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

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

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	-

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

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