about
Who better to manage your finances, than someone who understands?
I started the Legacy Accounting Firm to create a custom experience for Parent entrepreneurs to succeed in their business and in their personal lives. When we have both a business and family we shouldn't have to choose between them.
YOU CAN HAVE BOTH
As a mother and woman working in this industry, I understand how many people underestimate the value of that.
You may not need an accounting degree to run a successful business (that's what I'm here for); but you do need a team who understands the importance of your growth. One who can help you achieve the goals of financial freedom to make accurate financial decision that match your business and lifestyle goals.
Our clients are spoiled from working with us. They immediately see the benefits such as consistency in paying themselves, growing their teams, making informed financial decisions, and stop wasting money on taxes that they don't owe. Cause who has time for the dreaded tax bill?
This is how you get it all.
brand values
This is what we stand true to at Legacy Accounting Firm:
We are a family first. Providing proactive and personalized service is at the core of what we offer, along with trust, honesty and open communication. We work enthusiastically with our clients to add value, excellence and financial empowerment so they can succeed in every possible way.
MEET THE TEAM
dede wells
Head Accounting Manager and Tax Expert Dede supports her clients with business financial strategy and tax strategy so they can be financially supported in their business.
brianna burm
As our Operations Manager Brianna manages our client accounts and provides admin support for client accounts and services.
karri linder
As our lead bookkeeper, Karri manages our client financials so they can hit profit goals and achieve financial success.
We care about you and your business. We’ll align superior, customized services with your exact needs and work together to achieve your business goals, your desired lifestyle, and financial freedom.
Proactive & Experienced Advisors
Make the best decisions for your business throughout the year, instead of at year end.
Responsive &
Attentive
Emails and phone calls are returned within one business day.
Family First
Rest assured we understand how important it is to balance home and work life.
team fun facts:
Dede used to be a Dental Technician in the Air Force. She has 8 siblings. She studies chakras. She started a program for highschool students to prepare them for life after graduation.
You started your business because you love what you do, we understand that love and want to make sure we help you stay focused on being the best in business. We offer the following services to help you with that:
Monthly Bookkeeping Services
A full-service accounting resource for your business. Helping you increase profitability, improve cash flow, stay on track of your goals, and much more.
CFO Advisory & Tax Strategy
Strategic financial guidance for sustainable growth. We help you measure key performance indicators, minimize tax liability, optimize cash flow, and make data-driven decisions to achieve long-term success.
Tax Preparation
Services
With us, you can plan ahead and avoid tax season headaches. We'll not only prepare you for tax season, but also file your taxes for you.
A WORD FROM OUR CLIENTS
"She has great resources and applies the insight gained from running her own business......
Dede Wells with Legacy Accounting has been easy to work with. She has great resources and applies the insight gained from running her own business as well as being adaptable to mine.
- JAKE M, WHITESTONE DC
©2022 The Legacy Accounting Firm. All Rights reserved.
WE ALSO OFFER TAX PREPARATION SERVICES. LEARN MORE
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