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Virtual CFO & Bookkeeping Services

Plans and Pricing

Monthly Standard

Starting at $350/Month

Monthly Average Transactions

  • Package A <50 MAT ($350)
  • Package B <100 MAT ($500)

  • Package C <200 MAT ($650)

Book A Consultation

Add-On Services

Starting at $150/Month

Bill Paying/Remote Record Keeping

  • A - $150
  • B - $250
  • C - $350
  • Need More or Less? Contact Us
Book A Consultation

All Plans Include

  • Bookkeeping Software

    Cloud-based Bookkeeping software monthly subscription (Quickbooks Online or Xero).

  • Add/Match Bank Fees

    Categorize banking transactions into proper expense accounts. 

  • Bank Reconciliation 

    Reconcile your business bank or credit card account(s). 

  • Update Chart of Accounts/Adjusting Entries

    Update chart of accounts or make adjusting entries as needed.

  • Reports

    Bookkeeping reports for management use & Tax Return preparation. 

  • Support/Consultation

    On-going support and consultation on bookkeeping by our firm partners. 

Frequently Asked Questions

What services does Legacy Wealth & Tax Advisory Services, LLC provide?
  • We offer comprehensive financial solutions, including tax planning and implementation, wealth creation and financial planning, and virtual CFO/bookkeeping services.
How can your tax planning services help minimize my tax liabilities?
  • Our tax reduction solutions are designed to legally minimize your tax liability, ensuring you retain more of your earnings.
What is involved in your wealth creation and financial planning services?
  • We specialize in crafting personalized strategies to help you build and maintain generational wealth, ensuring financial security for your family.
How does the Virtual CFO/Bookkeeping service support my business?
  • We offer a proactive approach to financial management, including budgeting, cash flow management, and compliance, allowing you to focus on growing your business.