Heritage Business Services

Helping Build Your Business Legacy

I help solo-preneurs and small business owners build their business legacy.  

Allow me to get straight to the point:

I can teach YOU to do your own bookkeeping.  Or I can do it for you.  And FreshBooks is my specialty.  

You pour your heart and soul into your business.  By letting me help you establish and maintain a solid financial foundation, I can assist you in being a good steward of your time, talents, and resources. 

I offer services from one-on-one teaching, a weekly “office hours” community for people who DIY their books, all the way up to completely outsourcing your bookkeeping tasks.

While I take the lead on your bookkeeping, you can be laser focused on your business goals:  Serving your customers and growing your business.  Together we can then apply your business financial data to propel your business into increased profitability. 

I serve and consult with clients all over the country by utilizing cloud-based FreshBooks bookkeeping and collaborative software.