Heritage Bookkeeping LLC
Heritage Bookkeeping LLC

Heritage Bookkeeping LLC

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Introduction: - Dedicating my experience to Home Service-Based Businesses. Plumbers, Electricians, Pest Control, Landscapers, Contractors, Painters, etc. as well as Realtors/Brokers. - My name is Judy Wink. I left the workforce as a Financial Executive for over 20 years to bring my extensive experience to clients of my own. To help small business owners easily prioritize their financial health with a trusted advisor by their side. With my services, clients benefit not only from my finance background, but aspects of business management as well. Offering my clients a reliable partner in this very integral part of their business, their bookkeeping. I operate my business in the digital realm as a bookkeeping professional. Gone are the days of dropping off a grocery bag of receipts! This type of Bookkeeping allows for the collection, creation, and transfer of financial information into an electronic "digital" format instead of using papers. As a problems solver, any aspect of this type of transition is able to be ironed out. I'll work to make the relationship with my clients easy on you while providing tools, insight or processes to successfully provide superior service. I spent the better part of the last decade working in the Wine Industry in the Napa Valley with some very strong personalities! Most meetings included A LOT of opinions about procedure, process and structure. I learned early on to apply my expertise and offer my guidance and then allow for ownership to be the final decision maker. I will be the bookkeeper you need me to be. Some of you may need all of my skills and some of you just need me to crunch numbers and provide reports. At the end of the day, I just want to be helpful and provide a superior service. Credentials and Affiliations: * Quickbooks Certified ProAdvisor Advanced Online * Digital Bookkeeper Association Member * Associate Digital Bookkeeper Certified You go on about your work in your business and leave the finances to me. I look forward to watching you build your empire!
Overview

Serves Middletown, CA

Background checked

1 employee

2 years in business

Payment methods

This pro accepts payments via Check, Credit card, PayPal, Venmo, and Zelle.

Social media

Facebook

Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

5.0

1 review

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pro avatar
Dale H.
Mar 1, 2023
Judy with Heritage Bookkeeping has been an absolute blessing for my company. She is very attentive to my books and answers any questions that come up in simple terms for me to understand. I would recommend Heritage Bookkeeping to anyone!
Credentials
Background Check

Judy Wink

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