Client Accounting and Advisory Services

Through technology and expertise, Legacy Professionals LLP’s Client Accounting & Advisory Services (CAAS) team uses your organization’s financial data to deliver the tools and guidance you need to make informed and confident business decisions. We provide solutions that cost-effectively improve accounting and financial reporting functions.

With a shortage of accounting professionals in recent years, finding high-quality talent in the accounting industry is becoming increasingly difficult for organizations to maintain and navigate. In light of this environment, it often times makes sense for organizations to consider fully or partially outsourcing their internal accounting functions.

Legacy's CAAS team can not only support your day-to-day accounting functions, but we can also provide timely and relevant financial data to help you make smarter and faster decisions that align with the overall financial goals of your company or organization.  

Our CAAS team has worked with clients across a wide range of industries, including:  nonprofit organizations, private foundations, medical and trade associations, professionals service industries, manufacturing and distribution.

Comprehensive Accounting & Bookkeeping Services

We can provide:

• Virtual or in-person accounting and bookkeeping services
• Full or partial outsourced accounting and bookkeeping services
• Weekly, Monthly or Quarterly accounting and bookkeeping services
• 1099 compliance
• Form 990 preparation and compliance

Some of the most common accounting and bookkeeping services we provide for organizations include:

• Bank reconciliations
• Accounts payable and accounts receivable
• Payroll processing
• Payroll tax return preparation
• Bill payments
• Invoicing and cash receipts
• Maintain fixed asset ledgers and depreciation schedules
• Monthly accruals
• Financial statements and reporting
• Investment posting and reconciliations
• Budgeting and forecasting

Advisory & Consulting Services  

Our CAAS group has the ability to see the big picture because we have worked with organizations in many different industries across the country. Our CAAS team has regular training and yearly accreditation hours to keep up-to-date, informed and license compliant. As certified public accountants, our CAAS team members have the knowledge and expertise necessary to best suit your business needs, such as:

• Provide training for new and current board members to assist them in understanding their roles and responsibilities
• Assist with the installation and application of various accounting software
• Customization of QuickBooks products and solutions
• Design unique management reports
• On-site or virtual training of staff on accounting related functions
• Budget preparation and cost allocations between program, fundraising and management and general to align with tax reporting
• Review internal control policies and procedures
• Financial projections and cash flow forecasting
• Assist in identifying performance indicators

Our CAAS team also works closely with our audit and tax department team of professionals in areas such as accounting and auditing and tax to make sure your organization receives a well-coordinated suite of services that addresses your strategic objectives and operations.

CAAS services are customized to each organization’s specific needs. If you would like more information, please contact Julie Tucek at jtucek@legacycpas.com to set up an initial conversation about working together.