Business Details
6 Years
experience
Trusted Accounting Services in San Luis Obispo, CA
Heter Accountancy was founded in 2020 by Alexa Heter, a licensed Enrolled Agent with over thirteen years of experience in public and private sector accounting. Our firm specializes in providing tailored accounting solutions for businesses and individuals, including bookkeeping, CFO and controller services, tax preparation, and forensic accounting. Alexa's expertise extends to diverse industries such as construction, e-commerce, healthcare, real estate, and the wine industry. Certified in Core Forensic Accounting and as a QuickBooks ProAdvisor, we combine technical proficiency with personalized service to help clients achieve financial clarity. Our services are available locally in San Luis Obispo, CA, and virtually worldwide through advanced accounting software solutions.We offer flexible pricing models, including flat-rate bookkeeping packages and customized hourly services, to meet varying client needs. Our proven track record demonstrates a commitment to improving business financial outcomes while reducing administrative burdens. By treating each client's business as our own, we enable entrepreneurs to focus on strategic growth while we manage financial complexities. Our dedication to transparency, industry-specific knowledge, and client education forms the foundation of our service philosophy. This approach has earned us strong client testimonials highlighting our professionalism, expertise, and exceptional service delivery.
Services
Bookkeeping
Tax Preparation
Forensic Accounting
CFO Services
Controller Services
Details
- Year established: 2020
Highlights and features
- Certified professionals with 13+ years in public/private sector accounting
- Specialized expertise in construction, healthcare, real estate, and e-commerce industries
- Flat-rate bookkeeping packages with transparent pricing options
- Virtual services available globally using advanced accounting software
- Proven track record improving client business financial outcomes
Associations and certifications
- Enrolled Agent (IRS)
- QuickBooks ProAdvisor
- Core Forensic Accounting Certification
What people say
Amazing job
Professional
Makes everything easy
Can't recommend enough
Stays on top
Services
Bookkeeping
Our comprehensive bookkeeping services manage daily financial transactions, including account reconciliation, bill pay, and financial reporting. We handle up to four accounts with monthly transaction entry and accounts payable/receivable management. Clients receive regular profit & loss statements and balance sheet reports to maintain financial clarity while focusing on business growth.
Tax Preparation
Specializing in individual and business tax returns across diverse industries, we offer year-round tax planning and preparation. Our expertise covers complex scenarios in construction, e-commerce, healthcare, and real estate. We help clients optimize tax positions through proactive planning and ensure compliance with federal/state regulations while identifying potential savings opportunities.
Forensic Accounting
Certified forensic accounting services include business valuations, cash flow analysis, and asset tracing for litigation support. We provide expert witness testimony and marital standard of living analysis. Our services assist in mediation, investigative accounting, and reviewing financial records for legal proceedings with precision and professional integrity.
CFO Services
Our CFO packages offer strategic financial leadership with weekly transaction entry, general ledger reviews, and advanced financial reporting. Services include income forecasting, budget preparation, and unlimited transaction processing. Businesses receive comprehensive financial analysis and strategic guidance to support growth decisions and long-term financial planning initiatives.
Controller Services
Full controller-level support includes monthly financial statement preparation, fixed asset management, and weekly accounts reconciliation. We handle payroll processing, advanced reporting, and operational accounting functions. This service provides businesses with complete accounting department outsourcing, including strategic financial oversight and day-to-day accounting operations management.
People
Alexa Heter
Owner/Founder
Licensed Enrolled Agent with 13+ years in public/private accounting, certified in forensic accounting and QuickBooks. Founded Heter Accountancy in 2020 after managing litigation and tax departments at a public firm. Specializes in business financial improvement and industry-specific accounting solutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, CFO/controller services, tax preparation, and forensic accounting. Our packages range from basic monthly reconciliation to fully outsourced financial management with customized options available.
Do you work with businesses outside San Luis Obispo?
Yes, while based in San Luis Obispo, we serve clients throughout Santa Barbara and Monterey counties, plus offer virtual accounting services globally using remote software solutions.
What industries do you specialize in?
We have expertise in construction, e-commerce, healthcare, real estate, fitness, professional services, and the wine industry, with experience handling complex financial scenarios across multiple sectors.
Are your accounting fees fixed or hourly?
We offer both fixed-fee packages starting at $500/month and hourly rates. Custom plans are available to match specific business accounting needs and operational complexity.
What certifications do your accountants hold?
Our founder is an IRS-licensed Enrolled Agent, Certified QuickBooks ProAdvisor, and holds Core Forensic Accounting certification with 13+ years of professional accounting experience.
