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.

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:

Ready to come in for an appointment?

…Give us a call at (541) 326-0993 or Email Us—we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

What our Clients are saying

Legacy CPA help us put our chaotic finances into order and navigate successfully through two big family transitions. Brian and the entire team at Legacy have been a pleasure to work with.

Mark Loewenstein

This is our second year going to Legacy for taxes and we love them! They’re very professional and helpful answering our questions throughout the year. We highly recommend them to all our family and friends.

Rob Jeni Mortimore

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