We’re here to be your partner in business—bringing calm, confidence, and strategy to your finances so you can focus on what you do best.
Alex Lee, CEO
Why Legacy?
Our experience, structure, and approach are rooted in long-term relationships and principled service:
13+ years in business
125 years of combined experience
Family-owned and Oklahoma-based
Built on deep relationships, not transactions
Our core values are the foundation of everything we do. They guide how we serve our clients, how we communicate, and how we partner for long-term success.
Your Approach Defines Your Outcomes
Proactive
- You plan ahead.
- You make informed decisions before issues arise.
- Your financials guide your growth strategy.
Reactive
- You wait for financial outcomes before taking action.
- You respond to problems instead of preventing them.
- Your financials dictate your behavior after the fact.
Our Services
We partner with businesses of all sizes across Northeast Oklahoma and beyond as a full-service fractional CFO, accounting, and consulting firm—delivering both strategic insight and hands-on financial support.
Who We Serve
Business owners overwhelmed by messy or outdated books
Behind on their books and unsure if their numbers can be trusted.
Owners who don’t know where their money is actually going
Profitable on paper, but cash still feels tight.
Businesses that have outgrown DIY bookkeeping
The system that worked at the beginning no longer works now.
Entrepreneurs craving clarity, confidence, and calm
Tired of financial confusion and ready for stress-free financial support.
What We Offer
We go beyond basic bookkeeping and traditional CPA services. Our team delivers comprehensive back-office financial management paired with true fractional CFO leadership. This rare combination allows us to support businesses at every level—from accurate, reliable financial operations to strategic planning and executive decision-making—all under one roof.
Personalized Service
Guidance at Every Stage of Growth
Certified
Team
Personalized Service
Consulting every step of the way as you grow
Certified Team
Personalized Service
Consulting every step of the way as you grow
Certified Team
Ready to streamline your business finances?
Get started today and let’s grow together.
Get Started
in 3 Easy Steps
A family-owned business with 70 employees came to us after experiencing rapid growth that outpaced their systems. Their books didn’t match their CPA’s records, compliance was difficult to manage, and they lacked the financial leadership needed to make confident decisions. They were overwhelmed, operating with outdated processes, and unsure how to support their continued expansion.
By partnering with Legacy, they saved close to $500,000 by avoiding the need for a full-time CFO, while achieving clarity in their financials and strategic growth through expert guidance and support.
Client Success Story
A family-owned business with 70 employees came to us after experiencing rapid growth that outpaced their systems. Their books didn’t match their CPA’s records, compliance was difficult to manage, and they lacked the financial leadership needed to make confident decisions. They were overwhelmed, operating with outdated processes, and unsure how to support their continued expansion.
By partnering with Legacy, one of our client’s saved $500,000 by avoiding the need for a full-time CFO, while achieving clarity in their financials and strategic growth through expert guidance and support.