Bookkeeping Made Easy

Accounting & Bookkeeping Services for Southern Oregon Businesses

Many small business owners find that their valuable time is taken up with the mundane but necessary task of keeping the bookkeeping and accounting part of their business in order.

If you need bookkeeping help and want to focus your time and energy on growing your business, let us take some of that burden for you! Depending on the size of your business and your specific needs, we can provide various bookkeeping and business accounting services monthly or quarterly.

Our Bookkeeping Services

Quickbooks Management

If you use QuickBooks for your bookkeeping, check out the QuickBooks services we provide.

Bank Reconciliation

  • Identify lost checks, lost deposits, or unauthorized wire transfers.
  • Detect and prevent embezzlement of funds from within your business.
  • Track your business growth and manage your cash effectively.
  • Protect yourself from bank errors, fraudulent checks, and other financial crimes directed toward your business.

Income Statements

  • Provide you with regular profit/loss statements that will help you track the operating costs of your business.
  • Understand what areas of your business are over/under budget and identify the specific areas that need attention to keep your business profiting.
  • Track increases in product sales or returns as a percentage of your sales.
  • Determine your current tax liability.

Balance Sheets

  • Provide a snapshot of the financial health of your business at any given point in time often needed for reporting to potential lenders and investors.
  • Identify and analyze trends in receiving and payables and take prompt action to keep those trends going in a direction beneficial to your company.

General Ledger Management

We can help you set up a general ledger system, or identify problems with your current ledger system, that will allow you to eliminate discrepancies and maintain accurate records for your business.

More Business Services

We can also customize our service to you by adding:

Business consulting

Payroll management

Tax planning

Tax preparation

Part-time CFO

QuickBooks services

Ready to come in for an appointment?

Fill out the form below or give us a call at (541) 326-0993.

What our Clients are saying

I have been working with Legacy CPA CPA’s for a few years now. Brian Manthe is a brilliant CPA, a great guy, and a wealth of knowledge. My wife and I are very pleased with the tax preparation each year. Also if you need any financial advice or a top notch advisor to handle your hard earned money, Randy McCord has the experience and knowledge to get you where you need to be. Very nice group of people who are very accommodating and easy to talk to. Very pleased.

John Strenk

Legacy CPA has provided professional accounting services to both my family and my business. Their staff are a wonderful support to my office manager when it comes to our business accounting, and Brian Manthe has done a great job of counseling us regarding both business and personal accounting matters. The peace of mind I experience working with Brian as our accountant is of priceless value!

Jennifer Durham

We provide accounting services for individuals and businesses in Medford, Ashland, Jacksonville, White City, Phoenix, Talent, Central Point and Eagle Point.