The bookkeeping services provided by Legacy Counsel Group under our Elite Package Plans are designed to maintain the ongoing financial health and organizational integrity of your business. These services primarily encompass the systematic categorization of monthly transactions, comprehensive account reconciliation, and the generation of essential financial reports tailored to your specific service tier. Our objective is to ensure that your financial data is accurate, current, and reflects the true state of your operations at all times.

It is important to note that our standard bookkeeping engagement is distinct from other specialized financial services. While our work ensures your records are prepared for tax season, this scope does not inherently include the preparation of business income tax returns, nor does it cover payroll processing unless a separate service agreement has been established. Our Elite Package Plans are for current, forward-looking maintenance. Any retroactive bookkeeping or historical "catch-up" work to bring records up to date is a separate project. It will require an explicit professional quote based on the volume and complexity of the records involved.

For clients requiring business tax return services, these are managed and billed separately through our dedicated Tax Services department. To initiate these services, we require an upfront contingency fee to secure your place on our filing calendar, with the remaining balance due in full upon the completion of the return. To further customize your support, Legacy Counsel Group offers a variety of premium à la carte additions. These include, but are not limited to, the generation of monthly Profit & Loss statements, custom reporting for lenders or grant applications, and detailed cash flow projections. Clients may also choose to integrate our Compliance Protection Plan or historical cleanup services as needed. All additional fees for these expanded services will be clearly disclosed and require your formal approval before any work commences, ensuring complete transparency in our professional partnership.