Legacy Consulting

Legacy Consulting provides accounting and business consulting in Ontario. It handles day-to-day bookkeeping needs for owner-managed organisations, foundations and families. The firm has a particular focus on real estate holdings and investment accounting.

Services

• Day-to-day accounting: routine accounting for owner-managed organisations and families.
• Real estate and investment accounting: a stated specialism.
• Process review: looking at how a client's accounting works and setting up a system that suits them.
• Coordination with advisors: getting employees, bankers, brokers, lawyers and tax specialists to supply information efficiently.
• Support for tax specialists: clearer communication so returns and filings can be prepared efficiently.

Customers and markets

Foundations, entrepreneurs, tax advisors, owner-managed organisations and families, both private and public groups. The firm says it aims to lower audit and tax preparation costs and to keep its work transparent.

Key facts

• Based in: Ontario, Canada
• Experience: more than 20 years