Legacy Profit Solutions, Edmonton AB
Matthew Birch from Legacy Profit Solutions
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Matthew Birch

Legacy Profit Solutions

Edmonton, AB
Highly Recommended (40)
Financial Consulting
Financial Consulting
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Our Spotlight Recommendation
“I recently had a great call with Matthew Birch, and I was immediately impressed by his friendly, approachable personality and genuine passion for helping others. He’s created a smart and...” Read more “I recently had a great call with Matthew Birch, and I was immediately impressed by his friendly, approachable personality and genuine passion for helping others. He’s created a smart and much-needed platform — an “Angie’s List” style service designed specifically for bookkeepers and accountants — that really fills a gap in the market. I appreciated how clearly he explained his vision and how dedicated he is to supporting professionals in the finance space. I’m seriously considering using his services and would highly recommend connecting with him if you’re looking for someone who combines innovation with integrity.”
– Jamie Mertens Morrison Mertens Bookkeeping LLC
About Us

Legacy Profit Solutions is the company behind the Legacy Directory — a curated platform designed to help business owners find the right bookkeeping firm the first time.

We believe great bookkeeping relationships are built on more than technical skill alone. Long-term fit depends on:

* industry experience
* communication style
* systems and software alignment
* operational structure
* capacity
* stage of growth

Through the Legacy Directory, we help connect:

* business owners looking for the right long-term bookkeeping fit
* referral partners looking for trusted bookkeeping relationships
* high-quality bookkeeping firms looking for better-fit opportunities

Our focus is not high-volume lead generation. We’re building a relationship-driven platform designed around trust, alignment, and long-term success for both business owners and bookkeeping firms.

Our goal is simple:
help business owners find their “Forever Bookkeeper,” while helping great bookkeeping firms become easier to discover by the right clients and referral partners.

How We Got Started

Legacy Profit Solutions was built after seeing the same pattern show up repeatedly:

* business owners hiring bookkeeping support they didn’t fully know how to evaluate
* bookkeeping firms taking on clients that were not the right long-term fit
* businesses outgrowing their bookkeeping relationships without realizing it early enough
* capable professionals on both sides becoming frustrated by misalignment, communication issues, and unclear expectations

In many cases, the problem wasn’t competence.

It was fit.

Over time, it became clear that many of these issues could be prevented earlier by focusing more intentionally on:

* industry experience
* systems and workflow compatibility
* communication style
* operational structure
* capacity
* stage of growth

The Legacy Directory was created to help business owners, referral partners, and bookkeeping firms build stronger long-term relationships based on alignment — not just availability.

The products and services we offer

Bookkeeping Directory Bookkeeper Matching Bookkeeping Referrals Curated Bookkeeping Network Fractional Cfo Referrals Cpa Referral Network Show all 6
Products & Services
Bookkeeping
I help business owners find a bookkeeper with verified experience in their industry. 
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Recommendations Given (16)
"Ric is a passionate advocate for business owners and an expert in the world of business credit...." Read more "Ric is a passionate advocate for business owners and an expert in the world of business credit. He brings a wealth of knowledge, takes the time to educate those around him, and is always looking for practical ways to help businesses strengthen their financial foundation. What I appreciate most is his collaborative approach and genuine commitment to creating value for the professionals and business owners he serves. I highly recommend connecting with Ric if you want to better understand business credit and the opportunities it can create for growing businesses."
"Carlos brings a thoughtful and strategic approach to helping individuals, families, and business..." Read more "Carlos brings a thoughtful and strategic approach to helping individuals, families, and business owners achieve their financial goals. What impressed me most was his focus on integrity, long-term planning, and genuinely understanding what matters most to his clients. Our conversation went far beyond financial products and into topics like legacy, business growth, and helping people build the right support systems around their goals. Carlos is knowledgeable, authentic, and clearly passionate about helping others succeed. I'm glad we connected and would be happy to recommend him. "
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Recent Activity
The Message Nobody Ignores
Matthew from Legacy Profit Solutions Answered this on April 26, 2026
Something that stood out to me here is that this only works when the value is specific and well-matched. I see a lot of people trying to lead with value, but the introduction isn’t quite right — so it doesn’t go anywhere. The real shift isn’t just ‘give first’… it’s knowing both sides well... (more) Something that stood out to me here is that this only works when the value is specific and well-matched. I see a lot of people trying to lead with value, but the introduction isn’t quite right — so it doesn’t go anywhere. The real shift isn’t just ‘give first’… it’s knowing both sides well enough to make the right call. That’s where it stops being networking and starts becoming something people actually remember.
How to Actually Use Your Second Degree Network
Matthew from Legacy Profit Solutions Answered this on February 13, 2026
Don, I’ve seen you demonstrate this approach firsthand, and this captures it perfectly. What stands out most is the shift from convenience to context. When introductions are framed with clarity and mutual value, they don’t feel transactional — they feel intentional. The idea of treating the... (more) Don, I’ve seen you demonstrate this approach firsthand, and this captures it perfectly. What stands out most is the shift from convenience to context. When introductions are framed with clarity and mutual value, they don’t feel transactional — they feel intentional. The idea of treating the introduction as the beginning rather than the win is where the long-term momentum lives. Strong networks aren’t built on volume. They’re built on stewardship. Grateful for both the insight and the example you set.
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Our Recognition

We're highly recommended by locals on Alignable

Highly Recommended

By 25+ Local Business Owners!