You don't speak numbers, but we do.
Services
Our packages range from individual to business, and tax preparation needs. Consider us your one-stop solution for all things financial.
Here's a list of our available packages:
Personal finance package
This package will allow you to get a better understanding of how and where you are spending your money. It will also allow for you to create a Monthly Budget with your Accountant for you to utilize to reach your financial goals.
- Setup + Management of Software: Tiller or Wave Accounting
- Budget + Debt Resolution Strategy
- Coding of Monthly Transactions (up to 150 trx)
- Monthly budget review meetings
- 90 min Quarterly Review + Reports
SCHEDULE A DISCOVERY CALL
standard business package
This package is designed for the starter business. The business owner that has their business up and running smoothly. This business owner may have been handling all of the finances in the past and has come to a point where they need help.
SCHEDULE A DISCOVERY CALL
- Software: QBO Online, Wave, Freshbooks, or Xero
- Monthly bookkeeping and bank reconciliation (up to 2 accounts)
- Budget Strategy
- Management Reports: Profit & Loss Statement + Balance Sheet (Monthly)
- 90 min Quarterly Review + Report
- 4 Week Operational Cashflow Forecast
- 10% Credit towards Tax preparation
premium business package
This package is designed for the growing business. This business owner knows exactly what an Accountant does and understands their need for one on an advanced level.
- Software: QBO Online, Wave, Freshbooks, or Xero
- 45 Minute Monthly Money Review Calls
- 90 Min Quarterly Review + Report
- Integrated Tax Strategy
- Access to Chat Support (via Google Chat)
- Management Reports: Profit & Loss Statement + Balance Sheet
- Contractor Management (1099 Filings up to 3) $25 for additional forms
- 3 month operational budget (new each quarter)
- 6 week cash flow forecast
- 25% Credit Towards Tax Preparation
SCHEDULE A DISCOVERY CALL
tax preparation services
Via our sister firm, Master Tax Service, we handle your yearly tax filings as well. This is an additional engagement you can add-on as a client to make the process easy to have your tax & accounting all in one place.
LEARN MORE ABOUT TAX SERVICES
- Business Tax Preparation
- Individual Tax Preparation
- Tax Consultation Call Services
- Up to 25% off if you're already an accounting client
NEED SOMETHING A LITTLE DIFFERENT?
We also provide:
Invoicing
Payroll
Life Insurance
Retirement Planning
how to get started
Getting started is easy as 1, 2, 3!
SCHEDULE YOUR DISCOVERY CALL
discovery call
We'll hop on a 30 minute discovery call to learn where you are in your business and discuss which package best fits your needs.
proposal + contract + invoice
After our call I'll send you an accounting package proposal which will allow for you to sign your service agreement and pay your invoice at one time.
retainer relationship
Once you're officially a client, we'll provide you with a stress free onboarding experience so you can rest assured we've got you covered.
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Quickbooks is not required. We work with several accounting systems including but not limited to Wave Accounting, Quickbooks Accounting (Online) Xerox Accounting and more!
Yes, taxes are a separate engagement, via our sister firm, Master Tax Service. By being on monthly or quarterly accounting client you will receive up to 25% off all tax services.
Your engagement requires a minimum of a 90 day commitment.
We will start with the base packages offered, and if you need further packages to fit your needs of your business we will build on to that package with additional add-ons.
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
