Frequently Asked Questions

We make it easy to find a bookkeeper you can trust. 

Here’s how our process works: 

1. You fill out a short intake form with basic information about your business, industry, and needs.
2. We search The Legacy Directory and our broader network of reviewed bookkeeping firms to find a strong match.
3. If we already have a great fit in our network, we make the introduction.
4. If not, we conduct a curated search for firms that meet our standards, including experience, availability, professionalism, industry fit, and service quality. 

We aim to connect you with a bookkeeping firm that aligns with your business needs, industry, software, size, service requirements, and stage of growth.

Every listed firm in our network goes through a structured review process that considers factors including, but not limited to: 

• Experience in specific industries 

• Use of modern bookkeeping tools  

• Communication and response standards 

• Systems and workflows for quality and consistency 

• Client capacity and service reliability 

We only recommend firms that meet our review standards and appear to be a strong fit for the business need.

Bookkeeping costs vary depending on the size and complexity of your business. We want to help you find a provider that: 

• Charges fairly and transparently 

• Offers pricing aligned with your business size and needs 

• Has the capacity to give your books the attention they deserve 

When you complete our short intake form, we can help provide an estimated monthly cost range based on: 

• Your annual revenue 

• The volume of transactions 

• The services you need (e.g., payroll, invoicing, reporting) 

We’ll help you understand the options available, but ultimately, you choose the provider, service scope, and pricing that make sense for your business.

You’re in the right place. 

Legacy Profit Solutions also helps connect businesses with CPAs for tax and compliance support, and Fractional CFOs for strategy, forecasting, and growth planning. 

If you’re unsure which financial expert is the right next step for your business, book a free consultation, and we’ll help you decide.