Leading the way in Sustainability and ESG advisory services for organizations committed to responsible growth and transparent 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.

Sustainability Strategy Consulting
We partner with organizations to develop robust sustainability strategies, aligning business goals with environmental and social responsibility.
ESG Reporting Solutions
Our team guides clients through the ESG reporting process, ensuring compliance with international frameworks and standards, such as GRI, SASB, TCFD, and more.
Materiality Assessment
We help identify and prioritize the ESG issues most relevant to your business and stakeholders, providing the foundation for transparent reporting and impactful action.
Stakeholder Engagement
Our experts facilitate effective stakeholder engagement to strengthen your organization's reputation and build trust with investors, customers, and communities.
Gap Analysis & Performance Benchmarking
We assess your current sustainability practices, compare with industry peers, and provide actionable recommendations for improvement.
Training & Capacity Building
Citrus Group Global offers tailored training programs to empower your team with the knowledge and skills needed for successful sustainability and ESG initiatives.

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.
Every plan is tailored to your unique goals, risk profile, and life stage—no templates, no shortcuts.
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:
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
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
Proven expertise in sustainability and ESG advisory.
Custom solutions designed for your industry and goals.
Up-to-date knowledge of global standards and regulations.
Dedicated support throughout your reporting journey.
Commitment to transparency, accountability, and long-term impact.

Ready to elevate your sustainability journey? Contact Citrus Group Global today!
Phone: (888) 530-1930
Address: 16500 San Pedro Ave Ste 295, San Antonio, TX 78232
Citrus Group Global – Where Your Success is Our Strategy.
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.

Citrus Group Global provides integrated professional services worldwide.
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