How to Create Your Profile
Follow these simple steps to activate your listing in the Legacy Directory:
Step 1 – Create Your Legacy Login
Click “Create Your Directory Profile” to begin. Enter your User Name, Your Name and Firm Name. This will become your universal Legacy Login – the same credentials you’ll use to access your Legacy Directory profile.
Step 2 – Complete the Firm Questionnaire
After logging in, fill out the Bookkeeping Firm Questionnaire to help us understand your firm’s strengths, internal controls, client capacity, and ideal industries. This allows us to confidently refer the right business owners to you.
Step 3 – Submit a Reference Check
Provide at least one client reference in an industry you want to attract more work in. Your client will receive a short 2–3 minute questionnaire. Once verified, your firm’s expertise in that industry will be marked as “Validated.”
Step 4 – Payment and Activation
Payment will be requested following our review of your Firm Questionnaire and Reference Checks
Your profile will be activated once our team has reviewed your Firm Questionnaire, completed reference checks, and confirmed your payment to ensure all directory listings meet our quality standards.
