Does your Business Suck?
Most small business owners don’t measure the performance of their business like an investor would—and it’s costing them.
✅ Use our free performance assessment sheet to evaluate how your business stacks up against objective benchmarks used by smart investors and business advisors.
In just a second, you’ll gain insight into:
📈How well your business is really doing
📉Areas that may be draining profits
🎯Where to focus next for growth
📊 No guesswork—just 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
Why do we exist
We exist to enable entrepreneurs to achieve their Goals.
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
Let us help you achieve your dreams.
Pricing
Choose Your Plan
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
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
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
Check in calls are used to clear the noise and provide advice on things happening between meetings.
