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tax preparation

Welcome to Aureum Legacy Advisors

Bookkeeping Service  

At Aureum Legacy Advisors, we offer accurate and affordable virtual bookkeeping services for contractors, freelancers, self-employed, small business, and large companies all across the U.S. All from the convenience of your own home or place of business.

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Invest in the expertise of a dedicated bookkeeper to unlock time, cultivate meticulous organization, and ensure seamless compliance across your business operations. 

Work with Me

QuickBooks Setup

We can help you with a one time setup of your QuickBooks account. We will create your chart of accounts, vendor, and customer lists. Integrate your bankfeeds and payment systems, and train you on the basics of keeping up your own books, or if you choose we can help you every month. 

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Bookkeeping

Get expert guidance, accurate records, and valuable insights to simplify your life and empower your business growth. We will handle all of your monthly transactions, record them, and reconcile your statements on a monthly basis. We will also generate all the necessary financial reports that provide the most valuable insights into your business performance. Breathe easy knowing your finances are in good hands, leaving you free to focus on what matters most.

About
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About Us

Unveil Financial Clarity: Your Personalized Bookkeeping Haven with Kelly

Imagine stepping into a world where your finances flow effortlessly, revealing an organized and clear path to success. I'm Kelly, your bookkeeping expert, here to transform financial burdens into insightful and even educational opportunities for your company. I have a passion for precision and offer a more personalized approach, since some bookkeeping requires more than just a one size fits all way.

More than just numbers:

  • Certified Expertise: Backed by rigorous training and experience, I ensure your finances are meticulously managed with the utmost professionalism.

  • Decade of Success: With 10 years navigating diverse financial landscapes, from thriving businesses to intricate personal accounts, I bring a wealth of knowledge to your unique situation.

  • Entrepreneurial Spirit: As a fellow business owner, I understand the challenges and aspirations you face, offering financial guidance tailored to your goals. If you are a new business owner I can even help educate you in our journey together.

  • Seamless Collaboration: Location agnostic, I serve clients across the U.S., providing convenient and secure virtual support.

Your benefits bloom:

  • Unburdened Serenity: Reclaim precious time and eliminate financial anxieties, knowing your books are meticulously maintained.

  • Empowered Decisions: Gain clear, actionable insights from your data, fueling informed choices for a brighter future.

  • Personalized Partnership: I invest in understanding your unique needs and aspirations, becoming your trusted financial confidante.

  • Effortless Efficiency: Leverage the power of technology with my expertise in QuickBooks Online, ensuring seamless integration and accurate results.

Ready to cultivate financial clarity and accelerate towards your goals? Contact me today and let's create a personalized roadmap to financial organization and success.

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You can also contact us by using this form:

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