LEGACY SOLUTIONS CPA, LLC
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Financial Services


Fractional, interim, or project-based financial support matched to organization needs. Fractional CFO services can be performed in-person, or virtually and include a customized package to meet client needs:

  • Accounting Function Design and Oversight for businesses that have outgrown basic bookkeeping services
  • Budget Development & Management
  • Financial Modeling & Performance Tracking
  • Cash Flow Forecasting & Management
  • Product Line Analysis
  • Income statement, balance sheet and cash flow analysis  ​

​Software: Oracle, Microsoft Great Plains, Yardi, Quickbooks, Salesforce, other systems upon request 

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Tax Advisory  

  • Tax issues can be complex and time-consuming: 
    • ​Tax Requirements:       
      • S-Corporation
      • C-Corporation
      • LLC
      • Partnership
      • Nonprofit​
    • ​Compensation and Benefits Consulting 
    • State and Local Tax
    • Tax Credits and Incentives 

Tax Cuts and Jobs Act

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Consulting 

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Recommendations of best fit for your company
​Financial consultation
​Tax consultation
Accounting software
Systemization of Accounting Records 

Annual or Quarterly Filing Requirements





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Accounting
Taxes
Consulting

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  • Home
  • About
  • Services
  • Contact