So many business owners feel overwhelmed by their business and confused by their finances because they aren't showing up with the tools they need to succeed.
I'm here to change that.
Heritage Bookkeeping partners with small businesses to provide high-quality, cloud-based bookkeeping. We accomplish this by implementing efficient systems, proactively ensuring accurate books, clearly communicating with our CEOs, and treating their business like our own.
We go beyond basic bookkeeping to help you navigate every business decision with solid, data-backed strategies that work. Together, we’ll help you answer important questions in your business and ensure every decision is based on data and facts.
The results? You’ll get to focus MORE on growing your business and LESS on bookkeeping all while knowing more than ever about where your company stands financially.
Our Origin Story
Believe it or not, my business found me. After graduating with a business degree from the University of Nebraska, I dove head first into the corporate world. Several years later, I fell in love with QuickBooks while working for a Christian rock band – dream gig, right?
When I got married, I knew I wanted to stay home while raising my four kids. Word of mouth from my family and friends brought me my first bookkeeping clients, and as my kids grew, so did my business! Fifteen years later, my client base has grown solely by referrals, and as a soon-to-be empty nester, I’m finally launching my business publicly for the first time.
Heritage Bookkeeping was built from the ground up and now has an amazing team of bookkeepers who help our clients succeed! I’m so blessed to continue my family heritage of entrepreneurship, which was handed down to me from my dad. Today, my top priority is providing the highest quality service for my clients and ensuring they are supported at every turn!
Our Company Values
Efficiency
We believe our services should save you time and effort. We approach everything we do with this core mindset!
Resourcefulness
Our motto is “work smarter, not harder.” We’re committed to providing key resources to our clients.
Authenticity
Client relationships are the backbone of our business. Being authentic with our clients helps make that possible.
Ambition
We’re the bookkeeping firm for business owners who dream BIG and are excited to take the next step in their business.
Family
Prioritizing family is important to us, and we pride ourselves on providing services that help our clients do the same.
Faith
We love Jesus and are proud to be a Christian-owned business. Our faith guides everything we do.
Want to know your bookkeeper outside of QBO? Some fun facts about me are that I love...
- the beach
- breve lattes
- college volleyball
- making lists
- tiramisu
- musicals
- books and podcasts
- local restaurants
- spreadsheets (duh?)