LATEST INSIGHTS
Our
Story
Lorenzo Advisory Group began with a simple idea: many business owners work hard, but they shouldn’t have to figure everything out alone. After years of leading operations, managing teams, and rebuilding internal systems in a fast-paced family business, Lorenzo realized his skill set could help other business owners gain structure, clarity, and confidence. What started as a personal passion for helping others operate smarter quickly grew into a full advisory service.
Get to Know Us
Lorenzo Advisory Group is led by Lorenzo Montelongo, an operations and business advisory professional with hands-on experience running and improving small to mid-sized businesses. Lorenzo brings a practical, clear approach to strengthening workflows, organizing financial systems, and supporting better decision-making. His work is grounded in real management experience—not theory—focused on helping business owners create stability, clarity, and sustainable growth.
YOUR PARTNER IN STRATEGY
Our Expertise
Lorenzo Advisory Group provides operational, financial, and strategic advisory support to small and mid-sized businesses. We help owners gain clarity, strengthen internal systems, and make informed decisions that improve performance and long-term stability. Our approach is practical, collaborative, and grounded in real-world management experience.
Lorenzo Advisory Group – Services at a Glance
Strategic Advisory
Gain clarity and direction with tailored strategies built around your goals. We help you strengthen operations, plan for growth, and make informed, confident decisions.
Business Operations Support
Improve workflows, increase efficiency, and streamline daily processes. We analyze your current system and develop solutions that reduce costs and enhance performance.
Financial & Bookkeeping Services
Stay organized and financially confident. We offer essential bookkeeping support, cash-flow insights, financial tracking, and guidance to help you maintain healthy, accurate business records.
Human Resources & Compliance
Support for hiring, onboarding, employee evaluations, workplace policies, and compliance with California labor standards — keeping your team aligned and protected.
Technology & Digital Workflow Consulting
From system improvements to digital tools and automation, we help upgrade your processes so your business can operate with modern efficiency.