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 our Legacy Profit network of pre-vetted 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 scout and vet local firms to find one that meets our high standards — including experience, availability, and professionalism. 

We aim to connect you with a bookkeeping firm that aligns with your business needs.

Every firm in our network must pass a 14-point vetting process that reviews 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 we’d trust with our own books.

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 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 work with you and the bookkeeping firm to stay within that range, but ultimately, you always have the choice of provider and pricing.

You’re in the right place. 

Legacy Profit Solutions doesn’t just help with bookkeeping — we also connect businesses with CPAs (for tax and compliance) and Fractional CFOs (for strategy 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.