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Book My Discovery
Book My Discovery

We’re not bargain bin, & we sure aren’t everybody’s cup of tea.
We just get the job done.

Mini case study showing how a client used tax savings to purchase a warehouse outright with no rent
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Mini case study showing over $370K in profit distributions from implementing Profit First system
Animated rocket launching upward, symbolizing business growth and financial momentum
Mini case study showing how a business owner paid off $145K in debt and covered tax bills using the Paragon Profit Process
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how we get it done -no apologies

Schedule your Discovery Meeting

  • Here's how it works:
  • WE TALK GOALS. WHAT’S KEEPING YOU UP AT NIGHT?
    WHERE DO YOU WANT YOUR BUSINESS TO GO?
  • WE MAKE SURE WE’RE A MATCH. WE’LL CONFIRM IF WE’VE GOT THE SERVICES (AND THE TEAM) TO GET YOU THERE.
  • WE BUILD YOU A CUSTOM QUOTE. NO COOKIE-CUTTER NONSENSE-JUST EXACTLY WHAT YOUR BUSINESS NEEDS.

WE WRAP IT UP. IF IT’S A FIT, WE’LL GET STARTED. IF NOT, NO HARD FEELINGS.

⚠ Heads up: We exclusively work with businesses bringing in $250K+ in annual revenue or More—because our RObust strategies are built to create serious impact!

Your 60-day Business Transformation Begins

  • ONCE YOU'RE IN, WE DON'T WASTE TIME- WE ROLL UP OUR SLEEVES AND GET TO WORK:
  • WE DIVE DEEP. WE TEAR THROUGH YOUR FINANCIALS, TAX RETURNS, AND EVERYTHING IN BETWEEN TO UNCOVER WHAT’S WORKING-AND WHAT’S WRECKING YOUR CASH FLOW.
  • WE CLEAN IT UP. BACKWORK? YEP, WE HANDLE IT. WE’LL REBUILD YOUR FINANCIALS SO YOU FINALLY HAVE NUMBERS YOU CAN TRUST.
  • WE DELIVER FRESH FINANCIALS. NO MORE MYSTERY MATH.
YOU’LL GET CLEAR, UPDATED REPORTS THAT MAKE ACTUAL SENSE.
  • WE SIT DOWN AND SHOW YOU WHAT WE FOUND. THE GOOD, THE BAD, AND THE UGLY. WE DON’T SUGARCOAT IT– BUT WE WILL GIVE YOU THE GAME PLAN TO FIX IT.
⚠ Heads up: TRansformation time Depends on CLIENT cooperation and state of business records.

Guidance That Flips the Script and Keeps You Winning

  • we’ve cleaned up the chaos, we don’t disappear—we stick with you to keep the momentum going.

Level 1: The Basics (But Better)

 

  • Every month, we’ll check in and flag anything in your financials or industry trends you need to know.
  • You’ll also get two strategic tax meetings a year—one for proactive planning, one to close the year strong (and compliant).
  • No surprises, no scrambling, just steady control of your financial landscape.
  • Level 2: The Paragon Profit Process

Ready to scale and stop the feast-or-famine cycle?

  • We Make sure you take control of your cash flow.
  • We supercharge your goals with accountability and real strategy.
  • We help you trim the fat.
  • We create a plan to upscale your business and build serious wealth.

 

Bottom line: You get a partner who’s as invested in your success as you are—and who isn’t afraid to push you further.

Book Me Now

We’re not here to play by the old rules. We’re here to help small business owners take BACK what’s theirs—more wealth, more freedom. With fully competent transparency and a ruthless mission to fight back against the broken system. We team up with you to not only grow and protect your wealth but also your time.

“I Spend More time Working In my Business. Growing My business.”

David Merino

Merino & Associates, LLC

Book Me Now
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