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Intelli Business Membership
Intelli Business Memberships are perfect for both new entrepreneurs and experienced business owners. We understand that a business requires advisors that are able to respond to unique needs at different stages of the business’s growth. We also understand that a business needs an advisory team to address legal, accounting, payroll, and tax issues, but a growing business does not have the resources to assemble the advisors it needs to support its growth.
Intelli Advisor’s core business model is to provide monthly, subscription services to address the daily business needs and free the business owner to focus on the business. Through Intelli Business Memberships, we offer unlimited legal and business advice, workshops, core legal documents, monthly bookkeeping, and more for a monthly, predictable investment to support the growth of your business.
intelli start
Who is this for?
Newly formed businesses who need help getting started
Businesses with annual revenue of $150,00 or less and average monthly expenses of $7,000 or less
Businesses with 5 or fewer employees
What is included?
Formation and initial legal actions of the business
Applicable entity agreement
Annual legal documentation
Statutory agent service
Obtain business tax identification number
Evaluation of initial tax classification
Assistance with evaluating business software
Set-up of chart of accounts.
Applicable business registrations (e.g. Ohio Business Gateway)
Monthly bookkeeping (subject to above thresholds)
Unlimited legal and business advice
Unlimited scheduled consultations
Monthly touch point meeting with a member of advisory team
Annual compliance calendar
Annual business assessment
**Monthly subscription excludes any filing fees or out of pocket expenses, which will be billed separately
Add payroll services
Assistance with initial registration
Overview of payroll deposit process
Quarterly tax filings
Year end reporting and reconciliations
Pricing starts at $40/Month + $7 per employee/month
intelli grow
Who is this for?
Business with active operations of 24 months or more
Business with annual revenue between $150,000 and $1,000,000
Average monthly expenses between $7,000 to $25,000
Businesses with 10 or fewer employees
What is included?
Unlimited legal and business advice
Unlimited scheduled consultations
Amendments to applicable organizational documents as needed
Annual meeting and minutes
Statutory agent service
Monthly bookkeeping (subject to above thresholds)
Assistance with year end closing procedures
Written actions/consents by shareholders/members
Monthly touch point meeting with a member of advisory team
Evaluation of qualified business deduction opportunities
Quarterly strategy session
Annual legal or business project
Annual business registration maintenance
Annual operating tax compliance check up
Annual compliance calendar
Annual business assessment
**Monthly subscription excludes any filing fees or out of pocket expenses, which will be billed separately
Add payroll services
Annual update to withholding calculations
Annual check-up of payroll deposit process
Quarterly tax filings
Year end reporting and reconciliations
Pricing starts at $50/Month + $5 per employee/month
intelli navigate
Who is this for?
Business with active operations and looking to grow
Business with average annual revenue up to $5 million
Average monthly expenses up to $500,000
Businesses with fewer than 15 employees
What is included?
EVERYTHING IN INTELLI GROW PLUS…
Business succession planning
Quarterly meeting and minutes
Assistance with annual budgeting process
On demand written actions and consent by shareholders and/or directors/managers
Tax optimization and evaluation of qualified business deduction opportunities
Year end tax planning session
On demand strategy sessions
Quarterly legal or business project
Quarterly business registration maintenance
Annual contractual review
Annual compliance assessment
Customized contractual templates
Unlimited attorney led correspondence, including demand letters
Annual legal review, advice and strategy session
Annual income tax compliance assessment
Proactive legal and business support to build the business
**Monthly subscription excludes any filing fees or out of pocket expenses, which are billed separately
Add payroll services
Annual update to withholding calculations
Annual check-up of payroll deposit process
Quarterly tax filings
Year end reporting and reconciliations
Pricing starts at $95/Month + $3 per employee/month