top of page

CALL OR TEXT 214-551-0280 TO CHAT ABOUT HOW WE CAN HELP

THE SUPPORT YOU DESERVE

Providing financial and administrative services to support your business vision and goals.

Let us help you build your

LEGACY

SERVICES

Services
Bookkeeping
  • Full service bookkeeping

  • Accounts Receivable/Payable

  • Clean ups

  • Bookkeeping system setup and implementation

  • Sales tax filing

  • Receipt Management

  • Financial Reports

Administrative
  • Paperless office setup and maintenance

  • Filing system creation and management

  • Form and report design

  • Scanning and filing

  • Mailings

Consulting
  • Business startups

  • Productivity software setup and training

  • Process efficiency reviews and recommendations

Additional
  • Notary Services

  • Inventory Management

  • Job Costing

  • Bids

Why choose us

WHY WORK WITH US?

Support

  • We are here for you and are available to discuss your business questions and needs.

  • Reliable customer service and support

  • Regular meetings and reviews

  • Free 30 min phone consultation

Flexible Payment Options & Discounts

  • Same fixed fee every month.

  • Payment plans and service bundle options

  • Referral rewards and discounts

  • Veteran and first responder discounts

On Time, Every Time

  • We meet every deadline

  • Your up-to-date financial reports are ready and available when you need them

Security

  • Your data is yours and we offer multiple storage options

  • We have advanced cyber-attack security

  • Secure access with multi-factor identification

  • Your data is backed up regularly to a devoted external drive.

Need more details? Contact us

JESSE ZITO

CEO

dsc_3121.jpg

MACY MILSTEAD

Operations Director

dsc_3295.jpg
bottom of page