that relationship has been established, so once you get your account established and/or corrected, DO NOT MOVE BANKS. The longer your business banking history is, the better it is for your business borrowing potential.

Executive Reports/ Business Model Formation and/or Evaluation

    Blue Financial is a corporate consulting firm that assists small business owners in obtaining financing without a personal guarantee.  Regardless of your personal credit history we can secure funding for your project with our network of lenders even if you have been declined in the past.  Blue Financial will build the necessary business profile needed to present to the lenders.  BFI will issue you with the vital components needed to look most attractive to any lender.

  • Blue Financial prepares and writes investor friendly business plans for small business owners to help them raise money within our network of private lenders.
    • Although the preparation of a business plan is time consuming, it is important to business success.  Completing the plan provides an opportunity to examine management, marketing, personnel and finance issues in an objective and organized way.   The business plan will become the "bible" of your business.  Within this document contains the information necessary to keep your business alive and successful.  Do you have an updated business plan?  When was the last time you reviewed your plan to see if you're on track? 
  • Blue Financial will also provide an in depth analysis of the business owners industry of choice.  This will allow the business owner to fully comprehend what lies ahead and how "we" will ensure that all goals and objectives are met.
  • A Marketing Plan is a written document that details the actions necessary to achieve a specified marketing objective. Marketing Plans can be written for a product or service. Our staff will create a plan that will best fit your specific business needs.  We will professionally illustrate your financials with full color charts.  Our Marketing Plans are custom written to meet your business needs. We will work in conjunction with you, one on one, to make sure your company goals and objectives are met. Solid marketing strategy is the foundation of a well-written marketing plan. While a marketing plan contains a list of actions, a marketing plan without a sound strategic foundation is of little use.
    • Understanding what consumers want is one thing, however knowing how to reach them is a totally different challenge.  For this BFI will assist you in creating an effective marketing plan.  It is extremely critical to be emotionally connected with your targeted audience.  Who is your audience?  How old are they?  What times of the year will they buy your product?  It's very important to know these important elements.
  • Advertising is a form of communication whose purpose is to inform potential customers about products and services and how to obtain and use them. But in order to do that, you must first have a plan. Blue Financial will write a custom Advertising Plan, this plan will outline how you will meet your advertising goals, strategies, implementation, evaluation and budget.  We will professionally illustrate your financials with full color graphs and charts.  Our Advertising Plans are custom written to meet your business needs. We will work in conjunction with you, one on one, to make sure your company goals and objectives are met.
  • Budget Analysis will allow "lenders" to see the potential and financial strength of your company.   BFI will create a financial snapshot of your company for the next two years.  The future progress of your business is very important to lenders. 
    • BFI primary focus is to ensure that the business owner has a legitimate business model and it generates a consistent profit.  The bottom line is the bottom line in every business.  The focus should be centered around your PAC (Profit After Controllable).  As the CEO of your business it's imperative to be "aware" of your real financial success which lies with your PAC.  BFI will work shoulder to shoulder with you to ensure that your business is maintaining a profit.

Executive Coaching

  • BFI is essentially your "virtual" business partner.  You will have "unlimited" access to our elite executive coaching division.  You will be able to bounce your ideas off of some of the brightest minds in business.  This aspect of the program will forever change your business model!  How important is it to your business to have an extra pair of 'experienced" eyes assisting your business?
  • It is very important to be "emotionally" connected to your brand.  You must have passion for your business.  It is more important to be passionate and curious than to be merely smart."  What is your passion?  Are you currently happy with your existing model?  Or are you yearning to do something else with your "life"?
  • BFI will assist you in assembling a strong and qualified team of professionals for your business.  It is very important to surround yourself with "great" people.  By having a diverse team you will be able to develop and maintain a very unique brand.  You can co-depend on BFI to assist you in this process.  You are as strong as your weakest link.