Legacy Consulting is dedicated to providing a holistic approach to your business needs. Legacy Consulting was founded by a Certified Public Accountant, with over 15 years of public and private accounting experience.

Legacy aims to educate and empower our clients and the community. We work with both the energy and intention around your business with practically aligned actions. We work with a select number of clients and organizations through our holistic practice.

SERVICES

Our expertise is focused around three core business lines, with professionals engaging in these areas every day, harnessing the exponential power of our collective knowledge.

Business Consulting

Ready to take your company to the next level? We are experienced consultants here to help you grow your company. We address your current needs and concerns and come up with an action plan to move your company forward.

Business Development

Got an idea you want to get off the ground? We help you come up with a strategic game plan to implement to start making tangible headway.

Finance

Are you looking to set up or develop an accounting system that meet your financial reporting and tax needs? We can help you.

Services we provide include:

- Accounting / bookkeeping
- Business plans
- CFO solutions
- Divorce accounting
- Due diligence
- Expert witness / litigation support
- Fiduciary services
- Financial planning
- Financial reporting
- Investment advisory
- Payroll
- QuickBooks consulting
- Startup consulting
- Tax consulting services
- Transaction advisory
- Valuation services
- Wealth management

Legacy Consulting

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Legacy Consulting

Org chart

Teams

Offices

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