4.9
Average rating
11
Client Reviews
$297 to $15,000
Monthly Fixed Fee
What Our Clients Say
4.9
11 Client Reviews
Taylor Waldrep
July 19, 2025
Current client since 2020
4.3
Reason for working with Ingenium Business & Consulting Services
Came highly recommended from our local Small Business Development Center. Began using their services for marketing and then added the financial support and have continued to use their services.
Experience working with Ingenium Business & Consulting Services
I have really appreciated the consistency of the services Ingenium has provided. It's incredibly helpful to have the assistance with bookkeeping, payroll, and financial projections, especially considering as an owner, I'm also still an operator too. Affordable, consistent, small business support.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
R P
July 19, 2025
Current client since 2022
5.0
Reason for working with Ingenium Business & Consulting Services
Competence and pricing.
Experience working with Ingenium Business & Consulting Services
Excellent. Jonathan and his team are true professionals.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
We prioritize working with business owners who desire to be organized, missional, and strategic. They have an investment mindset towards their businesses and are typically focused on long-term, sustainable growth. They are motivated to build businesses that promote human thriving for themselves and everyone around them by implementing healthy business practices. They value outside expertise in the realms of accounting, HR, digital marketing, business administration, business strategy, and long-term planning. They are humble and teachable and eager to learn all they can from others to make their own journey better. They highly value the expertise that others can bring to the table, and they respect the people who work with them.
An ideal client wants to build their business in such a way that their business becomes a valuable asset that can be sold someday to fund their long-term goals. They have a business in the $1M-$10M range, or have a clear vision and drive to get there (which is why I've set a lower minimum revenue number of $180K instead of $1M). They're typically building a team larger than themselves, and are investing in systems, processes, procedures, and delegation in order to reduce the business's dependence on the owner(s) so that the business is more valuable and is able to be sold someday. The owner may never intend to sell, but building a valuable and sustainable business today means that they are prepared if life circumstances ever force a change of plans.
An ideal client wants to build their business in such a way that their business becomes a valuable asset that can be sold someday to fund their long-term goals. They have a business in the $1M-$10M range, or have a clear vision and drive to get there (which is why I've set a lower minimum revenue number of $180K instead of $1M). They're typically building a team larger than themselves, and are investing in systems, processes, procedures, and delegation in order to reduce the business's dependence on the owner(s) so that the business is more valuable and is able to be sold someday. The owner may never intend to sell, but building a valuable and sustainable business today means that they are prepared if life circumstances ever force a change of plans.
Clients who wouldNOTbe a good fit
Business owners who: - Intend to stay solo or to remain under $1M in revenue indefinitely
- Do not prioritize organization, mission, or strategy
- Prefer to 'play it by ear' rather than having robust strategic plans
- Do not invest in systems, processes, procedures and delegation
- Jump into high-risk opportunities without an operations or contingency plan
- Have short-term business goals to maximize personal cash flow or tax advantages or passive income, with little interest in long-term effects of these decisions
- Are willing to make decisions that could risk or incur penalties if the perceived advantage is greater than the penalty
- Feel that bookkeeping is a necessary evil that should be taken care of as quickly and cheaply as possible
- May be so dedicated to the business that they don't trust their team and feel a need to personally take over whenever something goes off script
- May believe that a good team should be able to handle everything without needing communication from the owner
- Feel that communication is a waste of time, and inboxes often go unread for days or weeks
- Do not prioritize organization, mission, or strategy
- Prefer to 'play it by ear' rather than having robust strategic plans
- Do not invest in systems, processes, procedures and delegation
- Jump into high-risk opportunities without an operations or contingency plan
- Have short-term business goals to maximize personal cash flow or tax advantages or passive income, with little interest in long-term effects of these decisions
- Are willing to make decisions that could risk or incur penalties if the perceived advantage is greater than the penalty
- Feel that bookkeeping is a necessary evil that should be taken care of as quickly and cheaply as possible
- May be so dedicated to the business that they don't trust their team and feel a need to personally take over whenever something goes off script
- May believe that a good team should be able to handle everything without needing communication from the owner
- Feel that communication is a waste of time, and inboxes often go unread for days or weeks
Minimum Financial Requirements
Annual Income
$75,000
Annual Revenue
$180,000
Client Specialties
Preferred Industries
Industries Ingenium Business & Consulting Services doesNOTserve
Services Offered
Service Pricing
Hourly Rate
$95 to $195
Monthly Fixed Fee
$297 to $15,000
Quarterly Fixed Fee
$297 to $1,500
Project-Based Fee
$250 to $25,000
Meeting Options
Video meetings
Phone
Email
In person meetings
Ingenium Business & Consulting Services's Tech Stack
About Ingenium Business & Consulting Services
Ingenium Business & Consulting Services is a firm of accounting professionals and related business professionals offering bookkeeping, payroll, A/P, A/R, HR, benefits administration, and other related services. We primarily serve companies in the realm of professional services (such as law firms, medical practices, consulting firms, and real estate firms) who desire to be organized, missional, and strategic; who invest in systems, processes, procedures, and people; and who want to build valuable businesses that they can sell at some point in the future.
We provide our clients with CPA-ready financials and give them a consistent year-round client services experience that is not at the mercy of the tax season/off-season rollercoaster that is so typical in the industry. OUR STAFF DOES NOT DO BUSINESS OR PERSONAL INCOME TAXES. If you're looking for a CPA or tax preparer, we have partnered with a CPA firm we trust that is solely focused on tax preparation, and we refer our clients and prospects to them. We have other CPA referrals available as well. If you're already set on the CPA or tax preparer front, we typically work closely with each client's CPA or tax preparer on tax matters and take point on coordination so that our client isn't caught in the middle.
Each client is assigned an account manager who is a highly-personable and highly-proficient practitioner (not a salesperson!) and who is also the primary person delivering services to their business. We do this so that there is the least amount of friction, information loss, and time loss between receiving a client request and fulfilling it. We don't want our clients speaking to middlemen who don't understand what the client is asking for and who don't have the expertise to answer most of their questions directly without asking someone else for input. A plurality of our team, including most of our account managers, are current or former small business owners, so there is a high likelihood that whenever you engage with our team you will be dealing with someone who knows what it's like to be an entrepreneur, and who can walk through the highs and lows with you from a place of empathy informed by experience.
We provide our clients with CPA-ready financials and give them a consistent year-round client services experience that is not at the mercy of the tax season/off-season rollercoaster that is so typical in the industry. OUR STAFF DOES NOT DO BUSINESS OR PERSONAL INCOME TAXES. If you're looking for a CPA or tax preparer, we have partnered with a CPA firm we trust that is solely focused on tax preparation, and we refer our clients and prospects to them. We have other CPA referrals available as well. If you're already set on the CPA or tax preparer front, we typically work closely with each client's CPA or tax preparer on tax matters and take point on coordination so that our client isn't caught in the middle.
Each client is assigned an account manager who is a highly-personable and highly-proficient practitioner (not a salesperson!) and who is also the primary person delivering services to their business. We do this so that there is the least amount of friction, information loss, and time loss between receiving a client request and fulfilling it. We don't want our clients speaking to middlemen who don't understand what the client is asking for and who don't have the expertise to answer most of their questions directly without asking someone else for input. A plurality of our team, including most of our account managers, are current or former small business owners, so there is a high likelihood that whenever you engage with our team you will be dealing with someone who knows what it's like to be an entrepreneur, and who can walk through the highs and lows with you from a place of empathy informed by experience.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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