Intriago Advisors is a full-service financial advisory firm remotely serving small and medium sized businesses who need more than just bookkeeping. Our ideal client is one who is looking to grow their business or non-profit by planning, setting goals and measuring them. Our services are packaged to include all financial and compliance aspects of an organization.
Too often entrepreneurs, small business owners or non-profits rely on the services of a bookkeeper and get their tax return done, doing only those things that are absolutely necessary. What they don’t understand is that the things that they are not doing – setting goals, doing budgets, billing properly, making systems more efficient – are the keys to making a business grow.
Joy Intriago founded, managed and grew two successful businesses in which she developed efficient and effective methods of financial management. She admonishes that a business needs to have a road-map, or the business is bound to get lost. Set goals, plan how to achieve them, assess, adjust and repeat.
We do not need to be physically located in your offices. Our services are provided remotely using special secure systems to receive data, documents and communications from you and your staff. Monthly or quarterly meetings are virtual; no need for you to leave your office.
Our systems are based on years of experience in managing and operating businesses. As necessary we incorporate more specific experienced professionals in our advisory team working with them to provide the solutions while you run and grow your business.