Who better to manage your finances, than someone who understands?
I started the Legacy Accounting Firm to create a custom experience for mom 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.
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.
I love playing with old film cameras! It's a hobby of mine.
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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.
VIEW OUR SERVICES
MEET THE TEAM
As our Operations Manager Brianna manages our client accounts and provides admin support for client accounts and services.
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.
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.
WHY CHOOSE US?
Emails and phone calls are returned within one business day.
Responsive and Attentive
Make the best decisions for your business throughout the year, instead of at year end.
Proactive & Experienced Advisors
Rest assured we understand how important it is to balance mommyhood.
For Moms, by Moms in business.
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.
Brianna is also a registered travel agent. She was a lifeguard and swim lesson instructor. She has old senior dogs, and plan to adopt more to give a pampered home to live out their days. (Her boys are currently 14 and 13!) She married her high school sweetheart.
Karri in the symphony. She owns chickens, rabbits, dogs, and cats and aspire to someday have a petting zoo. She homeschools her three children.
Teagan loves to dance. He likes the rain. He is super intelligent! He’s 1 and can count to 10, knows his alphabet, and knows the value of coins.
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:
A full-service accounting resource for your business. Helping you increase profitability, improve cash flow, stay on track of your goals, and much more.
WHAT WE OFFER
Business Accounting Services
Let us take the guesswork out of everything and give you a clear path to financial safety. With this service you get one-on-one guidance and a comprehensive financial plan.
Personal Accounting 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.
Tax Preparation Services
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A WORD FROM OUR CLIENTS
Kind Words
"She has given me some amazing tips on saving money and finding money(grants) for my business..."
"Dede has been handling my business’ books for two years. I have not had one complaint; she has always made sure to address any questions or concerns. I am very skeptical when it comes to people helping me with finances, But since working with Dede I have been able to qualify for a home using my business’ income and adopt my beautiful baby boy. She has given me some amazing tips on saving money and finding money(grants) for my business. I have recommended her to all of my family and friends with new businesses and old businesses...and those wanting to start a business. I wish I had her when I started my business but I thank God that I have her now. She is wonderful."
- NICHOLE K , KINGDOM BOUND KIDZ
"We LOVE working with them!"
"Dede and her team are always timely, professional, and adaptable. They are kind, caring, and easy to communicate with. We love working with them!"
- MARINE T OF FIREBIRD
"Highly recommend her services..."
"Working with Dede has been an amazing experience. She and her team make sure you have a full understanding of your financials and really work together to have you taken care of with your business. Highly recommend her services!"
- JARVIS AND BRITTANI M. OF MUSICALITEA
"Amazing detailed oriented service!"
"I recommend them to all of my business associates, family members, and friends. They even helped me with some back office organization. Best Accounting Firm in the business!"
- CHAUN R OF THE SORT SOURCE
"I'm so grateful for investing in my business and trusting their accounting services to deliver my needs..."
"2 years ago I knew that I needed an accountant to help ease my mind when starting a new business. I'm so grateful for investing in my business and trusting their accounting services to deliver my needs. It's been a peace of mind and I owe part of the success of my business to their amazing services!
- JORDAN OF COLORBYJORD
"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 OF WHITESTONE DCI