Our Services

Bookkeeping That Helps You Stay Organized, Informed & Ready for
What's Next

Running a business is enough work without trying to figure out your books alone. Heritage Bookkeeping Solutions provides practical bookkeeping support designed to help small-business owners keep their financial records organized, understand their numbers, and stay on track throughout the year.

Bookkeeping Basics

  • Transaction entry and categorization

  • Bank account reconciliation

  • Credit card reconciliation

  • Monthly financial reports

  • Balance Sheet

    Starting at $250/month

    Final pricing is based on transaction volume, number of accounts, and business needs.

Full Service Bookkeeping

  • Everything in Bookkeeping Basics

  • Accounts Receivable & Payable

  • Journal entries

  • Monthly Balance Sheets

  • Monthly Profit & Loss reports

  • Monthly account reconciliation

  • More detailed financial reporting and review


    Starting at $350/month

    Final pricing is based on transaction volume, number of accounts, and the level of service required.

Catch-Up Bookkeeping

  • Recording missing transactions

  • Categorizing income and expenses

  • Bank & credit card reconciliation

  • Reviewing missing financial activity

  • Bringing prior months up to date

  • Generating updated financial reports


    Starting at $200 per month of backlog

    Catch-up projects are quoted individually based on the number of months behind, transaction volume, number of accounts, and condition of the books.

BOOKKEEPING CLEANUP



Messy Books?
Let's Get Them Back in Order.

Cleanup Bookkeeping is designed for businesses whose books contain errors, inconsistencies, or transactions that have been incorrectly recorded. We'll review your books to identify areas that need correction and work toward creating an accurate, organized financial record.

Cleanup may include:

  • Correcting miscategorized transactions

  • Identifying duplicate transactions

  • Reconciling accounts

  • Reviewing unreconciled transactions

  • Correcting bookkeeping errors

  • Reviewing account balances

  • Organizing the Chart of Accounts

  • Reviewing previously recorded transactions

Starting at $500

Cleanup projects require an initial review before a final price can be determined.

📈 FINANCIAL REPORTING

Know Your Numbers

Accurate bookkeeping isn't just about recording transactions. It's about helping you understand what's happening in your business.

Depending on your package, Heritage can provide financial reports such as:

  • Profit & Loss Statement

  • Balance Sheet

  • Income & Expense Reports

  • Account Reconciliation Reports

These reports can help you better understand your business's financial position and make informed decisions.

TAX-READY BOOKKEEPING

Make Tax Time Less Stressful

Good bookkeeping throughout the year can make it much easier to prepare your financial information when tax time arrives.

Heritage helps you maintain organized records of your business income and expenses so your books are better prepared for year-end review and tax preparation.

We organize the books. Your tax professional uses those records to prepare your return.

Tax preparation is not currently included in our bookkeeping services.

We Love Quickbooks!

At Heritage Bookkeeping Solutions, QuickBooks is our bookkeeping platform of choice.

We love QuickBooks because it provides the tools we need to organize transactions, reconcile accounts, track income and expenses, and generate meaningful financial reports. Its user-friendly platform makes it easier for us to keep your books organized and give you a clearer picture of your business finances.