You don't speak numbers, but we do. 

Services

Our packages range from self-employed and side hustles to business, and tax preparation needs. Consider us your one-stop solution for all things financial.

Here's a list of our available packages: 

Startup Success Package

For self-employed individuals or side hustlers earning less than $200,000 annually. Perfect for those who want to manage their own bookkeeping while getting ongoing tax guidance and community support.

  • Access to Wave Accounting Course — Learn how to do your monthly bookkeeping like a pro.
  • Annual Tax Preparation — 1040 with 1 Schedule C included.
  • Weekly Group Calls —
        - 2 live Q&A calls for bookkeeping and tax              questions
       - 2 educational calls covering tax or
          bookkeeping topics

  • Weekly Email Updates — Receive actionable bookkeeping and tax tips.
  • Community Access — Engage with peers in an online forum, share questions, and get feedback.

SCHEDULE A DISCOVERY CALL

MONTHLY PACKAGE COMPARISON CHART

YOUR INVESTMENT:  $149 PER MONTH
IT INCLUDES:
Why Choose This? Stay in control of your books and get ongoing tax prep guidance without breaking the bank.

Growth Plan Package

For small businesses with at least $200,000 in annual revenue. This package provides essential bookkeeping, budgeting, and tax services to help you stay on track financially.

SCHEDULE A DISCOVERY CALL 

  • Basic Bookkeeping (for up to 2 accounts) [Software NOT Included]
          - Monthly transaction coding and
            reconciliation

          - Financial statement preparation (P&L,
            Balance Sheet)

  • Budgeting Support — Monitor spending and manage cash flow effectively.
  • Annual Tax Preparation — Includes business tax returns and compliance review.
  • Monthly Financial Review Recording — Receive a pre-recorded walkthrough of your business financials with insights and recommendations
IT INCLUDES:
YOUR INVESTMENT:  $649 PER MONTH
Why Choose This? Ideal for small businesses looking for consistent, reliable financial tracking, with added clarity through monthly insights.

CFO Essentials Package

Designed for businesses earning at least $300,000 annually and ready to scale with CFO-level guidance.

  • Basic Bookkeeping (for up to 2 accounts) [Software NOT included]
          - Monthly transaction coding and
             reconciliation

          - Financial statement preparation (P&L,
             Balance Sheet)

  • Budgeting & Cash Flow Analysis
  • CFO Advisory Services — Regularly monitor KPIs, profitability metrics, and growth opportunities.
  • Annual Tax Preparation — Includes full tax return services and strategic tax guidance.
  • Monthly Financial Call — Discuss key performance metrics, financial trends, and any potential issues with direct guidance from a financial expert.
YOUR INVESTMENT:  $1999 PER MONTH

SCHEDULE A DISCOVERY CALL 

IT INCLUDES:
Why Choose This? Gain financial clarity with strategic oversight and one-on-one monthly reviews that help you adapt quickly to your business’s evolving needs.

SCHEDULE A DISCOVERY CALL 

Strategic Wealth Package

Recommended for businesses earning $500,000+ annually. Get comprehensive bookkeeping, CFO advisory, and integrated tax strategy designed to optimize growth and minimize tax liability.

  • Basic Bookkeeping (for up to 2 accounts) [Software NOT Included]
          - Monthly transaction coding and
             reconciliation

          - Financial statement preparation (P&L,
             Balance Sheet)

  • Budgeting & Cash Flow Management
  • CFO Advisory Services — In-depth review of KPIs, cash flow performance, and strategic decision-making.
  • Integrated Tax Strategy — Proactive tax planning, quarterly tax reports, and optimization strategies to reduce tax liability.
  • Annual Tax Preparation — Comprehensive business tax return preparation and filing.
  • Monthly Financial Call — One-on-one call to review financial health, performance metrics, and tax-saving opportunities.
IT INCLUDES:
YOUR INVESTMENT:  $2749 PER MONTH
Why Choose This? Tailored for businesses seeking a proactive approach to tax reduction and financial growth.

tax preparation services

Via our sister firm, Master Tax Service, we handle your yearly tax filings as well. This is an additional engagement that is included for all monthly clients to make the process easy to have your tax & accounting all in one place.

  • Business Tax Preparation
  • Individual Tax Preparation
  • Tax Consultation Call Services
  • Tax Return preparation included for all monthly packages!!
Note: This button will lead you to our sister firm, Master Tax Service Co. Same greatness, with joined service options.

SCHEDULE A DISCOVERY CALL 

NEED SOMETHING A LITTLE DIFFERENT?

 We also provide: 

A/P (Bill Pay) 
A/R (Invoicing) 
Payroll 
Life Insurance
Retirement Planning 
Note: These are the starting prices for each category. Pricing can increased due to complexity of accounting.

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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Frequently Asked Questions

do i have to use quickbooks?

Quickbooks is not required. We work with several accounting systems including but not limited to Wave Accounting, Quickbooks Accounting (Online) Xerox Accounting and more! 

can you assist me with my taxes?

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.

can i cancel at anytime?

Your engagement requires a minimum of a 90 day commitment. 

Can i customize my packages?

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