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Heritage Accounting Services LLC profile image
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Heritage Accounting Services LLC

Heritage Accounting Services prepares financial statements or performs other accounting tasks to properly manage a business which can include staff training and education, if desired, to those companies who are not large enough to have finance professionals on staff. As an employee of small businesses during my career as well as the current owner of one, the reason someone should hire this firm is because I will work with your business as if it were my own.

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What do you love most about your job?

I enjoy taking raw data and turning it into a useful document which provides a business snapshot. I find it more gratifying to speak one-on-one with other business owners using my experience to help them be successful. I particularly enjoy working with new or recently opened businesses so that I can use my experience assisting them begin with a suitable accounting and company structure.

What inspired you to start your own business?

I felt there was a need for first-time business owners to be able to hire someone who has the experience with starting new companies and to be able to have someone who can be objective with their recommendations being in the clients' best interest. I can work with and help more people as a business owner as opposed to working exclusively for one company.

Why should our clients choose you?

There are a lot of companies who want to sell their products or services but not all of them have the best interest of their customers. When potential customers are deciding whether or not to choose my firm, one factor they can count on is that I will always treat their businesses using the recommendations suggested as if they were mine.

Can you provide your services online or remotely? If so, please add details.

Heritage Accounting Services, LLC has the ability to provide financial services requested in whatever manner our clients choose. If a client is a great distance away from our firm, information can be sent electronically using passwords as the situation requires.
However, I feel it is important for myself and the client to meet in person occasionally due to the important nature of the services provided so that time can be allocated for discussion or to focus on answering any questions the client may have.

What changes have you made to keep your customers safe from Covid-19?

Heritage Accounting Services, LLC can work on a remote basis, if a client requests such an arrangement, for whatever reason. As mentioned above, there are ways in which information can be protected during electronic transfer.

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