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.

Foundation

Monthly Books & Payroll

Starting at $1,500/month

Reliable monthly books and payroll for owner-operated businesses that need accurate, on-time financials.

  • Monthly bookkeeping and reconciliations
  • Payroll processing, tax filings, and sales tax compliance
  • Financial statements
  • W-2 and 1099 preparation
  • Ongoing QuickBooks support
SEE THE FULL SCOPE OF SERVICES
  • Transaction categorization
  • Bank and credit card reconciliations
  • Accounts receivable and payable tracking
  • P&L, Balance Sheet, and Cash Flow statements delivered by the 25th of every month
  • Weekly, bi-weekly, or monthly payroll processing
  • Federal and state payroll tax filings
  • Sales tax filing
  • W-2 and 1099 preparation and filing
  • Fixed asset tracking
  • Email Q&A within 1–2 business days

Growth

Books, Payroll & Advisory

Starting at $3,500/month

Books, payroll, and structured advisory built for businesses scaling beyond the basics.

  • Everything in Foundation
  • Monthly financial review with visual trends
  • Quarterly advisory sessions
  • Job and project profitability tracking
  • Industry-specific compliance support
SEE THE FULL SCOPE OF SERVICES
  • Financials delivered by the 15th of every month, plus a visual trends and graphs summary
  • Quarterly cash flow and performance review (actual vs. prior period)
  • Job-level and project-level profitability tracking
  • Work comp, OSHA, and OESC support where applicable
  • Construction WIP reporting
  • Choice of two additional reports: AR/AP aging detail, KPI trend dashboard, or breakeven analysis
  • Assistance preparing financials when your bank requests them
  • One-business-day email response

Strategic CFO

Fractional CFO Leadership

Starting at $6,500/month

Fractional CFO leadership with banking expertise on your team — the finance partner at every key decision.

  • Everything in Growth
  • Monthly 90-minute leadership meeting
  • Rolling 13-week cash forecast, updated weekly
  • Annual budget plus quarterly refresh
  • Standing banking and CPA relationship support
SEE THE FULL SCOPE OF SERVICES
  • Financials delivered by the 15th of every month, with monthly close and executive commentary
  • Annual budget build, quarterly review
  • Rolling 13-week cash forecast, updated weekly
  • Revenue target setting and tracking
  • Variance analysis vs. budget
  • Debt service analysis in standard reporting
  • Covenant tracking and lender check-ins
  • Same-business-day email response
  • One scoped strategic project per year, included

Software & Implementation: we use QuickBooks Online, and the subscription is automatically included in every package.

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.

 

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.

image1

Richard Lippitt

image3

Penny Horton

image4

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.