Financial strategy built for your business!
Legacy Investment Solutions, Inc. provides fractional CFO strategy, expert accounting, payroll and tax planning for growth-minded small to medium businesses earning $500k–$10M.
30 Minutes That Could Change How You Manage Your Business
No obligation. No pitch deck. Just a direct conversation about your job margins, cash flow, and where Legacy Investment Solutions can make the biggest difference.
Book Your Free Strategy Call
30 minutes. No obligation. Let's look at your job margins.
Financial Clarity at the Critical Stages of Your Business
Your Financial Partner in All Phases of Your Business
Fractional CFO Services
Get the strategic financial leadership of a seasoned CFO — cash flow forecasting, KPI dashboards, financial modeling, and quarterly planning. Stop reacting to your numbers and start making confident decisions that grow your business.
"Real client quote to be added — this section will feature testimonials from construction clients."
Controller
Experienced financial oversight for your books — general ledger management, month-end close, reconciliations, and accurate reporting so you always know where your business stands.
Learn moreSenior Accountant / Bookkeeper
Accurate reconciliations, organized accounts, and clean monthly financials delivered on time — every month, so your books are always current and audit-ready.
Learn morePayroll Management
Full-service payroll processing, quarterly tax filings, W-2 and 1099 preparation, and compliance monitoring so your people get paid correctly.
Learn moreSpecialty Services
From acquisitions and dispositions to accounting software setup and cleanup — specialized financial support for the needs that fall outside your regular monthly services.
Your financial partner, not just your bookkeeper
When you're doing $500K–$10M, you've outgrown reactive bookkeeping — but you're not ready for the overhead of a full-time CFO. That gap is exactly where we operate.
We join your leadership team part-time, build the systems you need to make confident decisions, and show up at every monthly meeting with data and a point of view.
Everything included in the Fractional CFO engagement — expand any section to learn more.
We build and maintain a 13-week rolling cash flow model so you always know what's coming. You'll see your projected runway, upcoming obligations, and the exact week a cash crunch could hit — weeks before it does. No more checking the bank balance at 11pm.
We design KPIs specific to your business: revenue per employee, cost of acquiring a client, gross margin by product line, backlog-to-revenue ratio (for project businesses), and more. Your monthly dashboard becomes the dashboard you actually look forward to opening.
We build your annual budget together, then track every month against it. Variances get explained — not just flagged. You'll know whether you're overspending because the business is growing faster than expected, or because there's a real problem.
Monthly 60-minute performance meetings plus quarterly planning sessions. We bring the data; you bring the decisions. These aren't report-outs — they're strategy conversations about hiring, pricing, expansion, and what to do next quarter.
We model what you can sustainably pay yourself, when margins support your next hire, and how that hire affects your cash flow for the following 12 months. Stop guessing. Start deciding from data.
We drill into which clients, products, or service lines are actually making you money — and which ones look profitable but aren't once overhead is properly allocated. This is where most of the ROI comes from.
Behind every engagement is a bench of credentialed expertise. We have CPAs, Enrolled Agents, and Certified Tax Preparers available on retainer — collectively bringing over 160 years of experience to your business. You get institutional-level financial expertise without the overhead of building that team in-house.
Preparing for a loan, line of credit, or investor conversation? We build lender-ready financial packages, pro forma projections, and help you understand your numbers well enough to walk into any financing conversation with confidence.
Is a Fractional CFO right for you?
You're probably ready if you're generating $500K+ in revenue and at least one of these is true:
- → Cash flow feels unpredictable even when you're profitable
- → You're making hiring and pricing decisions by gut instinct
- → Tax season still brings surprises despite having a CPA
- → You're thinking about expansion, acquisition, or a capital raise
From Discovery Call to a Financial Strategy in 30 Days
We don't do long onboarding purgatory. Our process is designed to deliver value in the first 30 days and build from there.
Schedule Discovery Call Now →Discovery Call
30 minutes to understand your business, your current pain points, and whether we're a fit. No pitch deck. Just a real conversation about your numbers.
Assessment
We review your existing financials, identify gaps in your reporting, and design your custom KPI stack and engagement scope.
Onboarding & Systems Build
We clean and connect your accounting software, build your first rolling forecast, and set up your reporting infrastructure — typically in 2–3 weeks.
Ongoing Partnership
Monthly closes, KPI reviews, and strategic meetings. You get a financial partner embedded in your leadership team — without adding to your payroll.
What our clients say
The certifications that matter in this work
Tools & Platforms We Master
We're certified experts in the accounting and property management software your business depends on.
Kaye Wagner
Founder & Lead Strategist
Built by a CFO who left the big firms for something more meaningful
Before founding Legacy Investment Solutions Inc., Kaye Wagner spent over two decades in corporate finance — leading the financial reporting for a multi-billion industry leader in commercial construction before founding Legacy Investment Solutions. She saw firsthand how small businesses were underserved by firms that treated them as afterthoughts.
She built Legacy Investment Solutions to serve construction, real estate development, real estate property management, medical, and data centers/technology companies — delivering the same financial rigor scaled to fit the budget and pace of a growing business.
