Financial Strategy Built for Your Business

We combine the knowledge of experienced accounting professionals with the strategic leadership of outsourced CFO and COO services to help businesses make informed financial decisions and achieve sustainable growth. Our multi-level team delivers everything from day-to-day accounting and compliance to executive financial strategy, providing the expertise your business needs—at every stage of growth.

Schedule a Discovery Call → Explore Each Service

Kaye Wagner

Founder & Lead Strategist

Our Team

A Team Built on Expertise

Our strength is our people. We have assembled a highly qualified team of accounting and business professionals representing multiple levels of experience, specialized expertise, and professional certification. Our team includes Certified Public Accountants (CPAs), Certified Management Accountants (CMAs), payroll and technology specialists, experienced controllers, and fractional Chief Financial Officers (CFOs) and Chief Operating Officers (COOs), providing clients with a depth of knowledge that extends beyond traditional accounting services.

Our professionals range from accounting specialists and staff accountants to senior accountants, managers, controllers, partners, and outsourced executive leadership. This multi-tiered structure allows us to deliver the right level of expertise for every engagement while providing the oversight, technical review, and strategic guidance our clients expect.

In addition to accounting, tax, and financial reporting services, our outsourced executive solutions provide businesses with experienced CFO and COO leadership without the cost of a full-time executive. We partner with our clients to deliver strategic financial planning, budgeting and forecasting, cash flow management, operational improvement, performance reporting, internal controls, technology implementation, and long-term growth strategies tailored to each organization's goals.

By combining technical accounting excellence with executive-level financial and operational leadership, we provide scalable, cost-effective solutions that help our clients improve performance, strengthen financial operations, and make informed business decisions with confidence.

We provide more than accounting—we deliver the financial insight businesses need to grow with confidence. Through strategic planning, financial modeling, cash flow forecasting, budgeting, and executive advisory services, we help business owners make informed decisions, improve profitability, and prepare for the future. As a trusted financial partner, we turn complex financial information into practical strategies that support long-term success.

Client Results

What Our Clients Say

★★★★★

"Before partnering with Legacy Investment Solutions, Inc., our books were disorganized, and we weren't sure where to begin. Their team quickly brought our accounting up to date, ensured our tax filings were accurate, and implemented the systems and processes we needed to stay organized moving forward. Their professionalism, expertise, and genuine commitment to our success have made a significant difference in our business. We now have confidence in our financial reporting and can focus on growing our company. I highly recommend Legacy Investment Solutions to any business looking for a trusted accounting and advisory partner."

Palma Construction Group LLC

Executive Partnership

★★★★★

"As our fractional CFO, Legacy Investment Solutions, Inc. provides far more than financial reporting—they serve as a trusted advisor to our leadership team. Their strategic planning, forecasting, and financial analysis have strengthened our decision-making, improved cash flow, and given us greater confidence in planning for the future. Their professionalism, business acumen, and commitment to our success make them an invaluable partner. We consider them an essential part of our executive team."

J. Strickland

CEO

Technical Accounting & Advisory

★★★★★

"Legacy Investment Solutions, Inc. has been an exceptional resource for our organization whenever we've faced complex accounting and financial reporting challenges. Their deep understanding of GAAP, transaction accounting, and financial reporting provided the clarity and confidence we needed to make sound business decisions."

T. Sutherland

Director of Finance - Chief Financial Officer

★★★★★

"When we needed to implement ASC 842 and ensure our lease accounting complied with current GAAP requirements, Legacy Investment Solutions, Inc. provided the expertise and guidance we needed from start to finish. Their team developed our lease accounting schedules, prepared the required calculations and journal entries, and ensured our financial reporting met the applicable accounting standards. Their knowledge, responsiveness, and attention to detail gave us complete confidence throughout the implementation. We highly recommend Legacy Investment Solutions to any organization seeking expert guidance in lease accounting and financial reporting."

C. Campbell

Senior Accountant

Get Started

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.

Free 30-minute strategy call

We review your situation and confirm fit

You'll receive a written summary with

Recommended next steps and scope options

Book Your Free Discovery Call

30 minutes. No obligation. Let's look at your job margins.

Schedule a Discovery Call →

Cash Flow Analysis & Forecasting Budget and Variance Analysis Job Cost & WIP Reporting GAAP Technical Accounting Executive Strategy Cash Flow Analysis & Forecasting Budget and Variance Analysis Job Cost & WIP Reporting GAAP Technical Accounting Executive Strategy

What We Do

Financial Clarity at the Critical Stages of Your Business

Your Financial Partner in All Phases of Your Business

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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.

Cash Flow Forecasting KPI Dashboards Budget vs. Actual Strategic Planning Tax Integration Advisory Meetings

Explore CFO Services

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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.

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Senior Accountant / Bookkeeper

Accurate reconciliations, organized accounts, and clean monthly financials delivered on time — every month, so your books are always current and audit-ready.

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Payroll Management

Full-service payroll processing, quarterly tax filings, W-2 and 1099 preparation, and compliance monitoring so your people get paid correctly.

