No two businesses have the same accounting rhythm. We begin with a conversation, understand the complexity, and recommend the right level of support.

A clear scope for the support your business actually needs.

PRICING

No unnecessary services.

No one-size-fits-all package.

Just the support your business needs.

08 Foundation

Essential monthly accounting

For small businesses that want dependable bookkeeping and a clean monthly financial foundation.

Custom

monthly pricing

Monthly bookkeeping

Bank and card reconciliation

Month-end review

Profit & loss statement

Balance sheet

Email support

Get Foundation Pricing ↗

MONTHLY SUPPORT

Choose the level of partnership that feels right.

08 Growth

Expanded financial management

For established businesses that need more involvement, operational support, and greater visibility.

Custom

monthly pricing

Everything in Foundation

Payables or receivables support

Payroll accounting coordination

Enhanced reporting

Cash-flow visibility

Monthly review meeting

Get Growth Pricing

08 Legacy

Strategic accounting partnership

For businesses that want deeper financial insight and a more involved management-level relationship.

Custom

monthly pricing

Everything in Growth

Advanced management reporting

Budget and KPI support

Performance reviews

Process improvement

Strategic advisory meetings

Discuss Legacy Support ↗

Every engagement receives a custom quote after we understand transaction volume, accounts, reporting needs, and the current condition of your books.

Request Project Pricing ↗

Project-based support is available for specific needs that do not require an ongoing monthly engagement.

Sometimes you just need help solving one accounting problem.

Catch-up bookkeeping

Accounting cleanup

QuickBooks setup

QuickBooks review

Historical reconciliation

Accounting workflow setup

ONE-TIME PROJECTS

WHAT SHAPES YOUR QUOTE

Pricing reflects the real rhythm and complexity of your business.

Clear financial visibility

Number of bank and card accounts

Business entities

Current condition of the books

Payroll activity

Payable and receivable needs

Reporting frequency

Historical cleanup

Advisory involvement

CLIENT EXPERIENCE

Let’s make your accounting one less thing to worry about.

Tell us where your business stands today and where you need support. We’ll help you identify the right next step.

Book a Free Consultation

YOUR NEXT CHAPTER STARTS WITH CLARITY

Build today. Plan tomorrow.
Leave a legacy.

Book a Free Consultation

Professional accounting support for business owners who want clearer numbers, better systems, and dependable guidance.

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Core services

Monthly bookkeeping
Cleanup & catch-up
Financial reporting
Business advisory

Start a conversation

Serving businesses remotely

Phone and email available upon request

Contact Legacy ↗

A clear scope for the support your business actually needs.

No unnecessary services.

No one-size-fits-all package.

Just the support your business needs.

08

Foundation

Custom

Choose the level of partnership that feels right.

08

Growth

Custom

08

Legacy

Custom

Sometimes you just need help solving one accounting problem.

Catch-up bookkeeping

Accounting cleanup

QuickBooks setup

QuickBooks review

Historical reconciliation

Accounting workflow setup

Pricing reflects the real rhythm and complexity of your business.

Clear financial visibility

Number of bank and card accounts

Business entities

Current condition of the books

Payroll activity

Payable and receivable needs

Reporting frequency

Historical cleanup

Advisory involvement

Let’s make your accounting one less thing to worry about.

Build today. Plan tomorrow. Leave a legacy.

Build today. Plan tomorrow.
Leave a legacy.