SMB Cross Sell Leverage Legacy Consulting Group’s broad service suite to create cross-sell opportunities with local small businesses and startups, offering bundled tax planning, bookkeeping support, financial planning, investment guidance, and insurance as a comprehensive financial partnership.

Startup Growth Focus Position the firm as the go-to advisor for startups and growing SMEs in Lexington by offering end-to-end startup services, including business formation guidance, tax strategy, QuickBooks setup and training, and ongoing bookkeeping and advisory support.

QuickBooks Services Capitalize on QuickBooks training and technical support to win clients who need hands-on bookkeeping; offer recurring outsourced bookkeeping, tax readiness checks, and monthly advisory sessions to create steady revenue streams.

Insurance and Risk Cross-sell insurance solutions and risk management as part of a holistic financial plan; target business owners and key personnel with employee benefits and business continuity coverage, coordinating with partners to provide bundled protection packages.

Digital Marketing Ready Enhance digital marketing and client onboarding to scale sales; showcase services on a local-focused website, streamline onboarding via secure portals and document exchange, and run targeted webinars or workshops to attract Lexington SMB owners.