Grateful for the chance to provide great service to AWESOME business owners who are on a mission to leave a legacy!
"Working with Kate has been so helpful. I wish I would have worked with her a year ago to help with bookkeeping & understanding FreshBooks! She is very knowledgeable, easy to talk to, motivated to help your business succeed! I feel like a weight has been lifted off my shoulders with her help! Looking forward to working with her more in the future with my bookkeeping needs.
Cori M.
Chic Designs
Kate has been an awesome asset to our small business. Her knowledge of book keeping has really been beneficial to us as we’ve navigated through our first few years of business. She is excellent at providing solutions, options, or advice with OUR best interest in mind. She is readily available and is always quick to respond. Her efforts decrease our stress and overall workload tremendously! Highly recommend working with her!
Cory Bridger
C.C.B. Soccer
"Kate has been awesome to work with. She has helped us out on mulitple projects and has exceeded our deadlines every time. Very professional and detail oriented."
Chris Aborqui
Light The Way Business Services
"Overall, the service from Heritage was outstanding! Kate listened to my concerns about not fully understanding proper bookkeeping practices. She taught me the pros and cons of tackling it myself when first starting out, walked me through reconciling my own accounts, and then shared how using a bookkeeping service as the business continues to grow will be essential in making informed decisions and continuing to scale."
Chris Lane
Chris Lane Video
"I had a consult with Kate to get help with some business planning and she was fantastic! Very easy to schedule and talk with; she listened attentively and quickly grasped my vision and was able to follow up with good questions, advice, connections to other resources, and awareness of her own areas of expertise and where others could be more helpful. Definitely recommend!"
Jimmy Brock
Resurrection Community Church
"Kate was a great help to me with some basic questions I had about bookkeeping for my new business. She answered my questions promptly and thoroughly, steering me in the right direction and giving me a sense of confidence. She offered additional support later in the process and cued me to when I might need that support. I will definitely recommend her services to new and experienced business owners in the future."
Meagan Raferty
Edjacent
"Kate was incredibly insightful. From day 1 her willingness to help, provide assistance and coordinate for a larger project was amazing. She specifically cultivated a training seminar for my small business mastermind experience. Her preparation, interaction and teachings were relevant, resourceful and even refreshing. She had incredible energy and a sense of openness with her information in order to simply help and promote beneficial processes and ultimately individual success. Her passion for people is evident, numbers are just her methodology and gifting for serving others."
Tamra Andress
Fit In Faith