Services

At Legacy Financial, we love to serve business owners across the region to help them reach their business and financial goals. We offer comprehensive financial and business support designed to grow with you. Whether you’re just starting out or managing a team of 30+, our services are built to relieve stress, drive growth, and keep your business financially healthy — every step of the way.

Back Office Administration

Starting at $1,500/mo

Essentials Package

FOR BUSINESS OWNERS WHO WANT THE DAY-TO-DAY FINANCIAL OPERATIONS OFF THEIR PLATE SO THEY CAN FOCUS ON RUNNING THEIR BUSINESS
  • Monthly bookkeeping and reconciliations
  • Payroll processing and payroll tax filings
  • Sales tax reporting (where applicable)
  • Vendor and bill payment support (A/P)
  • Customer invoicing and receivables tracking (A/R)
  • Monthly financial statements (P&L, Balance Sheet, Statement of Cash Flows, and basic management reports)
  • Organized, accurate records ready for tax time

Goal: Keep your books clean, compliant, and off yourplate.

Executive Package

Fractional CFO + Back Office

Starting at $3,500/mo

For owners who want more than clean books—they want a strategic financial partner.
  • Everything in Back Office Administration, plus:
  • Cash flow forecasting and planning
  • Budgeting and budget vs. actual reviews
  • Profitability analysis by job, client, or location
  • Custom KPI dashboards and financial reporting
  • Quarterly, monthly, or bi-weekly CFO strategy meetings
  • Support with banks, lenders, and major financial decisions
  • Ongoing guidance on pricing, growth, and long-term strategy

Goal: Turn your numbers into a roadmap for confident, profitable growth.

Software & Implementation: implementation costs $150/hour for set up and or clean up of financials and processes. We use QuickBooks Online and the subscription for that is automatically included in our packages.

Customization & Flexibility

Because every business has different needs

Our packages are designed to be fully customizable. You can choose the Essentials Package, the Executive Package, or blend the specific pieces you need from each. Not every business requires full CFO support — many simply need clean books with a little extra strategic guidance. We’ll build the right balance based on what will truly serve your goals.

 

You can add additional services at any time, such as CFO strategy sessions, profitability analysis, or other advisory support. We also prepare and file business taxes, or, if you prefer, we can package your books neatly for your existing CPA. One-time or a la carte services — such as tax preparation and filing — are billed at an hourly rate based on scope and complexity. 

 

Your plan is built specifically for your business — whether you want to stay small and steady or plan for future growth. With clear monthly pricing and optional add-ons, you only pay for what you actually need.

Legacy Financial takes you

From split time to focused time:

Splitting your time

Focusing your time

Bookkeeping is such a pillar of any business, yet it can be very time consuming and is not the best use of time for a business owner. Let us handle the day-to-day financials so you don’t have to. Our certified bookkeeping team keeps your records clean, accurate, and up-to-date — giving you a clear view of your business’s financial health at all times.

What’s Included:

  • Accurate, categorized monthly transactions
  • Financial statement preparation (P&L, Balance Sheet, etc.)
  • Account reconciliation
  • Monthly reporting & insights
  • QuickBooks setup & support

Bookkeeping

Payroll shouldn’t be complicated — and it definitely shouldn’t keep you up at night. We offer reliable payroll solutions for businesses of every size.

 What’s Included:

  • Full-service payroll processing
  • Employee onboarding & tax document setup
  • Direct deposit & tax filing
  • Compliance with federal and state requirements
  • Quarterly and year-end reporting

Payroll

From writing your first business plan to navigating the complexities of growth, our business consulting services are designed to empower you with strategy, clarity, and confidence.

 What’s Included:

  • One-on-one business coaching
  • Start-up and scaling guidance
  • Strategic financial planning
  • Budgeting & forecasting
  • Customized business plans
  • Ongoing consulting as your business evolves

Consulting

We specialize in helping overworked business leaders gain clarity, confidence, and control over their finances—providing both back-office support and strategic guidance so they can make smarter decisions and build a successful, sustainable future.

Trusted Partners

We collaborate with a network of trusted professionals who share our values and commitment to service.

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Richard Lippitt

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Penny Horton

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Tommy R. Dyer, Jr.

Attorney

Whether it’s legal support, HR services, marketing, or insurance — we’ll connect you with the right people to help you go further, faster.

Built Locally. Serving Nationwide.

Legacy proudly serves clients nationwide, with deep roots in Northeast Oklahoma and surrounding states.

⭐ Tulsa, OK

⭐ Vinita, OK

⭐ Grove, OK

⭐ Inola, OK

⭐ Pryor, OK

⭐ Columbus, KS

Don’t see your city listed? Reach out — we may already be there.

Ready to Grow With Us?

Let’s take the stress off your plate and move your business forward — together.