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INNOVATE FINANCIALLY, LLC - Florida Company Profile

Company Details

Entity Name: INNOVATE FINANCIALLY, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

INNOVATE FINANCIALLY, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 29 Jan 2021 (4 years ago)
Document Number: L21000054153
FEI/EIN Number 86-2049250

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 1201 Business Way, Lehigh Acres, FL, 33936, US
Mail Address: 1201 Business Way, Lehigh Acres, FL, 33936, US
ZIP code: 33936
County: Lee
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
WELCH PEGGY M Manager 1201 Business Way, Lehigh Acres, FL, 33936
WELCH PEGGY M Agent 1201 Business Way, Lehigh Acres, FL, 33936

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-04-27 1201 Business Way, #126, Lehigh Acres, FL 33936 -
CHANGE OF MAILING ADDRESS 2024-04-27 1201 Business Way, #126, Lehigh Acres, FL 33936 -
REGISTERED AGENT NAME CHANGED 2024-04-27 WELCH, PEGGY M -
REGISTERED AGENT ADDRESS CHANGED 2024-04-27 1201 Business Way, #126, Lehigh Acres, FL 33936 -

Documents

Name Date
ANNUAL REPORT 2024-04-27
ANNUAL REPORT 2023-04-29
ANNUAL REPORT 2022-04-25
Florida Limited Liability 2021-01-29

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P3298319 INNOVATE FINANCIALLY, LLC - Q4LASECHCYY5 533 PALOMA AVE, LEHIGH ACRES, FL, 33974-9452
Capabilities Statement Link -
Phone Number 239-200-2577
Fax Number -
E-mail Address peggy@innovatefinancially.com
WWW Page -
E-Commerce Website -
Contact Person PEGGY WELCH
County Code (3 digit) 071
Congressional District 17
Metropolitan Statistical Area -
CAGE Code 9YKD3
Year Established 2021
Accepts Government Credit Card Yes
Legal Structure LLC
Ownership and Self-Certifications Self-Certified Small Disadvantaged Business, Women-Owned Small Business, Woman Owned
Business Development Servicing Office SOUTH FLORIDA DISTRICT OFFICE (SBA office code 0455)
Capabilities Narrative (none given)
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords Accounting Services, Bookkeeping, Payroll Processing, Tax Preparation, Financial Reporting, Audit Support, Budget Management, Accounts Payable and Receivable, QuickBooks Support, Certified Payroll, Administrative Support, Office Management, Document Preparation, Data Entry Services, Virtual Assistance, Record Keeping, Report Generation, Mailing Services, Temporary Staffing, Office Supplies Sales, Office Equipment Printer and Copier Supplies, Office Furniture, Stationery Supplies
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

Current Principals

Name Peggy Welch
Role Chief Executive Officer

SBA Federal Certifications

HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels

Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS

Primary Yes
Code 541219
NAICS Code's Description Other Accounting Services
Small Yes
Code 518210
NAICS Code's Description Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services
Small Yes
Code 541213
NAICS Code's Description Tax Preparation Services
Small Yes
Code 561110
NAICS Code's Description Office Administrative Services
Small Yes
Code 561320
NAICS Code's Description Temporary Help Services
Small Yes
Code 561410
NAICS Code's Description Document Preparation Services
Small Yes
Code 561499
NAICS Code's Description All Other Business Support Services
Small Yes

Export Profile (Trade Mission Online)

Exporter No
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Date of last update: 01 Mar 2025

Sources: Florida Department of State