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Specialty Services

From acquisitions and dispositions to accounting software setup and cleanup — specialized financial support for the needs that fall outside your regular monthly services.

Acquisitions / Dispositions Software Setup & Cleanup ASC 842 Lease Accounting GAAP Technical Accounting

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Fractional CFO

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.

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.

Effective budgeting is about more than setting financial targets—it's about using them to guide better business decisions. We collaborate with your leadership team to develop an annual budget, monitor performance each month, and provide meaningful variance analysis that explains the financial story behind the numbers. This insight allows you to respond proactively, capitalize on growth, and address challenges with confidence.

We don't just review reports—we help you make better business decisions. Through monthly performance reviews and quarterly planning sessions, we provide the financial insights and strategic guidance needed to optimize pricing, improve profitability, plan for growth, strengthen cash flow, and confidently navigate what's next.

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 making data-driven decisions.

Understanding where your business truly generates value is essential to making informed strategic decisions. We assess the profitability of your clients, products, and service lines by incorporating overhead and indirect costs, providing a clear picture of what is driving financial performance and where opportunities exist to increase margins and improve returns.

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 planning for growth, expansion, an acquisition, or a major financial decision

How It Works

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 a Discovery Call →

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 and reporting structure, identify opportunities and gaps, and define the scope, priorities, and performance metrics for your engagement.

Onboarding & Financial Infrastructure

We establish the reporting, forecasting, and financial management framework for your engagement, including your initial rolling forecast, management reporting, and key performance metrics. Initial tools and reporting are typically established within 2–3 weeks, provided your accounting records are current and complete.

Any historical cleanup or catch-up accounting identified during onboarding is scoped separately.

Ongoing Partnership

Through monthly financial reviews, KPI analysis, forecasting, and strategic planning, we become an extension of your leadership team—providing ongoing financial insight and executive-level guidance without the cost of a full-time financial executive.

Credentials & Memberships

Professional Certifications & Credentials

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Certified Public Accountant (CPA)

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Enrolled Agent (EA)

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Certified Tax Preparer (CTP)

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Certified Payroll Professional (CPP)

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Certified Management Accountant (CMA)

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Certified Construction Industry Financial Professional (CCIFP)

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Notary Public

Software Expertise

Technology Expertise

At Legacy Investment Solutions, Inc., we believe great financial leadership isn't defined by the software you use—it's defined by the expertise behind it. Our professionals work seamlessly within your existing accounting, ERP, construction, and property management systems, allowing us to integrate quickly and deliver meaningful financial insight without disrupting your operations. Whether you're using an established platform or implementing a new one, our team has the experience and adaptability to support your business with accurate reporting, strategic financial guidance, and efficient system utilization.

Our experience includes, but is not limited to:

Foundation Construction Software

MRI Property Management Software

Yardi

JD Edwards Accounting Software

QuickBooks

Kardin Budgeting Software

Our focus isn't on the software—it's on helping you maximize the value of your financial systems through sound accounting, strategic insight, and executive-level advisory services.

About

Built on Experience. Driven by Purpose.

Kaye Wagner

Founder & Lead Strategist

After more than two decades in corporate finance and financial leadership, Kaye Wagner founded Legacy Investment Solutions, Inc. with a clear purpose: to provide growing businesses with the same caliber of financial leadership, strategic insight, and operational expertise typically available to larger organizations.

Throughout her career, Kaye has served in executive and senior financial leadership roles, bringing that experience to increasingly complex organizations, including a multi-billion-dollar real estate development company. Her responsibilities have spanned complex financial operations, strategic planning, financial reporting, and executive decision support across multiple entities. Working closely with leadership teams, she helped develop the financial strategies, reporting infrastructure, and operational discipline needed to support growth, strengthen decision-making, and create long-term value.

Recognizing that many small and mid-sized businesses lacked access to this level of financial expertise, Kaye established Legacy Investment Solutions to bridge that gap. Today, the firm partners with businesses across construction, real estate development, property management, healthcare, technology, and other growth-oriented industries, providing scalable accounting, tax, outsourced controller, fractional CFO, and strategic advisory services tailored to each client's unique goals.

Supported by a team representing more than 160 years of combined experience, Legacy Investment Solutions brings together CPAs, Enrolled Agents, Certified Tax Preparers, controllers, CFO advisors, and experienced accounting professionals to deliver practical financial solutions backed by executive-level insight. From day-to-day accounting and tax compliance to financial modeling, cash flow forecasting, GAAP compliance, acquisitions, and executive advisory, our team provides the expertise businesses need to make informed, data-driven decisions with confidence.

At Legacy Investment Solutions, we believe accounting is more than recording the past—it's about helping clients build the future. Our mission is to become a trusted extension of your leadership team, delivering the financial clarity, strategic guidance, and responsive partnership that empower businesses to grow with confidence and create lasting success.