Legacy Investment Solutions specializes in financial strategy and accounting across construction, real estate development, real estate property management, medical, and data centers/technology — delivering accurate reporting, strategic insight, and the financial clarity you need to grow.
Kaye Wagner
Founder & Fractional CFO · 25+ yrs corporate finance · Multi-industry specialist
Boutique Practice
Senior-level attention on every engagement — not passed to junior staff
Fort Worth, TX
Headquartered locally · serving clients nationwide via secure cloud
Construction Specialists
Built exclusively for the construction industry — not a generalist firm
7 Financial Strategies for Construction Companies to Maximize Profits & Cash Flow
Most construction owners know how to build — but the ones who scale know how to read their numbers. This free guide covers the exact strategies Kaye Wagner uses with her fractional CFO clients to improve job margins, predict cash gaps, and stop leaving money on the table.
- ✦ Why profitable construction firms still run out of cash
- ✦ The job-costing method that reveals your true margin
- ✦ How to build a 13-week cash flow forecast in one afternoon
- ✦ Tax strategies most construction CPAs never mention
The numbers don't lie — but they do need translation
Why Your Business Feels Cash-Strapped Even When You're Profitable
Profitability and cash flow are not the same thing — and confusing the two is how healthy businesses end up unable to make payroll.
Read Article →The 5 Tax Moves Most Small Business Owners Don't Make (But Should)
Proactive tax planning isn't just for large corporations. Here are five strategies our clients use to reduce their effective tax rate year over year.
Read Article →The 7 KPIs Every $1M–$10M Business Should Be Tracking Monthly
Most business owners look at revenue and bank balance. The businesses that scale look at six other numbers alongside those two.
Read Article →30 Minutes That Could Change How You Manage Your Business
No obligation. No pitch deck. Just a real conversation about where your finances are and where they could go. Pick a time that works for you.
Book a Discovery Call
Have a question? We read every message.
Industries We Serve
Legacy Investment Solutions brings deep financial expertise across a range of industries. While our core services apply across all sectors, we bring hands-on experience and industry-specific knowledge to each.
Construction
We understand the financial complexity of construction — from managing multiple job sites to navigating cash flow gaps between billing cycles.
- ›Cash Flow Analysis
- ›Job Costing & WIP Schedules
- ›Budget vs. Actual Variance Analysis
- ›KPI Dashboard
Real Estate Development
From ground-up development to complex draws and lender reporting, we provide the financial framework that keeps projects on track and investors informed.
- ›Draw Analysis & Lien Waivers
- ›Budget & WIP Tracking
- ›Percentage of Completion
- ›Loan to Cost Ratio
Real Estate Property Management
We deliver the financial clarity property managers depend on to protect portfolios and serve owners well across multiple properties.
- ›Third Party Owner Reporting
- ›Rent Roll Monitoring
- ›Twelve Month Budget Analysis
- ›Aged Receivables / Payables
Medical
Medical practices face a unique blend of regulatory requirements and insurance complexity. We bring financial structure to the business side of healthcare.
- ›Revenue Cycle Management
- ›Streamlined Billing Process
- ›Regulatory Compliance (Federal & State)
- ›Cash Flow Analysis
Data Centers / Technology
Capital-intensive and lease-heavy, data center and technology businesses need financial expertise that keeps pace with complex assets and operations.
- ›PPE & Lease Accounting (IFRS/ASC 842)
- ›Internal Controls
- ›Product Cost Analysis
- ›KPI Dashboard
Fractional CFO Services
A fractional engagement gives your business the strategic financial leadership it needs — without the overhead of a full-time executive. We integrate directly into your operations, bringing clarity to your numbers and a forward-looking strategy to every financial decision.
Engagements are structured around your business stage and goals, with dedicated monthly strategy sessions to keep your financial plan aligned with where your business is headed.
- ✓Strategic financial oversight and advisory
- ✓Cash flow management and forecasting
- ✓KPI reporting and dashboard development
- ✓Budget vs. actual analysis and variance reporting
- ✓Lender and investor relations support
- ✓Monthly strategy sessions
- ✓Financial modeling and scenario planning
Controller Services
Controller-level oversight brings structure and reliability to your financials — accurate month-end closes, clean reporting, and the internal controls that protect your business as it grows.
Whether you need a standalone engagement or support alongside a fractional CFO, our controller services ensure your books are always accurate, timely, and audit-ready.
- ✓Month-end close process management
- ✓Financial statement preparation
- ✓Internal controls design and oversight
- ✓Chart of accounts management
- ✓Audit preparation and support
- ✓Accounting staff oversight and review
Senior Accountant / Bookkeeper
Accurate, consistent bookkeeping is the foundation everything else is built on. Our senior accountant and bookkeeping services keep your day-to-day financials organized, your software managed, and your monthly reports delivered on time — every month.
Engagements can stand alone or integrate seamlessly with controller or fractional services for businesses that need a fully managed financial function.
- ✓Day-to-day bookkeeping and transaction coding
- ✓Bank and credit card reconciliations
- ✓Accounts payable and receivable management
- ✓Payroll processing support
- ✓Accounting software management
- ✓Monthly financial reporting package
