"Advanced Education Accounting Solutions"

"Legacy Financial Services provides dedicated accounting solutions tailored specifically for educational institutions. Our expertise in managing the financial needs of schools, colleges, and other educational entities ensures accurate bookkeeping, compliance with regulatory requirements, and efficient financial management.

"At our company, we specialize in delivering top-tier bookkeeping services tailored for educational institutions, including those supported by Step Up For Students funding. We take great pride in supporting educators who play a crucial role in enriching our community's knowledge base.

Our comprehensive services go beyond basic bookkeeping. We provide a full spectrum of tax, accounting, and assurance services specifically designed to meet the unique needs of educational institutions.

Whether you're a private school seeking financial clarity or a recipient of Step Up For Students funding, our dedicated team ensures your financial processes are efficient, precise, and compliant with regulations.

Partner with us for expert financial support that allows you to focus on what truly matters – delivering quality education and shaping the future of our community."

"While we are not CPAs, our accounting services are designed to ensure your compliance with Step Up For Students AUP standards. We specialize in bookkeeping, focusing on internal controls, budget preparation, board meeting structure, and student billing. Trust us to streamline your financial documentation, ensuring accuracy and adherence to regulatory standards."

What we do....

Budget Preparation

Student Allocation & Invoicing

AUP Documentation Prep

Our accounting firm excels in crafting tailored budgets specifically designed for schools. We ensure precision in financial planning, supporting educational institutions to effectively manage resources and achieve their academic goals."

Our accounting firm specializes in seamless student allocation and invoicing services tailored for schools. With precise management of tuition accounts with accurate allocations, we streamline financial processes to ensure accurate billing and allocation, empowering educational institutions to focus on fostering student success."

Our accounting firm provides expert guidance on achieving compliance with Step Up for Students' AUP (Agreed Upon Procedures) standards. We ensure your financial documentation meets regulatory requirements, offering peace of mind and support for educational institutions participating in this vital program."

Dedicated exclusively to education, we empower your school for success

Our committed team works closely with you to gain profound insights into your school, provide education on compliance procedures, and guarantee a seamless experience.

What we do continued...

"At our firm, we specialize in comprehensive financial services designed specifically for educational institutions:

Rigorous Account Reconciliation: Guarantee financial accuracy and integrity through meticulous reconciliation.
Financial Stewardship and School Budget Administration: Expert oversight and assistance in school budget administration for fiscal responsibility.
Robust Internal Controls and Operational Protocols: Establish strong controls and protocols to safeguard financial assets and enhance operational efficiency.
Annual Audit Preparation (AP) for Schools: Prepare schools for annual audits to ensure compliance and smooth audit processes.
Meticulous Payroll Management: Detailed and accurate management of payroll for timely employee payments.
Efficient Accounts Payable Processing: Streamline accounts payable processing for optimized financial workflows.
Expertise in Step Up For Students Program: Specialized guidance on navigating the complexities of the Step Up For Students program, ensuring seamless funding processes.

Partner with us for dedicated financial expertise tailored to the unique needs of educational institutions. With our support, you can focus on delivering exceptional education while we manage your financial complexities with care and proficiency."