Managing your business has never been easier, now you have one team to help with everything
Consult & Strategize
Meet with us for a free 30 minute business consultation where we will help get your Business Plan alive, in action, & implementation.
Connect & Find
We connect you to key players every business needs: Accountant, HR/Payroll team, Banker, Business Attorney, Financial Advisor, Insurance Agent, & Marketer.
Review & Analyze
Analyze & Review Business SOPS, KPIs, & Data/Analytics & shop current service providers like HR, Payroll,Marketing, Merchant Services, Insurance
Create & Automate
Create Automations and integrations within the business to streamline processes
Implement & Grow
We will help you build out the systems and processes necessary to launch, grow, & scale your business.
It's time to simplify your business systems and work under ONE umbrella with ONE Consultant
LocalFi works with Local & National services providers. Our strategic partnerships are created to provide the best software & service for your company's growth.
THE ONE STOP BUSINESS SHOP
Supporting local means something bigger than just supporting a local business. You are supporting families, careers, & helping our partners achieve their individual goals through the vehicle of LocalFi. When you work with us, you aren't only getting top-notch customer service, support, & technology; you are also supporting other local businesses & families here in the community.
"We see LocalFi as our all in one full-service business team"
- Luis Romero / Chief Operations Officer
Who We Serve
We want business owners to look through a different lens when they meet with our team. We want to show business owners how to outsource the stress, & enjoy the rest.
Our team makes it easy to buy - LocalFi
Let’s Work Together
43280 Business Park Drive #201 Temecula, CA 92591
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