Stop Guessing.
Start Measuring What Matters.
Most small business owners don’t measure their business performance like top investors do—leading to missed profits and growth opportunities.
Download our free performance assessment to instantly see how your business compares to proven benchmarks used by successful investors and advisors.
In just 60 seconds, you’ll discover:
✔️ Your true business performance
✔️ Hidden profit drains
✔️ Your next best growth opportunity
No more guesswork—just actionable clarity.
Our Process
Start with the End in mind - Cant chart the path without the destination
Homerun Financial System - Systematic review of your Company Performance
Fast Money Formula - Understand Working Capital Needs of the business and how to improve
Forecast by the numbers - Understand Sustainable Growth and Annual Plan
Staying Financeable - What a Banker Looks for and how much debt you can sustain
Simple Valuation Formula - Keep a pulse on the value of your largest asset
Deliberate Exit Plan - Understand the options and inform our strategy
Our Mission
Empowering entrepreneurs to achieve their biggest goals with clarity and confidence.
Our Services
Financial Planning
Plan Your Financial Future with Confidence
Tailored strategies to help you grow, protect, and preserve your wealth—at every stage of life.
At LI Wealth Management, we believe financial planning isn’t just about numbers—it’s about helping you live the life you envision. Whether you're planning for retirement, saving for your child's education, or working toward other personal goals, our customized financial strategies provide the roadmap to get you there.
Tax Services
Maximize Accuracy. Minimize Stress.
Expert income tax services with smart planning strategies to help you keep more of what you earn.
At LI Wealth Management, we go beyond tax filing—we help you reduce your tax burden and avoid surprises. Whether you're an individual or a business owner, our strategies are tailored to your goals, income, and life events. We make sure you're not just compliant, but confident every tax season.
Bookkeeping Services
Stay Organized. Stay Focused.
Reliable bookkeeping solutions that free up your time and keep your business financially healthy.
At LI Wealth Management, our bookkeeping services are designed to give you peace of mind and clarity. We handle the numbers so you can focus on growing your business. From accurate recordkeeping to timely financial reporting, we ensure your books are always clean, compliant, and ready to support smart decision-making.
Payroll Services
Reliable Payroll Services for Growing Businesses
Let us handle the calculations, taxes, and deadlines—so you can focus on your people and your business.
At LI Wealth Management, our payroll services are built for accuracy, timeliness, and peace of mind. We manage the behind-the-scenes complexities—from direct deposits to tax filings—so your team gets paid correctly and on time. Whether you’re a small business or scaling up, we deliver payroll solutions you can count on.
Our Services
Financial Planning
Plan Your Financial Future with Confidence
Tailored strategies to help you grow, protect, and preserve your wealth—at every stage of life.
At LI Wealth Management, we believe financial planning isn’t just about numbers—it’s about helping you live the life you envision. Whether you're planning for retirement, saving for your child's education, or working toward other personal goals, our customized financial strategies provide the roadmap to get you there.
Tax Services
Maximize Accuracy. Minimize Stress.
Expert income tax services with smart planning strategies to help you keep more of what you earn.
At LI Wealth Management, we go beyond tax filing—we help you reduce your tax burden and avoid surprises. Whether you're an individual or a business owner, our strategies are tailored to your goals, income, and life events. We make sure you're not just compliant, but confident every tax season.
Bookkeeping Services
Stay Organized. Stay Focused.
Reliable bookkeeping solutions that free up your time and keep your business financially healthy.
At LI Wealth Management, our bookkeeping services are designed to give you peace of mind and clarity. We handle the numbers so you can focus on growing your business. From accurate recordkeeping to timely financial reporting, we ensure your books are always clean, compliant, and ready to support smart decision-making.
Payroll Services
Reliable Payroll Services for Growing Businesses
Let us handle the calculations, taxes, and deadlines—so you can focus on your people and your business.
At LI Wealth Management, our payroll services are built for accuracy, timeliness, and peace of mind. We manage the behind-the-scenes complexities—from direct deposits to tax filings—so your team gets paid correctly and on time. Whether you’re a small business or scaling up, we deliver payroll solutions you can count on.
The Strategic Partner you have been searching for. Advice, Accountability, Peace of Mind
Ready to Achieve Your Business Goals?
Pricing
Get Started
Quarterly
$500/m
Monthly Checkins(20-30Mins)
Financial Performance Review(Loom)
Quarterly Goals/Financial review(1 Hr)
Rotating Quarterly Topic Review(Wills, Insurance, Tax planning)(30 Mins)
Quarterly Tax projections
No contracts. Cancel anytime, risk-free.
Monthly
$750/m
Bi Weekly Checkins(20-30Mins)
Financial Performance Review(Loom)
Monthly Goals/Financial review(1 Hour)
Rotating Monthly Topic Review(Wills, Insurance, Tax planning)(30 Mins)
Quarterly Tax projections
No contracts. Cancel anytime, risk-free.
CFo
$2,500/m
Weekly Checkins (20-30Mins)
Financial Performance Review(1 hour)
Monthly Goals/Financial review(1 Hour)
Rotating Monthly Topic Review(Wills, Insurance, Tax planning)(30 Mins)
Quarterly Tax projections
Accounting Oversight
No contracts. Cancel anytime, risk-free.
Check in calls are used to clear the noise and provide advice on things happening between meetings.
