Hi! We are Legacy Business Consulting.
About Megan Lingo
Megan is a highly accomplished professional with a diverse educational background and a passion for guiding clients towards long-term success. She holds a Bachelor of Arts degree from Texas Lutheran University and is certified in QuickBooks Online. In addition, she possesses a Master of Science in Accounting and a Masters in Educational Leadership.
With a strong foundation in teaching, Megan brings a unique perspective to her work, consistently striving to help clients implement best practices. Her teaching background enhances her ability to provide valuable guidance and support to businesses, ensuring they adopt effective strategies for sustainable growth.
Having spent 11 years with a family-owned business in San Antonio, Megan transitioned to a CPA firm in 2019. In her roles as a senior accountant and supervisor, she actively participated in program conversion, implemented new policies and procedures, conducted audits, managed payroll, and prepared monthly financial reports.
In the face of the pandemic and widespread job losses, Megan made a pivotal decision to leave her corporate career behind and establish Legacy Business Consulting. The driving force behind this choice was her desire to assist businesses that were left struggling in the aftermath of the crisis. Through Legacy Business Consulting, Megan aims to create a lasting legacy that her family can be proud of, dedicating her expertise to supporting and empowering businesses in their pursuit of success.
About Rachel Mullenbach
Bookkeeper
Rachel brings a wealth of experience and expertise to Legacy Business Consulting. With over 10 years in accounting, she has an exceptional eye for detail and financial management skills. Her passion for empowering small businesses, combined with her knowledge in bookkeeping and business operations, makes her a valuable asset. Rachel’s background as both an Athletic Trainer and an accountant offers a unique perspective, allowing her to provide tailored solutions to all clients. With a deep understanding of the local market, she is a valuable asset to any organization looking for assistance with financial operations. Rachel is committed to helping businesses grow and thrive in the La Vernia community.
About Meredith Dietrich
Bookkeeper
Desiree Piñon
Administrative Assistant/Bookkeeper
Desiree brings over 20 years of experience in administration and bookkeeping, she has developed a sharp eye for detail and a strong passion for organization throughout her career. She relocated to La Vernia three years ago with her dad, her husband and their 3 children. She is a dedicated sports mom and never misses a game. Outside of her professional life, she enjoys spending time with her loved ones, whether they’re traveling, exploring nature, or enjoying time in the water. Her commitment to both her professional and personal life reflects her vibrant and nurturing spirit.
About Kaitlyn Smith
Senior Accountant
Kaitlyn has an impressive academic background, with a degree in accounting from Texas Christian University and Texas Lutheran University. She worked as an auditor for a public accounting firm, and an internal auditor at a credit union. Outside of work, Kaitlyn has 3 kids who are all very active in sports, and she loves spending quality time with her family. She also enjoys working out/CrossFit and has been a family photographer (Kaitlyn Smith Photography) for 15 years.
About Rip the Dog
CBO (Chief Barking Officer)
Rip the adorable yellow Labrador Retriever, holds the esteemed position of Chief Barking Officer. With his wagging tail and friendly disposition, he brings joy and positivity to the office every day.
In his spare time, Rip enjoys playing fetch with his favorite squeaky toy and attending doggy networking events, where he proudly represents the Legacy Business Consulting firm. He is a true ambassador for the company and never misses an opportunity to make new friends and show off his impeccable accounting skills. His charming personality and excellent manners (learned from A Better Dog Training), make Rip more than just a well-trained Chief Barking Officer. His presence at the office is a constant reminder that even in the serious world of accounting, a little bit of cuteness, dog kisses, and happiness can go a long way.
Vision Statement
We are committed to fostering a culture of integrity, proactivity, and financial security. With our team taking proactive measures to improve their financial strength and drive our business forward, we can ensure our customers are always experiencing the highest level of financial security. We’re focused on providing continuous service and experiences that our customers deserve and can trust.
Mission Statement
We provide companies with the support and knowledge they need through comprehensive financial advisory services. Through innovative, efficient, and transparent processes, we create, support, and enhance the individualized goals of our clients.