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The first conversation is a diagnostic, not a sales call. Tell me what you're working on.
Most engagements begin with one conversation about where the pressure is.
By the time most owners feel cash pressure, they're 60 days past the point where it was cheap to fix. The first call is about understanding where you are — cash position, team capacity, what's keeping you up, what the business needs to look like in 12–24 months.
There's no obligation. If the fit isn't right, I'll tell you so and point you somewhere useful.
Best for companies in the $2.5–15M revenue band with a controller or bookkeeper on staff and an owner who wants to build infrastructure rather than manage around gaps.
Direct response from Phil Rice, CPA. Not a CRM. Not a drip sequence.
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