Legacy Financial & Consulting

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Legacy Financial & Consulting is a professional services firm providing bookkeeping, payroll, fractional CFO consulting, and strategic back-office support for small and growing businesses.

Did you see your city up there? 👀At Legacy Financial & Consulting, we're proud to provide professional financial service...
10/28/2026

Did you see your city up there? 👀

At Legacy Financial & Consulting, we're proud to provide professional financial services to businesses throughout the Tulsa area. Whether you're in Tulsa or one of the surrounding communities, we're here to help you stay organized, understand your numbers, and build a stronger financial future. 📊

Here's where we love working with local business owners:
✔️ Tulsa
✔️ Broken Arrow
✔️ Owasso
✔️ Jenks
✔️ Bixby
✔️ Catoosa

From bookkeeping and payroll to financial consulting and strategic support, we're here to help you navigate your finances with confidence. 💼

Ready to get your business finances on track?
Take our FREE assessment!

🌐 www.legacyfinancialok.com
📞 918-256-7949

📍 Tulsa Office: 5401 S Harvard Ave, Suite U5, Tulsa, OK 74135
📍 Vinita Office: 24645 S Highway 2, Vinita, OK 74301

Every business owner faces financial challenges at some point. What matters is having the right mindset, information, an...
10/19/2026

Every business owner faces financial challenges at some point. What matters is having the right mindset, information, and support to face those challenges and keep moving forward. 💼

Your financial challenges don't define your business. How you respond to them does.

At Legacy Financial & Consulting, we believe that the right financial guidance can turn uncertainty into clarity and challenges into opportunities for growth. 📈

Contact us today!

🌐 www.legacyfinancialok.com
📞 918-256-7949

📍 Tulsa Office: 5401 S Harvard Ave, Suite U5, Tulsa, OK 74135
📍 Vinita Office: 24645 S Highway 2, Vinita, OK 74301

Falling behind on your bookkeeping or dealing with past payroll issues doesn't mean you're stuck there! 🙌 Legacy Financi...
10/14/2026

Falling behind on your bookkeeping or dealing with past payroll issues doesn't mean you're stuck there! 🙌

Legacy Financial & Consulting can help bring your records up to date, correct past issues, and create a more organized and reliable financial system moving forward. 📊

Having accurate financial records gives you a clearer picture of your business and the confidence to make informed decisions.

Want to learn more about how we can help YOU SPECIFICALLY?
Take the FREE assessment on our website!

🌐 www.legacyfinancialok.com
📞 918-256-7949

📍 Tulsa Office: 5401 S Harvard Ave, Suite U5, Tulsa, OK 74135
📍 Vinita Office: 24645 S Highway 2, Vinita, OK 74301

💡 FINANCE TIP: Your bank balance isn't the same as your profit.Knowing your true numbers, including your income, expense...
10/09/2026

💡 FINANCE TIP: Your bank balance isn't the same as your profit.

Knowing your true numbers, including your income, expenses, and cash flow, gives you a clearer picture of your business's financial health and helps you make smarter decisions. 📊

A healthy bank balance can be misleading if you don't account for upcoming expenses, taxes, payroll, and other financial obligations. Understanding the bigger picture helps you plan ahead and avoid unexpected financial surprises.

If you're looking for greater financial clarity and confidence in your business decisions, we're here to help! 💼

🌐 www.legacyfinancialok.com
📞 918-256-7949

📍 Tulsa Office: 5401 S Harvard Ave, Suite U5, Tulsa, OK 74135
📍 Vinita Office: 24645 S Highway 2, Vinita, OK 74301

Here's our best strategy to stay on top of your business finances! ✅Save this post for the next time you're wondering wh...
09/30/2026

Here's our best strategy to stay on top of your business finances! ✅

Save this post for the next time you're wondering whether it's time to hire a bookkeeper. 📌

Our checklist can help you identify common signs that your business could benefit from professional bookkeeping support, from falling behind on your books to spending too much time managing your finances yourself. Recognizing these signs early can help you stay organized, make informed decisions, and focus on growing your business.

You're welcome! 😉

If you've checked off one or more boxes, Legacy Financial & Consulting is here to help. Reach out today and let's build a stronger financial foundation for your business.

