Finally Find Confidence in Your Numbers
You’re amazing at what you do, but let’s be honest, business ownership is BUSY! Managing your company’s team, marketing, and finances can be overwhelming at times. Our team at Heritage Bookkeeping makes it easier by providing comprehensive, virtual bookkeeping support.
You have better things to do than worry about your bookkeeping. That’s why we provide crystal clear financials and expert guidance and support to make you feel confident and empowered about every business move you make.
Ready to say goodbye to the days of avoiding your books and being afraid of what your finances say about your business?
Learn how we can help you find clarity and confidence in your numbers today!
Ready to completely eliminate stress and grow faster?
We help business owners...
- Increase profits
- Be 100% ready for tax season
- Pay your CPA less
- Have more time to grow your business
- Sleep better knowing your books are taken care of
Ready to completely eliminate stress and grow faster?
We help business owners...
- Increase profits
- Be 100% ready for tax season
- Pay your CPA less
- Have more time to grow your business
- Sleep better knowing your books are taken care of
When you started your business, you imagined a life of financial freedom.
Is it working out how you'd hoped? If you...
Constantly feel stressed about your business finances
Spend less time than ever with your family and friends
Feel totally overwhelmed by filing & paying taxes
Aren't paying yourself (or aren't paying yourself enough!)
Have no idea where you're at with your business finances
Make decisions based solely off of your bank balance
We can help you get back to the life you always imagined!
How It Works
Find Out if We're a Great Match
The first step towards working with us is to fill out a short questionnaire so that we can get to know you better! Once we receive your responses to our questionnaire, we'll determine if we're a good fit for you!
Schedule a Free Consultation
Next, we'll meet up via Zoom or phone to talk about your goals and bookkeeping needs. We'll ask you a few questions to gather the info we need to create a proposal.
Get Your Customized Proposal
A few days after your call, we'll do a diagnostic review of your current QuickBooks file and send over a customized proposal of services based on your business' unique needs and goals.
Start Your Clean Books Journey
When you're ready to get started, we'll go through an easy onboarding process to get all the documents and information we need from you to get started. Then, we'll take bookkeeping off your hands. Simple as that!
Check in With Us Monthly or Quarterly
Ongoing support is part of what makes Heritage Bookkeeping different. We'll check in with you a few times each month to go over any questions we have, and you'll receive reports consistently each month. Have questions about your books? Our door is always open to help!
Hi, I'm Angie
I’m a small business supporter and experienced virtual bookkeeping professional who LOVES helping my clients succeed. My favorite part of my job is working with business owners who have the courage and faith to follow their dreams!
Every day, I see how the day-to-day stress of running a business can distract entrepreneurs from important tasks like bookkeeping and strategizing for improvement. That’s where I come in!
My team and I take the stress of bookkeeping off your plate by creating key processes that streamline your financial management, make data easier to access than ever before, and give you the ability to see the big picture when it comes to your finances.
This way, you can focus on continually improving your business rather than constantly putting out fires. My goal is to help my clients run their business in the way they always dreamed they would. I take joy in being there to guide through education, mentorship, and continual support.
Finally Feel Confident in Your Business Finances
with comprehensive virtual bookkeeping support
- Monthly Bookkeeping
- Accounts Receivable & Payable
- Receipt Management
- Payroll
- Job Costing
- Tax Support
Frequently Asked Questions
We work with service-based businesses in most industries.
We exclusively work with Quickbooks Online for accounting and can integrate your Quickbooks Online account with most third-party software you use for your business. We also love to work with Gusto for payroll and Dext for receipt management. All our clients get their own secure client portal for questions and communication.
We go beyond bookkeeping to turn your numbers into useful data for your business. Instead of doing your books simply for compliance, we dig into your numbers and read between the lines to help you use that data to make big business decisions.
If you own a business, you need a bookkeeper! It’s as simple as that. If you’re already struggling to manage all the things on your plate, then you will instantly see the benefits of outsourcing your books to us. Plus, you’ll get a trusted financial partner who can help you make big growth strategy decisions.
A lot of business owners think they’re doing a pretty good job of managing their financials, but the truth is, even the most proficient DIY business owners can end up misrepresenting their books. That’s where we come in! We ensure that every transaction is properly coded and recorded for tax purposes and that your books are 100% accurate. We like to say that your decisions are only as good as your data. If your books aren’t accurate, you may be making decisions based on incorrect or incomplete data. Most of all, hiring a professional bookkeeper will prevent you from paying more for tax prep each year when your CPA has to clean up your mistakes.
Cleaning up messy books is our specialty! No matter how long it’s been or how big of a mess you’ve created, we’re confident that we can turn things around for you and your business. We encourage business owners with disorganized books to turn away from the stress of bad bookkeeping once and for all by outsourcing clean up and monthly bookkeeping to us!
I do not file annual tax returns or offer CPA services. However, we are happy to refer you to a great CPA who can help you with this! We do offer 1099 filing and payroll taxes.
While I can absolutely prepare your financial statements for you to view, I cannot perform audits or sign off on your financial statements as a CPA. However, I can provide support to your CPA at year-end to minimize your stress and ensure that any issues are resolved smoothly.
Kind Words From Clients
