The Legacy Financial Team
Who we are
With over 45 years of combined bookkeeping, financial coaching, and accounting experience, Legacy Financial Resources is a Keller Williams, Real Estate specific, full-service bookkeeping company, focused on providing Real Estate entreprenuers with a comprehensive view of their business financials keeping them in alignment with the proven MREA models and systems.
Lynn Tortorigi
Co-Founder
Lynn Tortorigi is Co-Founder of Legacy Financial Resources and has been working in real estate and real estate financials for 30 years. She is a Certified Xero Advisor and is a Certified Bookkeeper. She has also attended numerous KW MAPS financial classes and is well versed in the KW MREA models, systems and chart of accounts. Lynn is also a MAPS Leadership Coach with Keller Williams Realty specializing in CFO/MCA’s including instruction in Agent Financials.
205-965-1190
Julia Perez
Co-Founder
Julia Perez is Co-Founder of Legacy Financial Resources and has been working in real estate and real estate financials for over 14 years. She is a Certified Bookkeeper and is a Certified Xero Advisor. Julia has attended numerous KW MAPS financial classes, taught numerous classes on agent financials and is well versed in the KW MREA models, systems and chart of accounts.
