Hi, I’m Jamie!

I’ll be honest: I love numbers. But after 15+ years in bookkeeping, tax, and financial strategy, I’ve learned that understanding your numbers is only the beginning.

What really matters is knowing how to use them to make better decisions, protect what you’ve built, and plan for what’s ahead.

I founded Legacy & Co with a simple belief: business owners deserve more than someone who records transactions and prepares tax returns. They deserve a financial partner who sees the bigger picture, and who will tell them the truth about their numbers.

That’s me. I’m going to speak my mind and tell you what you need to hear, not just what you want to hear. No confusing jargon, no beating around the bush. Just clear answers and a real strategy.

Through bookkeeping, proactive tax planning, and Fractional CFO services, I help small business owners, realtors, and real estate investors gain clarity, improve profitability, and make confident financial decisions.

But Legacy & Co is about more than business.

I’m a mom of three, and our family is involved in our church and youth group. Life is busy, loud, and full, and I wouldn’t have it any other way. Being a mom reminds me every day that the decisions we make today shape the opportunities we create tomorrow.

That’s what inspired the name Legacy & Co: building something meaningful and making intentional decisions that support the future you’re working toward.

My approach is simple: understand your goals, build a strategy, and help you move forward with confidence. And if you just want to talk through an idea? I’m always happy to chat.