Running a business is more than just managing the numbers — it’s about making the right decisions at the right time. At Legacy Advice Group, our Comprehensive Advisory Service, ‘Guiding You Through,’ provides ongoing support for business owners beyond tax filings. We serve as your first line of defense for navigating financial challenges, identifying opportunities for growth, and making informed decisions that shape your business’s future.
With Guiding You Through, you’re not just getting a tax advisor — you’re gaining a trusted partner who understands your business inside and out. Our approach is proactive and personalized, ensuring that we stay ahead of potential issues before they arise, so you can focus on growing your business.
Whether you’re looking for ongoing tax strategy or simply need someone to prepare your returns accurately, Legacy Advice Group offers comprehensive tax compliance services tailored to your business’s unique needs.
We handle tax preparation for all entity types — including C-Corporations, S-Corporations, Partnerships, and LLCs — ensuring your filings are accurate, timely, and compliant with federal, state, and local regulations. Our focus is on minimizing liabilities and helping you avoid costly surprises, so you can focus on growing your business.
While some clients prefer ongoing tax planning, others may only need one-time filings — and that’s okay. We make sure every client receives the same level of care and attention, pointing out tax-saving opportunities and areas for improvement, even if you’re not ready to act on them yet. It’s all part of ensuring you have the right information to make informed decisions when the time comes.
For businesses seeking ongoing, personalized guidance, our ‘Guiding You Through’ program offers proactive tax planning and business advisory services that evolve with your needs.
Your business decisions are only as good as the numbers you’re basing them on. At Legacy Advice Group, we provide accurate, timely bookkeeping services tailored to your business’s specific needs, so you can get a clear, reliable picture of your financial health at any time.
But we don’t stop at sending you financial reports and calling it a day. We meet with you to review the numbers and ensure you understand what’s behind the data. There’s no value in a report you can’t interpret — we take the time to walk you through your financials, highlight areas of concern, and pinpoint opportunities for improvement.
Seeing where your income is coming from and understanding where expenses may be creeping up is essential to making smarter business decisions. Maybe it’s overtime hours driving up payroll, or unexpected costs affecting cash flow — we’ll break it down with you, so you can take action where it matters most.
Our goal is to make sure you don’t just have accurate books — you have clarity. We help you understand what’s working, what’s not, and what steps to take next to grow your business.
Whether you’re looking for ongoing support or one-time cleanups, we’ll help you stay on top of your financial records with minimal stress and maximum impact.
Running a business is more than managing numbers — it’s about making decisions, solving problems, and balancing growth, often without anyone to turn to for guidance. At Legacy Advice Group, our Fractional CFO Services, offered exclusively through our ‘Guiding You Through’ program, provide ongoing financial leadership and real-world advice to help you navigate those challenges.
As a business owner, it’s easy to feel isolated. Employees look to you for answers — but who do you turn to? That’s where we come in. Whether it’s securing a business loan, managing cash flow, or weighing the pros and cons of a major decision, we’re here to talk it through, provide clarity, and offer practical solutions. We don’t just deliver reports — we help you understand what those numbers mean and how they impact your next move.
We’re not just advisors — we’re business owners too. We’re building and evolving our own business every day, facing the same challenges you do. We understand the pressures, the frustrations, and the drive to keep growing, because we live it too. Our role isn’t just about financial strategy — it’s about being a trusted partner who understands the reality of running a business and can provide guidance when it matters most.
This isn’t a one-time service. Fractional CFO Services are a long-term partnership that evolves with your business. As your company grows, so do the decisions you’ll need to make, and we’re here to guide you every step of the way.
Your trusted partner in building financial clarity, growth strategies, and a lasting legacy—one decision at a time.
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Hi, I’m Alfred Beato, founder of Legacy Advice Group, and I’ve dedicated my career to helping clients navigate both their business and personal finances with clarity, care, and proactive advice.
My journey in public accounting started when I was just 15 years old, working part-time at a small CPA firm. What began with making copies and organizing files quickly turned into learning the fundamentals of bookkeeping and tax preparation, and from that moment on, I knew I wanted to build my own firm one day.
After earning my bachelor’s degree from FIU in 2015, I joined Appelrouth, Farrah & Co., a respected CPA firm in Coral Gables. It was here that I gained invaluable hands-on experience — not just preparing tax returns but learning how to work directly with clients, build relationships, and offer meaningful advice.
Throughout my time at Appelrouth, I also continued working with another CPA firm — my brother’s practice, Beato Pimentel & Associates. Whether it was providing input on client engagements or assisting with operations, this experience allowed me to gain a deeper understanding of the entrepreneurial side of running a firm.
In 2020, I completed my master’s in taxation from NOVA Southeastern University, further refining my knowledge in tax planning and advisory services. These experiences taught me to think beyond the numbers and approach every client relationship as a trusted advisor, not just a tax preparer. This foundation has shaped the way I serve my clients today.
I’ve always known that I wanted to be self-employed. The idea of building something meaningful and helping clients on my own terms has been my goal from day one. Over the years, I’ve had the privilege of working with some incredible firms, learning everything from client engagement and billing strategies to tax planning and business advisory. But at the end of the day, I realized that no one firm could fulfill my dream of running my own practice.
That’s why I started Legacy Advice Group. It’s about more than just compliance work — it’s about guiding clients through their financial journey and helping them build a legacy for their families and future generations.
With roots in Cuba and the Dominican Republic, and being fluent in both English and Spanish, I’m proud to bring a unique perspective to my practice. Many of my clients have ties to Latin America, and I understand the cultural and financial challenges that come with managing cross-border finances.
Our team at Legacy Advice Group also shares this diverse background, allowing us to better serve clients from all walks of life — whether they’re navigating U.S. tax compliance or managing foreign investments.
I believe in building relationships with my clients beyond the numbers. If you’d like to get to know me better, feel free to connect with me on social media:
I share both personal and professional updates, and I welcome you to join me on this journey as we grow and build together.
Legacy Advice Group and I are one and the same. As much as I’d like to say the business operates separately from me, the truth is that it doesn’t. This industry — like any business — demands time, energy, and attention to detail. Things don’t just happen on their own.
Because of that, every client relationship is personal to me. I don’t take a one-size-fits-all approach. Whether it’s reviewing your tax return in detail, helping you structure your business, or guiding you through a complex financial decision, my goal is to ensure you feel heard, understood, and supported.
You’re not just hiring someone to prepare your taxes — you’re partnering with someone who will guide you through every financial decision, helping you stay on track, minimize liabilities, and build a secure financial future.