The Legacy Optimizer relishes the opportunity to be a vessel to coach/teach/consult business owners on knowing their numbers inside and out along with building out their back-end operations through optimizing internal systems/processes as an example.

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The purpose of the Legacy Optimizer is to help business owners/non-profits/startups become the lead actors of their company by taking over the supporting role of data. Additionally, assisting entrepreneurs with establishing a sound business blueprint (framework) involving their financials, strategy, and operations. 

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To be a guide/GPS for small businesses/start-ups as they navigate their journey of financial data, taxes, establishing processes and devising a route to get to their ultimate destination.

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Providing the prescription to ease + diagnosis the financial/operational pain points small businesses endure such as acquiring funding and managing cash flow. 

Helping business owners understand through coaching/implementation the significance of monitoring + measuring their financial health of their company on a consistent basis. Additionally, we look to empower organizations with key process + procedure templates to drive more efficient business operations.

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The Legacy Optimizer is on a journey to become the financial voice for startups/SMBs/non-profits by adding the finance/operational ingredients to their overall legacy recipe. 

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