Explore what we offer

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We’re here to offer personalized support, making your bookkeeping processes smoother and hassle-free, so you can focus on growing your business. Industries we proudly serve include:

  • Construction / Contractors

  • Non-Profit

  • Start-ups

  • Professional Services

  • Retail

  • High-net-worth Individuals

  • Aviation / Pilots

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Core Bookkeeping

No matter where your business is in its growth, we can tailor these basic functions to suit your needs. Whether that’s daily, weekly, or monthly transaction recording, or supporting your existing staff with outside oversight and reconciliation, no two clients are ever exactly alike.

  • Transaction entry / import from banks and credit cards

  • Reconciliation of banks and credit cards

  • Reconciliation of notes payable, benefit liabilities, etc.

  • Review of monthly financials for reasonableness

  • Monthly accruals

  • Expensing of prepaids

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AP/AR and Financial Reporting

Managing cash flow is critical to the success of any business. At Heartwood Bookkeeping, we take the burden of Accounts Payable and Receivable off your shoulders, ensuring that your bills are paid on time and your clients are invoiced promptly.

  • Invoice Generation and Tracking

  • Bill Payment Management

  • Aging Reports

  • Cash Flow Management

  • Budget vs. Actual Analysis

  • Monthly custom management report packages

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Payroll Services

Managing payroll can be time-consuming and complex, but it’s a critical component of running a business. We simplify payroll management by partnering with trusted payroll service providers like Gusto, ensuring that your employees are paid accurately and on time, and taxes are properly managed.

  • Payroll Setup and Processing

  • Integration with Payroll Service Providers

  • Tax Withholding and Filing

  • Employee Benefits and Deductions Management

  • Year-End W-2 and 1099 Preparation

  • Direct Deposit and Pay Options

Contact Us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!