Small Business Bookkeeping & Accounting Across the Nation
Clean, current books and clear financials, so you always know where your business stands.
Bookkeeping and accounting, handled
Legacy CPAs provides small business bookkeeping and accounting services across the U.S., keeping your books accurate, reconciled, and up to date every month. From day-to-day bookkeeping to monthly financial statements and year-end readiness, we give business owners nationwide a clear, current picture of their numbers, so you can make decisions with confidence and hand clean books to your tax preparer when filing season arrives.
What's included
Everything you need to keep the books clean, current, and ready for any decision.
- Monthly bookkeeping and account reconciliations
- Profit & loss, balance sheet, and cash flow statements
- Accounts payable and receivable tracking
- Sales tax preparation and filing
- Catch-up and cleanup for books that have fallen behind
- QuickBooks setup, support, and monthly maintenance
Know your numbers every month
You shouldn’t have to wait until tax season to understand your business. We close your books monthly and walk you through what the numbers mean, so nothing sneaks up on you and you always have current financials when a bank, lender, or big decision calls for them.
- Timely monthly closes you can count on
- Reports written to be read, not just filed
- A real person who knows your business
Questions about small business accounting
It depends on your transaction volume, the number of accounts, and how far behind the books are, so we quote it after a quick review. Most small businesses are set up on a predictable flat monthly rate. Book a free consultation and we’ll give you a clear number.
Both, though we recommend monthly. Monthly bookkeeping keeps your financials current, catches issues early, and makes tax time far smoother than a year-end scramble.
Yes. Catch-up and cleanup is one of the most common things we do. We’ll get prior months reconciled and accurate, then keep them current going forward.
Yes. We set up, clean up, and maintain both QuickBooks Online and Desktop, and we can train your team to use it day to day. You can read more on our QuickBooks services page.
We primarily work with small to midsize businesses, from solo owners to companies with a handful of employees.
Yes. Payroll is a natural extension of bookkeeping for most clients, so we can handle both together or separately, whichever fits your needs.
Most clients receive monthly reports, though we can adjust the frequency based on how closely you want to track your numbers.
Yes. We walk clients through what their reports actually mean for their business, not just hand over a spreadsheet.
Software handles the recording, but it doesn’t catch errors, apply judgment, or tell you what the numbers mean for your decisions. That’s where we come in.
Access to your bank and accounting software accounts, along with recent financial statements if you have them, is a good starting point. We’ll guide you through the rest.
Still have questions? We’re happy to help.
Related services
Let's get your books in order
Start with a free consultation. We’ll review where things stand and show you what clean, current books look like.