oUR sERVICES
Confidence meets expertise—let’s build your legacy together.
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Financial Clarity Starts with Clean Books and Confident Knowledge
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Behind-the-Scenes Support to Help You Focus on Growth
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We Help You Grow the Right Way—With Profit in Mind
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Track Your KPIs. Visualize Progress. Stay in Control.
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Sell for What You’re Worth. Buy With a Plan.
bookkeeping & Training
Streamline Your Finances. Strengthen Your Business.
We offer professional bookkeeping services and accounting training designed to keep your financials clean, accurate, and easy to understand. Whether you're a small business owner needing hands-off monthly bookkeeping or you're ready to take control of your own accounting with expert guidance, we’re here to help.
Our Services Include:
Monthly, quarterly, or annual bookkeeping
Bank and credit card reconciliation
Financial reporting (P&L, balance sheet, cash flow)
Customized accounting training for individuals or teams
Businesses with accurate, up-to-date books are 2x more likely to survive beyond 5 years.
– U.S. Small Business Administration
Operator & Managerial Services
Optimize Operations. Maximize Performance.
We offer tailored operational and managerial services to help small businesses run smoother, scale faster, and perform better. Whether you’re building your business from the ground up or need help managing growth, we step in as your behind-the-scenes partner to improve efficiency, systems, and leadership.
Our Services Include:
Business process optimization & workflow design
Day-to-day operations management
SOP creation & implementation
Strategic planning & goal setting
Poor operations management costs small businesses up to 30% in lost productivity.
– McKinsey & Company
Business Growth Consulting
Unlock Growth. Scale Smarter.
We specialize in business growth consulting for entrepreneurs and small businesses ready to take things to the next level. Whether you're stuck at a revenue plateau or need a roadmap to scale sustainably, we provide the strategy, structure, and support to fuel your next stage of growth.
Our Growth Consulting Services Include:
Business model analysis & strategic planning
Revenue growth strategies
Operational scaling & systemization
Team building and leadership development
KPI tracking & performance optimization
Businesses that use a growth consultant increase profits by an average of 27% within 12 months.
– Inc.com
Custom Dashboards
Visualize What Matters. Drive Smarter Decisions.
We design custom dashboards and performance scorecards that turn your business data into clear, actionable insights. Whether you're tracking KPIs, managing team performance, or monitoring financial health, we help you measure what matters—at a glance.
Our Dashboard & Scorecard Services Include:
Custom KPI dashboards for leadership & teams
Financial performance scorecards
Sales, marketing, and operations tracking tools
Real-time data visualization & reporting
Integration with tools like QuickBooks, Excel, Google Sheets, Power Bi, Tableau
Businesses that use performance dashboards grow revenue 24% faster than those that don’t.
– Aberdeen Group
Business Acquisitions & Exits
Buy Boldly. Exit Smart.
We guide entrepreneurs and business owners through every stage of business acquisitions and exit planning. Whether you're looking to acquire a business, prepare for a profitable exit, or plan your next strategic move, we help you navigate the process with clarity, confidence, and maximum value in mind.
Our M&A Services Include:
Business acquisition strategy & sourcing
Due diligence support & valuation guidance
Exit planning & succession strategy
Businesses prepared for sale receive offers 20–40% higher than those that aren’t.
– Pepperdine Private Capital Markets Project
Contact us
Have questions or ready to take the next step? We’d love to hear your story and explore how Legacy Firm can help you scale, acquire, or exit your business strategically.