Accounting Platform Services
We streamline billing, payroll, and budgeting with platforms like QuickBooks and Zoho Books—customized to fit your workflow and improve accuracy while reducing overhead.
About Legacy Sync
Legacy Sync LLC helps small and family-owned businesses modernize operations with the right digital tools. We specialize in accounting systems, scheduling platforms, technology assessments, and process automation that bridge the gap between traditional business methods and today’s technology. Our cross-generational approach makes it easy for Gen X, Boomer, and Millennial owners to adopt new tools without stress.
Start with a Tech Alignment Audit
Most owners aren’t sure which tool or package they need. Our $249 Tech Alignment Audit is a focused 90‑minute review of your email, calendar, booking flow, and QuickBooks/Zoho basics. You’ll receive a 7‑day action plan you can implement yourself or have us do for you.
Our Core Services
Scheduling Platform Services
From appointment booking to staff scheduling and automated reminders, we implement solutions that eliminate double-bookings, reduce no-shows, and save time.
Technology Assessment & Modernization
We assess your hardware, software, and cybersecurity posture, then create a clear, actionable roadmap for upgrades and risk reduction.
Process Improvement & Automation
We identify bottlenecks and design automation workflows that save time, lower costs, and prepare your business for growth.