What we offer....
Let us worry about your bookkeeping so you can focus on running your business and generating profit.
​Accurate bookkeeping is essential to your company’s long-term viability. Our team is experienced, affordable, accurate and reliable. We are proud to serve a variety of industries from Corporations, self-employed, and Non Profit business owners. We provide one on one personalized needs assessments with our clients before recommending products. It is best to set your bookkeeping up at the start of your business so that you can keep track of where your money is going. Here at Legacy we we’ll set up your business profile and recordkeeping system through QuickBooks that make it easy for you to keep track of where your money is going. For businesses that have been established for a while that need cleaning up, we’ll work with you to create your bookkeeping systems through QuickBooks and set up a system of checks and balances.​
Bookkeeping Services for Small Businesses
“At Legacy Financial Services, we offer a comprehensive range of financial services tailored to meet the diverse needs of our clients:
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Accounts Payable: We handle entry and bill payment processes efficiently, ensuring timely and accurate transactions.
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Accounts Receivable: Our services include entry, invoicing, deposit management, and collection support, guaranteeing smooth cash flow.
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Bank Reconciliations: We meticulously reconcile your bank statements, ensuring accuracy in financial records.
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Bookkeeping Clean Up: Trust us to clean up your financial records, organizing them for clarity and precision.
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General Ledger Management: We manage your general ledger meticulously, providing a clear overview of your financial transactions.
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Tax Forms (1099s): We assist in preparing and filing tax forms, including 1099s, ensuring compliance with tax regulations.
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Payroll Processing: Our expert team handles payroll processing with attention to detail, guaranteeing accurate and timely payments.
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Agreed Upon Procedures (Private Schools): We specialize in agreed upon procedures tailored for private schools, ensuring compliance with regulations.
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Tax Planning: Rely on us for strategic tax planning, maximizing your financial efficiency and minimizing tax liabilities.
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File Payroll Tax Returns: We take care of filing your payroll tax returns, ensuring compliance and avoiding penalties.
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With Legacy Financial Services, you can count on expert assistance in all these areas, allowing you to focus on your business’s growth and success.”
Pay Bills Monthly
Submit Bank Statements
What we need from you​
Submit Credit Card Reports/Statements
