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LEGACY PROFIT SOLUTIONS

We help businesses find their forever bookkeeper, generate profit and create their legacy!

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Helping Business Owners Build Profitable, Sustainable Companies

downtown Vancouver

You’ve built something great—now it’s time to ensure it rewards you.

At Legacy Profit Solutions, we help Canadian business owners stop spinning their wheels and start seeing real financial results.

If you’re running a small or mid-sized business and working 60+ hours a week just to stay afloat, something’s off. That’s where we come in.

We connect you with experienced financial professionals—Bookkeepers, CPAs, and Fractional CFOs—so you can gain clarity, improve profitability, and grow with confidence.

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We help businesses

Your Financial Success Starts Here

We don’t replace your financial team — we help you build the right one.

Our network includes trusted, vetted experts who’ve helped hundreds of Canadian entrepreneurs move from confusion to control. Whether you’re buried in receipts, worried about tax season, or unsure how to scale without burning out, we’ll connect you with the right support at the right time.

Here’s what that looks like:

Bookkeeper

Keeps your records clean, current, and compliant.

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CPA

Brings advanced tax knowledge and compliance support.

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Fractional CFO

Offers executive-level strategy, forecasting, and growth planning—without the full-time cost.

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Why Strategic Financial Support Matters

Big corporations don’t guess when it comes to growth, pricing, or cash flow—they plan. They have dedicated teams that make data-driven decisions to move the business forward. 

As a small business owner, you deserve that same advantage—without building a finance department from scratch. We help you: 

  • Understand what to charge your clients—and why
  • Forecast cash flow 90 days ahead
  • Identify your most (and least) profitable services
  • Make financial decisions that serve your vision
  • Plan for succession, sale, or long-term sustainability
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Who We Work With

We support Canadian business owners who are:

  • Tired of guessing when it comes to their financials
  • Ready to move from survival mode to strategic growth
  • Working too hard for too little reward
  • Looking to build a business that supports their life, not the other way around

Whether in trades, professional services, retail, or another sector, our focus is the same: connecting you with professionals who help you profit on purpose.

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How It Works

1. Book a Free 30-Minute Consultation

Tell us about your business, challenges, and goals. 

2. Get a Tailored Assessment

We help you determine which services—Bookkeeping, CPA, Fractional CFO, or a mix—are right for your stage of growth. 

3. Trusted Referrals

We connect you with vetted professionals who specialize in serving businesses like yours. 

4. Get Ongoing Support

As your business evolves, we stay in touch to ensure your financial support evolves with it.

The Right Fit Matters

We don’t believe in one-size-fits-all support. That’s why we help match you with professionals based on three key factors:

Industry Expertise

You’ll work with someone who understands your sector's common KPIs, software, and challenges.

Business Size Compatibility

Whether you’re a solo entrepreneur or have a growing team, we’ll connect you with someone who understands the scale and pace of your business.

Regional Insight

Your financial expert will be familiar with your local market and the regulatory environment in your province or region.

Testimonials

What People Says About Us

Legacy Profit Solutions Canada client
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Carmen Ellis

www.clientwebsite.com

Legacy Profit Solutions Canada client
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Bruce Riley

www.clientwebsite.com

Legacy Profit Solutions Canada client
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Pamela Alvarado

www.clientwebsite.com

Let us Help Your Business

At Legacy Profit Solutions, we believe financial clarity is the foundation of long-term success. You’ve worked hard to build your business—now let’s make sure it works hard for you. 

Ready to run your business with purpose, profit, and peace of mind? 

– CONTACT US TODAY TO SCHEDULE YOUR FREE 30-MINUTE CONSULTATION –

Bookkeeper

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Fractional CFO

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CPA

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