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fractional cfo and accounting services
OUR MISSION
To deliver exceptional financial and professional services with unwavering commitment to ethical standards and integrity. We strive to meet our clients' needs, fostering both immediate and long-term success. We are dedicated to honoring diversity, upholding professionalism, and respecting our clients.
OUR VISION
To be the preferred financial firm for entrepreneurs and corporate clients
OUR SLOGAN
Crowning your Future with Financial Excellence
COMPANY BIO
Formally (L3VS), now Sovereign Legacy Financial Group, was established in February 2017.
Our team provides fractional CFO and accounting services that transform financial chaos into clarity, strategy, and sustainable growth. Our bookkeepers are Certified in Quickbooks Online and have attained the status of Quickbook ProAdvisors.
What Sets Us Apart
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Strategic Oversight, Not Just Transactions
Every client receives tailored financial insights—ratio analysis, profitability reviews, and growth-aligned recommendations. Our focus is clarity and control, not chaos and catch-up.
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Proactive, Not Reactive
We don’t wait for tax season to get your books in order. We maintain your financials year-round, so you’re audit-ready, bank-ready, and investment-ready—always.
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Experience You Can Trust
Our founder, Tasha Baron Smith, built this firm with one mission: to help business owners create sustainable legacies through financial integrity and empowered decision-making. Backed by years of experience, client results, and high-level financial support, we bring clarity to every corner of your business.
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Premium Partnership Approach
We don’t believe in cookie-cutter service. Our support is relational, strategic, and designed to grow with you. We work with entrepreneurs who are ready to lead—not guess—with their numbers.
Our Services Include:
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Fractional CFO Support
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Monthly Bookkeeping & Reconciliation
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Cash Flow & Profitability Analysis
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Financial Statement Preparation
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Tax Compliance Support (in partnership with your CPA)
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Contractor 1099 Filing & Support
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Financial Clean-Up & Historical Rebuilds
Bottom Line?
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We’re here to deliver results that position your business to thrive.
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If you’re looking for a financial partner who thinks like a strategist and works like a trusted advisor, you’ve found the right team.
A word from our Founder
At Sovereign Legacy Financial Group, we do more than balance books—we empower business owners to take control of their finances, scale with confidence, and build a legacy of wealth and success.
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I founded Sovereign Legacy Financial Group because I believe financial clarity is the foundation of true power, freedom, and expansion. Too many business owners struggle—not because they lack revenue, but because they lack a structured financial strategy that supports their growth. My mission is to change that.
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With a deep understanding of money, mindset, and profitability, I’ve helped six- and seven-figure entrepreneurs organize, optimize, and elevate their businesses. As a military spouse, I’ve spent 20 years supporting my husband’s service while also navigating the challenges of building a business and raising four incredible children. I know what it takes to balance responsibility, create sustainable financial systems, and lead with confidence—both in business and in life. I’ve mastered how to manifest more, maintain ease, and help others do the same.
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At Sovereign Legacy Financial Group, we focus on:
Strategic Bookkeeping & Financial Consulting – Turning numbers into clarity, opportunity, and profit.
Business Expansion & Wealth Strategies – Helping business owners scale strategically while staying financially strong.
Tax Compliance & Profitability Planning – Ensuring your business is IRS-compliant while maximizing growth.​
I am unapologetic about peace, profit, and helping my clients eliminate the financial chaos that holds them back. Our mission is to transform business owners into financially sovereign leaders—equipped, empowered, and in control of their financial future.
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