Building Lasting Legacies Through Strong Financial Foundations

MI LEGACY CONSULTING
Welcome to MI Legacy Consulting, where we build lasting legacies through strong financial foundations. Our dedicated accounting consulting ensures your business thrives, providing the support needed for growth and success. Let's create a future that reflects your vision!
We can
Welcome to MI Legacy Consulting, where we build lasting legacies through strong financial foundations. Our dedicated accounting consulting ensures your business thrives, providing the support needed for growth and success. Let's create a future that reflects your vision!
Our Mission

Meet Geoff
Looking for a reliable accounting solution for your business? My comprehensive services streamline your financial processes, ensuring accuracy and efficiency. With over a decade of experience, from bookkeeping to financial statement analysis, I provide tailored solutions that meet your unique needs. I specialize in internal process review, financial statement cleanup, month end completion, and year end preparation. I work hard to help businesses grow and maintain solid financial records and efficient processes. I have a small team that helps with tasks, which enables me to quickly get businesses caught up. There are no standard office hours, which helps ensure me to help your business quicker.
Let me help you focus on what you do best while I handle the numbers.

With years of experience and a passion for helping clients navigate the complexities of finance, I strive to offer expert advice and guidance every step of the way.
Our accounting consulting service utilizes advanced tools to help your accounting department run efficiently and productively. We offer comprehensive support, from bookkeeping and month-end preparation to restructuring, retraining, and software transitions, ensuring your financial operations remain smooth and up-to-date.
How we help
Our goal is to be a tool you use to help your business in your time of need. Our consulting service specializes in streamlining your accounting processes using our fluency in various accounting software programs and payroll systems. We develop a strategic plan that not only helps you catch up on tasks but also facilitates effective delegation of responsibilities, ensuring your office runs smoothly and efficiently.

Bookkeeping and General Ledger Cleanup
Our accounting consulting service utilizes advanced tools to help your accounting department run efficiently and productively. We offer comprehensive support, from bookkeeping and month-end preparation to restructuring, retraining, and software transitions, ensuring your financial operations remain smooth and up-to-date.

Month End and Year End Preparation
Month end and year end preparation is crucial for maintaining accurate financial records and ensuring a smooth transition into the next period. Let's streamline your closing process by being proactive and organized, in order to set a solid foundation for future success.

Internal Process Review
An internal processes review and audit is essential for ensuring organizational operations are efficient and effective. By regularly conducting reviews, businesses can enhance performance, reduce risks, and foster a culture of continuous improvement.

Train Accounting Staff
Training accounting staff involves equipping them with the necessary skills and knowledge to perform their roles effectively. We provide training in any accounting role, along with helping maintain workflow efficiency, while transitioning into other software programs.
Programs and Systems we've worked with:
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Dealertrack DMS
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QB Desktop
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QB Online
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Lightspeed DMS
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PBS DMS
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Netsuite
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Sage 50
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Ajera
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ComputerEase
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Cetek
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Microsoft 365
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UltraTax
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Profiler Tax
