Are your business finances stressing you out?
Legacy Bookkeeping Professionals is here to help.
I help busy creatives stay organized so they can run their businesses and grow their dreams.
Hi, I’m Robbie, your next virtual bookkeeper.
I am a certified QuickBooks ProAdvisor with a servant’s heart. My mission is to help service providers steward their finances to grow their businesses. With attention to detail and a commitment to excellence, I bring a lifetime of fiscal wisdom and responsibility to each and every client.
As a wife and mother, I spent over three decades managing my family’s finances. Now, I bring that same passion and commitment to helping you build and sustain your legacy.
I am a proud alumna of Fort Valley State University and a graduate of Georgia Southern University.
Your professional legacy is in good hands…
Build and sustain your legacy with Legacy Bookkeeping Professionals.
If you…
Daydream about all of the things you would do if you had more free time.
Know balance is possible but can’t seem to achieve it on your own.
Feel overwhelmed with managing your business finances
Imagine if you could…
Not feel burned out at the end of the month
Reduce unnecessary business expenses
Feel confident heading into tax season
Choose a package that meets your needs!
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Silver
This package is perfect for small business owners averaging up to 150 monthly financial transactions with a maximum of two bank accounts and one credit card. This package includes a QuickBooks Online monthly subscription fee, a 30-minute “Legacy Building” call each month to ask questions, reconciling bank and credit card statements, receipt management, and monthly financial reports.
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Gold
This package is great for business owners averaging 151-300 monthly financial transactions and up to four bank accounts and two credit cards. This package includes a QuickBooks Online monthly subscription fee, two “Legacy Building” calls each month to ask questions, reconciling bank and credit card statements, receipt management, and monthly financial reports.
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Platinum
This package is ideal for businesses averaging 301-450 monthly financial transactions with a maximum of four bank accounts and two credit cards. This package includes a QuickBooks Online monthly subscription fee, three 30-minute “Legacy Building” calls each month to ask questions, reconciling bank and credit card statements, bi-weekly accounts payable, receipt management, and monthly financial reports.
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Elite
This package is best for businesses averaging 451+ monthly financial transactions with five or more bank accounts and four credit cards. This package includes a QuickBooks Online monthly subscription fee, weekly "Legacy Building" calls to ask questions, reconciling bank and credit card statements, bi-weekly accounts payable, receipt management, and monthly financial reports.
“As a creative entrepreneur, I’ve always avoided my business finances until tax time. Legacy Bookkeeping Professionals has taken the stress off me so I can create and grow my business.— Jasmin M. Goodman, Ph.D., The J. Michelle Group
Got questions? I have answers!
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Bookkeepers help entrepreneurs manage their finances by keeping up with the financial transactions and recording them into the company’s financial software.
For example, three everyday financial transactions are recording income, expenses, and tax deductions.
The bookkeeper manages receipts, pays bills, tracks income owed to the business, and reconciles business accounts, etc. Managing these activities produces financial reports, making tax time effortless.
Bookkeepers make it possible for business owners and accountants to build budgets, identify trends, and plan for the future.
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Tax compliance. The IRS wants accurate records of the money flowing in and out of your business. If audited by the IRS, it is important to have the businesses’ financial records in order. A bookkeeper can help ensure you’re generating accurate financial reports.
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Bookkeepers deal with your day-to-day business transactions. We make sure the transactions are complete and accurate. We help you manage your cash flow and grow your business.
CPAs deal with the bigger picture. They analyze your finances for tax strategy and long-term financial forecasting. They file your taxes and can represent you in front of the IRS.
Bookkeepers ensure that your books are accurate and complete to prepare critical financial reports for your CPA at tax time. Incorrect or incomplete books will affect a CPA's strategy and advice and your tax returns.
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According to QuickBooks, “if your business is audited, the IRS will look closely at each expense to verify that it is indeed related to the regular operation of the business. When there is no clear paper trail regarding what the expenses were for or how you paid for them, it becomes more difficult to validate the deduction.
A separation is also important when considering your liability for debts. If your business is structured as a corporation or limited liability company, keeping the two separate works to your advantage, if a creditor takes action against you for an unpaid debt. When there is no clear distinction between business and personal finances, creditors are in a better position to claim your personal assets to satisfy a debt.”
Ready to reclaim your time?
Complete the form below to schedule a free 15-minute consultation.