❋
Do you need support keeping your books accurate, and up-to-date?
Heather’s Bookkeeping Solutions
can help you achieve these goals and more.
What does a bookkeeper do?
Recording Transactions: Documenting sales, purchases, payments, and reconciling bank statements.
Managing Accounts: Handling accounts payable (bills) and accounts receivable (customer payments).
Payroll: Processing employee pay and ensuring tax deductions are accurate.
Maintaining Ledgers: Updating the general ledger with financial entries.
Financial Reporting: Preparing balance sheets and income statements.
Tax Support: Assisting with tax preparation by ensuring records are accurate and up to date.
In short, bookkeepers ensure accurate financial tracking, supporting smooth operations and financial reporting for your business.
Our Services
-
Budgeting services focus on creating realistic monthly or yearly financial plans based on your income and expenses. This includes tracking spending, monitoring cash flow, comparing actual results against your budget, and adjusting plans to help you reach financial goals while avoiding overspending.
-
Tax preparation support involves organizing and maintaining accurate financial records throughout the year so tax filing becomes simple and stress-free. This includes categorizing expenses properly, preparing financial reports, tracking deductible items, and ensuring all income is recorded correctly for your accountant or tax professional.
-
Bank reconciliation ensures your financial records match your bank statements exactly. This service involves reviewing deposits and withdrawals, identifying errors or missing transactions, correcting discrepancies, and confirming accurate balances to prevent fraud and maintain reliable financial reporting.
-
Transaction categorization organizes every business expense and income into the correct accounting categories. This helps produce accurate financial reports, simplifies tax preparation, improves budgeting, and gives you a clear picture of where your money is going each month.
Meet the Founder
I'M HEATHER
I’m passionate about helping others feel confident and in control of their financial picture. As a bookkeeper, I specialize in cleaning up complex and disorganized books—several of my clients came to me with years of back work, and I’ve successfully brought everything up to date with accuracy and clarity. The CPAs I’ve worked with consistently praise my attention to detail and the quality of my reports, often referring new clients my way.
I currently serve eight small business clients and am proud to have a 100% client retention rate. My background as a former science teacher and department chair has given me a strong foundation in managing budgets, organizing systems, and clearly communicating processes—skills that translate directly to supporting small business owners with their bookkeeping. I also managed a multi-million dollar Department of Education grant at UCSD, further deepening my financial oversight experience.
I hold a B.S. in Marine Biology, an M.A. in Education. My goal is to give you the clarity and confidence you need to grow your business—while I handle the books behind the scenes.
Let’s Work Together
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!