🌐 www.legacyfinancialok.com
📞 918-256-7949

📍 Tulsa Office: 5401 S Harvard Ave, Suite U5, Tulsa, OK 74135
📍 Vinita Office: 24645 S Highway 2, Vinita, OK 74301

❌ Instead of: Trying to manage your business finances on your own.✅ Try this: Partner with a trusted financial team that...
09/25/2026

❌ Instead of: Trying to manage your business finances on your own.

✅ Try this: Partner with a trusted financial team that helps you stay organized, make informed decisions, and plan for long-term growth. 📊

Because we all know that having accurate financial records and expert guidance makes it easier to manage cash flow, identify opportunities, and make confident decisions for your business. 💼

And if you're looking for more ways to simplify your finances and build a stronger foundation for growth, we help with that!

Reach out to Legacy Financial & Consulting when you're ready.

🌐 www.legacyfinancialok.com
📞 918-256-7949

📍 Tulsa Office: 5401 S Harvard Ave, Suite U5, Tulsa, OK 74135
📍 Vinita Office: 24645 S Highway 2, Vinita, OK 74301

Taking control of your business finances might feel overwhelming at first, but it's like learning any other new skill. 📊...
09/16/2026

Taking control of your business finances might feel overwhelming at first, but it's like learning any other new skill. 📊

You have to show up. You have to give it a try.

Start by understanding your numbers, reviewing your financial reports regularly, and asking for help when you need it. Every small step brings you closer to making confident business decisions.

Repeat after us: My numbers should work for my business, not against it. 💙

Questions? Legacy Financial & Consulting is here to help.

🌐 www.legacyfinancialok.com
📞 918-256-7949

📍 Tulsa Office: 5401 S Harvard Ave, Suite U5, Tulsa, OK 74135
📍 Vinita Office: 24645 S Highway 2, Vinita, OK 74301

Growth takes more than ambition. It takes a strong financial foundation. 📈If your books are disorganized, cash flow is u...
09/07/2026

Growth takes more than ambition. It takes a strong financial foundation. 📈
If your books are disorganized, cash flow is unpredictable, or you're making decisions without clear financial insights, your business may not have the stability it needs to grow with confidence. 💼

A strong financial foundation means understanding your numbers, staying organized, planning ahead, and having the right financial support behind you. When your finances are in order, you're better equipped to seize new opportunities, navigate challenges, and make informed decisions every step of the way.

Ready to strengthen your financial foundation? Legacy Financial & Consulting is here to help. Contact our team today to learn how we can support your business growth!

🌐 www.legacyfinancialok.com
📞 918-256-7949

📍 Tulsa Office: 5401 S Harvard Ave, Suite U5, Tulsa, OK 74135
📍 Vinita Office: 24645 S Highway 2, Vinita, OK 74301

Your business deserves a financial partner you can trust. Let Legacy Financial & Consulting help you build a stronger fi...
08/26/2026

Your business deserves a financial partner you can trust. Let Legacy Financial & Consulting help you build a stronger financial future. 💼

Whether you're looking for reliable back-office support or strategic financial guidance, we offer solutions designed to grow with your business.

Ready to turn financial chaos into clarity? Contact Legacy Financial & Consulting today!

🌐 www.legacyfinancialok.com
📞 918-256-7949

📍 Tulsa Office: 5401 S Harvard Ave, Suite U5, Tulsa, OK 74135
📍 Vinita Office: 24645 S Highway 2, Vinita, OK 74301

Financial chaos doesn't happen overnight. It often starts with small habits that go unchecked.The good news? A few simpl...
08/17/2026

Financial chaos doesn't happen overnight. It often starts with small habits that go unchecked.

The good news? A few simple changes can make a big difference. 💡

In this post, we're sharing 3 practical tips to help keep your business finances organized, improve your decision-making, and set your business up for long-term success.

Whether you're just getting started or growing your business, staying on top of your finances today can help you avoid costly headaches tomorrow.

Need a trusted financial partner to help you stay on track? Legacy Financial & Consulting is here to provide the guidance and support you need. Contact our team today to learn how we can help your business thrive.

Contact our team today to get started!

🌐 www.legacyfinancialok.com
📞 918-256-7949

📍 Tulsa Office: 5401 S Harvard Ave, Suite U5, Tulsa, OK 74135
📍 Vinita Office: 24645 S Highway 2, Vinita, OK 74301

Address

5401 S Harvard Avenue
Tulsa, OK
74135

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19182567949

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