25+ Years

Financial Leadership Experience

160+ Years

Combined Team Experience

Executive & Financial Leadership

Experience Across Multi-Billion-Dollar Real Estate & Complex Organizations

Nationwide Service

Headquartered in Texas · Serving Clients Nationwide

Get In Touch

Have a question? We read every message.

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Office

Legacy Investment Solutions, Inc.
9500 Feather Grass Lane, Ste 120-114
Fort Worth, Texas 76177

Serving clients nationwide via secure cloud tools

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Hours

Mon – Fri, 8AM – 5PM CT

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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.

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Construction

Construction businesses face unique financial challenges—from job costing and work-in-progress reporting to cash flow management across multiple projects. We provide the financial insight and reporting needed to improve profitability and support sustainable growth.

›Cash Flow Analysis & Forecasting
›Job Costing & WIP Reporting
›Budget vs. Actual Analysis
›KPI Dashboards & Performance Reporting

🏢

Real Estate Development

Successful developments require disciplined financial management from acquisition through project completion. We help developers manage budgets, financing, reporting, and project performance with confidence.

›Construction Draw Management & Lien Waivers
›Budget & Project Cost Tracking
›Percentage-of-Completion Accounting
›Capital Project & Development Reporting
›Loan-to-Cost & Financial Reporting

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Real Estate Property Management

We provide the financial reporting and operational insight property owners and managers need to maximize portfolio performance and maintain investor confidence and protect their investments.

›Owner & Investor Reporting
›Budgeting & Variance Analysis
›Rent Roll & Occupancy Analysis
›Lease Accounting (ASC 842) & Fixed Asset Management

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Healthcare

Healthcare organizations face complex financial, operational, and regulatory demands. We provide the financial structure and strategic guidance needed to strengthen performance while supporting compliance.

›Revenue Cycle Analysis
›Billing Process Optimization
›Financial & Regulatory Compliance
›Cash Flow Forecasting

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Data Centers & Technology

Technology and data center companies require financial expertise that supports rapid growth, capital investment, and complex reporting requirements. We provide scalable financial leadership for every stage of growth.

›Fixed Asset Accounting
›Capital Project Accounting
›Construction-in-Progress (CIP) Accounting
›Capital Expenditure Planning
›Utility Cost Analysis
›Lease vs. Buy Analysis
›Capacity & Utilization Reporting

Service Detail

Financial Leadership at Every Stage of Growth

Whether you're building a financial foundation, strengthening your accounting operations, or seeking executive-level strategic guidance, Legacy Investment Solutions provides scalable financial services that grow with your business. Our integrated approach allows you to access the right level of expertise—when you need it—without the overhead of building a full in-house finance department.

Service Detail

Fractional CFO & Strategic Advisory

Executive financial leadership that helps you make informed decisions, improve profitability, and confidently plan for the future.

A fractional CFO engagement provides the strategic insight and financial leadership growing businesses need—without the cost of a full-time executive. We become an extension of your leadership team, delivering forward-looking financial strategies, executive reporting, and data-driven guidance that supports sustainable growth. Each engagement is tailored to your business objectives and includes dedicated strategy sessions to ensure your financial plan evolves alongside your organization.

What’s Included

✓Strategic Financial Leadership & Advisory
✓Cash Flow Forecasting & Liquidity Planning
✓Financial Modeling & Scenario Analysis
✓Budgeting, Forecasting & Variance Analysis
✓KPI Dashboards & Executive Reporting
✓Lender & Investor Financial Support
✓Monthly Executive Strategy Sessions

Schedule a Discovery Call

Service Detail

Controller Services

Financial oversight that brings accuracy, accountability, and confidence to your financial operations.

As your business grows, timely financial reporting and strong internal controls become increasingly important. Our Controller Services establish the processes, oversight, and reporting discipline needed to support informed decision-making, strengthen financial operations, and prepare your business for lenders, investors, and audits. Whether delivered as a standalone service or alongside a Fractional CFO engagement, our controllers ensure your financial information remains accurate, organized, and decision-ready.

What’s Included

✓Month-End Close Management
✓Financial Statement Preparation
✓Internal Controls & Process Improvement
✓Chart of Accounts Management
✓Audit Preparation & External Auditor Support
✓Accounting Team Oversight & Review

Schedule a Discovery Call

Service Detail

Accounting & Bookkeeping Services

Reliable accounting that creates the financial foundation for every successful business.

Accurate bookkeeping is more than recording transactions—it's the foundation for sound financial decisions. Our accounting professionals ensure your financial records remain organized, reconciled, and current while delivering timely reporting that supports the day-to-day management of your business. Our services integrate seamlessly with Controller and Fractional CFO engagements, providing a complete, scalable accounting solution as your business grows.

What’s Included

✓Day-to-Day Accounting & Bookkeeping
✓Bank & Credit Card Reconciliations
✓Accounts Payable & Receivable Management
✓Payroll Support & Processing Coordination
✓Accounting Software Administration
✓Monthly Financial Reporting Packages

Schedule a Discovery Call