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Services

Full-service accounting and Fractional CFO work

Have more control over your firm's finances to free up more time to practice law

Advisory services on operations

Be able to have the right people in the right roles to maximize their potential and profitability for your firm

Tax Planning

Being proactive with taxes allows for better cash flow and increased profitability

Book Your Free Discovery Call To Increase Your Profits

You get knowledgeable, practical and actionable experience at a fraction of the cost

Firm owners are able to make quicker financial decisions to free up more time to practice law instead of running a firm.

No cookie cutter approach; custom made approach for your specific firm

Not every firm is the same. We get into the details for each client so each client can get immediate results with in the first 90 days

Meet the Owner

Kristen Engeron

CFP

I started working with tax attorneys and CPAs preparing exit strategy planning and income tax planning for their business owners. I was working for a Fortune 100 company and saw how every single business owner was frustrated that their advisors were never on the same page. So in 2010, I left the "safe" corporate job to provide fractional CFO services. But nobody in 2010 knew what "fractional CFO services" actually entailed. I started with a few clients and Legacy Consultants grew from there. We worked with businesses in just about every sector, including professional athletes. But I knew in order to be the best at what we do, we couldn't be all things to all people. I realized that the industry I work the best with and had the most success was with law firms (point of order-I'm married to one). My husband, Brian, encouraged me to go out and start talking to firms about their needs. 14 years later, our clients trust us like we are one of the partners and know that we are helping them to position themselves for growth, mitigating their risks, and refining operations all while remaining completive for client and talent retention.

90-Day Moneyback Guarantee

If we can't show you how to reduce taxes in the first 90 days, we will refund your money. We guarantee tax savings but it's up to the firm owner to implement. We are not responsible for lack of implementation.

Let's Create Something Together

New York, NY, USA

Copyright 2024 - Dynamic Tax CFO Inc - All Rights Reserved

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