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As a business owner, you understand the complexity that lies between daily operations, customer communication, and staffing while still focusing on growing your organization. Accounting tasks and responsibilities, which are essential and vital to success in business, can be handled worry-free by putting your trust in one of our certified public accountants (CPAs).

Accurate and dependable bookkeeping services allow businesses to gather a precise picture of their financials at any given time. By maintaining your business’s financial records, tracking transactions, and creating financial reports, you can confidently make decisions concerning your business with a wealth of detailed information. 

Accounting services are provided either at our office or yours. In some instances, we can work on your system remotely to provide the level of service you require. We provide accounting services on a monthly, quarterly, or annual basis tailored to your specific needs.

Let’s get started! Contact us to setup your free, initial meeting to discuss what services you need.

Business Services

  • Account reconciliations
  • Accounting system design and general ledger setup
  • Budgeting, forecasting, and projections
  • Custom reports
  • Financial Statement analysis
  • Financial Statement preparation, compiled, or reviewed
  • Fixed Asset depreciation calculations and reporting
  • Payroll processing
  • Sales and Use tax filings


QuickBooks® accounting software is a popular choice among small to medium-sized businesses. Our QuickBooks Certified ProAdvisors help you access this useful tool and provide guidance on how the program can save you time, effort, and money.

Examples of QuickBooks® services include:

  • Company setup, including chart of accounts
  • Payroll setup
  • Training
  • Troubleshooting

Training and Support

Whether it's guiding you through the installation process or helping you improve your current QuickBooks® setup, our accounting professionals are available to answer software questions or issues you may have. 

Training can be customized to meet the needs of you and your staff. If you would like one-on-one training or several individuals within your business to learn about QuickBooks® or Sage Software®, we can come to your office.

On-Site Services

Whether it's your site or ours, our accounting professionals will be there to assist you at your convenience to help your business operate efficiently, whether it's due to employee turnover or because you'd like a little extra help.

At Legacy Accounting & Financial Services, we are more than willing to spend time assisting you with any questions you may have concerning software set up, software support, or other issues relating to your accounting needs. If that means spending the day with you setting up QuickBooks® and transferring files, we're on the way.

Contact us for a free consultation to determine the depth of your accounting needs, which accounting tasks you would like assistance with, and an estimate.