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 Taylor Spain
Bookkeeper/ Administrative Assistant
Taylor’s diverse skills and experience bring a unique perspective to ensure your business succeeds. With expertise in government construction contracts, accounts payable and a background in early childhood education, she brings a unique blend of financial knowledge and a passion for education. Taylor’s career spans teaching, directing child care centers, and assisting entrepreneurs in establishing new businesses. Outside of work, she enjoys quality time outdoors with her three daughters, two of whom play softball and loves organization. Taylor never misses an opportunity to cheer on the Houston Astros. She is ready to contribute her expertise to support your business’s growth and reach its goals.
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.