Advisory Services
Integrated Financial Solutions for a Secure Tomorrow
At Citrus Advisory, we offer a full spectrum of integrated professional services designed to help individuals, families, and businesses achieve financial clarity, stability, and growth. Our approach combines deep expertise with personalized strategies, ensuring every client receives the attention and insight they deserve.
Integrated Professional Services
Business Performance Improvement & Integrated Professional Services
Citrus Group Global is dedicated to helping organizations unlock their true potential through expert business performance improvement advisory solutions and a suite of integrated professional services. With years of industry experience and a results-driven approach, our team provides tailored strategies to address your unique challenges and achieve measurable growth.
Financial Reporting and Compliance Excellence
At Citrus Group Global, we empower organizations to navigate the complexities of financial reporting and compliance across international and domestic markets. Our seasoned advisors bring deep expertise and industry insights to ensure your business meets its regulatory obligations while optimizing reporting efficiency and accuracy.
Integrated Risk Management Advisory Services for Business Confidence
Welcome to Citrus Group Global, your trusted partner in risk management. Our mission is to empower businesses with comprehensive advisory services that minimize risk and promote long-term success. We combine the expertise of accountants, attorneys, auditors, insurance, and financial professionals to deliver results that protect your business and advance your goals.
Integrated Advisory Services for Strategic Planning and Success
Citrus Group Global specializes in providing comprehensive advisory services tailored to help clients achieve their strategic objectives. Our approach is founded on the belief that true success is built on collaboration, integration, and the expertise of a multidisciplinary team. By bringing together accounting, legal, tax, audit, insurance, and financial professionals, we offer holistic solutions that address every aspect of your business and financial needs.
Advisory Services for Sustainability & ESG Reporting
Citrus Group Global is a trusted advisory firm specializing in Sustainability and Environmental, Social, and Governance (ESG) reporting. With our deep expertise and industry insights, we help organizations navigate the complexities of sustainability and meet evolving stakeholder expectations.
Technology & Systems Advisory Services
Citrus Group Global is a trusted advisory firm specializing in technology and systems consulting. Based in San Antonio, Texas, we deliver innovative solutions to help organizations optimize their operations, improve efficiency, and stay ahead in the fast-paced digital landscape.
Your Trusted Partner for Successful Business Transactions
At Citrus Group Global, we specialize in transactional advisory services that empower businesses and individuals during pivotal moments. Whether you are navigating a merger, acquisition, joint venture, or any significant financial transaction, our team provides the expertise and strategic insight needed for success.
What Makes Our Advisory Services Different?
Cross-Functional Collaboration
Your CPA, financial planner, insurance strategist, and business consultant work as one team—sharing insights, aligning strategies, and delivering a 360° view of your financial world.
Customized, Not Cookie-Cutter
Every plan is tailored to your unique goals, risk profile, and life stage—no templates, no shortcuts.
Proactive, Not Reactive
We don’t wait for tax season or market shifts to act. We anticipate challenges and opportunities, helping you stay ahead of change and in control of your future.
At Citrus Group, we harness the power of artificial intelligence and advanced analytics to elevate every aspect of your financial strategy. Our AI-enhanced advisory platform doesn’t just crunch numbers—it uncovers patterns, predicts outcomes, and empowers you to make smarter, faster, and more confident decisions. Here’s how we integrate AI into your financial journey:
1- Real-Time Financial Intelligence
Our AI tools continuously analyze your financial data—cash flow, expenses, investments, and tax exposure—to identify trends, anomalies, and opportunities in real time. This allows us to:
Detect inefficiencies before they become costly
Optimize tax positions dynamically throughout the year
Provide instant scenario modeling for major decisions
2- Predictive Planning & Forecasting
We use machine learning models to simulate future financial outcomes based on your current trajectory and market conditions. This helps you:
Forecast cash flow and capital needs
Model retirement and estate scenarios
Stress-test your business under different economic conditions
Client Success in Action
Case Study: Business Owner Tax Optimization
A client with a growing consulting firm worked with our integrated team to restructure their business into an S Corporation with a Family LLC. The result? Over $87,000 in annual tax savings, a clear succession plan, and employment opportunities for their children—all while maintaining full compliance.
Case Study: Executive Retirement Planning
An executive nearing retirement engaged our team to coordinate tax, investment, and insurance strategies. We implemented a deferred compensation plan, optimized their 401(k) and IRA rollovers, and structured a charitable trust—resulting in a 24% increase in projected retirement income and significant tax savings.
Who We Serve
Entrepreneurs and business owners
Corporate executives and professionals
High-net-worth families
Nonprofits and mission-driven organizations
Multi-generational family enterprises
Let’s Build Something Bigger Than a Balance Sheet
Your goals are complex. Your strategy should be comprehensive. Let Citrus help you align every piece of your
financial life into a plan that’s as dynamic and ambitious as you are.
Get In Touch With Citrus Group
See how we can help your business thrive
Our unique approach, combined with the experience and expertise of our professional team, enables us to offer innovative solutions for our clients.
US Corporate
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Office – (888) 530-1930
Citrus Audit Group
Address – Cheyenne, 1063 Capitol Avenue Suite 413, Cheyenne, WY 82001
Tel – (888) 530-1930
Citrus Insurance Group
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Tel – (888) 530-1930
Citrus Advisory
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Tel – (888) 530-1930
Citrus Group Global provides integrated professional services worldwide.
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