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Strategic Financial Partnerships for Sustainable Business Growth

At Legacy Profit Solutions, we believe that business ownership should be rewarding — financially, professionally, and personally. Yet too many entrepreneurs across the U.S. and Canada find themselves overwhelmed, underpaid, and stuck in a cycle of working in the business instead of on it. 

We’re here to change that. 

By connecting small and mid-sized business owners with trusted financial professionals — including Bookkeepers, CPAs, and Fractional CFOs — we help you unlock the power of financial clarity and expert strategy. Whether you’re struggling to keep up with basic bookkeeping or planning your business exit, we help you find the right support to move forward with confidence.

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Our Mission

To empower business owners across the U.S. and Canada by connecting them with vetted financial experts who deliver clarity, accountability, and results. 

Through the right financial partnerships, we help you:

  • Regain control of your finances
  • Make more intelligent, data-driven decisions
  • Improve profitability and cash flow
  • Plan strategically for growth, succession, or sale

We don’t offer cookie-cutter solutions — we provide relationships that elevate your business.

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Why We Exist

Too often, small business owners try to be everything: CEO, accountant, HR manager, and operations lead. But without proper financial systems and strategic insight, it’s nearly impossible to grow without burnout. 

Larger companies have entire finance teams. You might just need one expert — the right expert — to start making meaningful progress. 

We founded Legacy Profit Solutions to bridge that gap. 

Through our network of vetted professionals, we help business owners access practical, executive-level financial support without building a full internal finance team. Our approach is based on trust, experience, and the belief that entrepreneurs deserve the same quality of guidance as big corporations, just tailored to their stage and scale.

Meet the Founder

Matthew Birch, Founder, Legacy Profit Solutions

Matthew Birch

With a career spanning over two decades in finance and operations, Matthew Birch has led accounting teams in businesses generating up to $80 million in annual revenue. From managing complex financial systems to developing real-time reporting dashboards, his work has enabled executives to make bold, data-informed decisions that drive growth. 

In recent years, Matthew shifted his focus to working with small and mid-sized business owners, helping bring big-business financial discipline to smaller operations. He is passionate about levelling the financial playing field and helping entrepreneurs build companies that support their long-term goals, not just their short-term survival. 

What sets him apart is his commitment to matching each business with the right financial expert: someone whose experience, service model, and communication style fit the business. Through strategic insight and practical support, he helps owners gain clarity, reduce overwhelm, and take confident action. Whether you need a Bookkeeper, CPA, or Fractional CFO, Matthew connects you with the right fit to move your business forward.

Why Choose Legacy Profit Solutions?

We’re not a bookkeeping firm. We’re not a CPA office. We don’t provide fractional CFO services directly. 

What we do is focused: we help you build the right financial support team, starting with where you are and where you want to go. 

Here’s what sets us apart: 

  • Vetted Professionals Only – We work with financial experts who are reviewed for experience, professionalism, fit, and service quality. 
  • Tailored Recommendations – We listen first, assess your situation, and help match you with professionals based on your business needs, goals, industry, size, and stage. 
  • Built for Small and Mid-Sized Businesses – Our network understands the pressure of leading a business while also managing operations, people, clients, and cash flow. 
  • Support That Evolves With You – As your business grows, your financial needs shift. We help you build a scalable support system for the long haul. 

The Legacy Mindset

At the heart of Legacy Profit Solutions is a belief that profit is not the end goal — it’s the fuel for the legacy you’re building. 

Whether your dream is to scale your business, sell it, or simply create a company that supports your lifestyle, it starts with financial clarity and strategic action. That’s what the right financial support can help create.

Let’s Talk About Your Next Chapter

Whether you’re behind on your books, overwhelmed by tax season, or ready to build a business that works for you, Legacy Profit Solutions can help connect you with the right professionals.

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To request a free assessment, please complete the contact form.

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