Financial Management (Bookkeeping) & Financial Advisory Services
Reliable financial records are the foundation of every successful business. Legacy Tax Specialists provides financial management and advisory services that help business owners stay organized, maintain compliance, and make informed financial decisions.
Our financial management solutions are designed to keep your financial records accurate, up-to-date, and ready for tax preparation, financing opportunities, and business growth.
Professional Financial Management Services
Legacy Tax Specialists supports businesses with accurate financial recordkeeping and reporting to ensure your books remain compliant and organized throughout the year.
Our services include:
• Transaction categorization
• Monthly account reconciliation
• Profit & loss reporting
• Balance sheet preparation
• Expense tracking
• 1099 contractor tracking
Accurate books help business owners understand their financial position and prepare properly for tax season, loan applications, and strategic planning.
What to Expect as a Financial Management Client
Our financial management process is designed to be simple, transparent, and efficient.
Step 1
Secure Client Portal Access
Clients receive secure access to upload financial documents and communicate with our team.
Step 2
Monthly or Quarterly Financial Management
We organize and reconcile financial transactions to maintain clean, accurate records.
Step 3
Financial Reporting
Clients receive updated reports such as profit and loss statements and balance sheets.
Step 4
Year-End Tax Readiness
We ensure financial records are prepared and organized for tax filing.
Step 5
Engagement Review
All services and responsibilities are outlined in a clear engagement agreement.
Step 6
Tax Preparation Coordination
Financial records are reviewed and used to prepare accurate tax filings.
Step 7
Ongoing Support
Clients receive ongoing guidance and support for financial organization and compliance.
Priority IRS Notice Support
Financial Management clients receive priority support for any IRS notices received under their purchased package plan.
Benefits include:
• Faster IRS notice review
• Guidance on next steps
• Priority response assistance
• Compliance monitoring
Ready to organize your finances and simplify your financial management (bookkeping)?
Our team of experts is dedicated to helping individuals and businesses achieve financial success.
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Address:
Bank of America Bldg (inside)
1540 Hwy 138 SE
Ste. 3A
Conyers, GA 30013
770.648.6503
© 2019. 1540 Hwy 138 SE Ste 3A Conyers, GA 30013. All rights reserved.