Who is Heritage Bookkeeping?
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.
I live in a small town in northern California surrounded by much of my family. I am the proud mother of an extraordinary Son who owns his own successful pest control business. He, his wife and our two grand-children are our source of JOY!
I grew up watching how hard my parents worked. My father owned his own Tire Service business and my mother was his Bookkeeper. I've always known I wanted to have my own business but it took some time to build up my confidence to leave the "workforce" and do what I love full time. Work with numbers and help as many people as I can to improve upon their financial health and spend more time doing those things they love. Let's get to work!
Coming soon - real testimonials
I'm excited to share testimonials. Stay tuned
Bookkeeper - Trusted Advisor
People look for a “bookkeeper” for very different reasons. You may have a simple set of needs dealing with the daily grind of the accounting details of your company, or you may be a business owner looking to expand and need advice, financials and more professional bookkeeping. Bookkeepers too have very different skill sets and some are educated and capable of additional assistance in understanding how to read your financials, what they mean and how to strengthen your financial health. Then there are those that can become a Trusted Advisor. Fulfilling all the needs in accounting, bookkeeping, reporting, and consulting.
It’s important the person you hire alleviates your pain points in the bookkeeping space. But the right person will learn about your business, and find ways to help that you don’t even know you need! With the knowledge and expertise to manage your finances effectively and minimize the risk of costly mistakes. Provide informed financial decisions and help to improve upon business operations.
During my over 20 years in Business Management and as a Controller, I gained experience in everything from employee management, hiring, payroll, policy writing to financial reporting, planning and development, identifying inefficiencies, and implementing new platforms. This extensive experience makes my skill set much more meaningful to my clients. Working to effectively and efficiently “do” your books, but also to actively review, interpret, analyze and advise on your financials. Assist with business planning, consult on business challenges, and answer the call when you need advice.
New(ish) Business Owner - Let's Be Real, you need Me!
You didn't start your business because you LOVE to balance your check book or categorize your Home Depot purchase. You don't know the first thing about debits and credits and you don't care! If you don't know what you are doing, it also means hours of extra work and a load of additional concern. You are an expert in your trade/field and that is the work that pays you and takes care of your family. I am an expert in my field and built a business to take on those pain in the butt financial tasks for your business because bookkeeping is fun for me. #numberdork
I have been doing this for a long time and also have family who own(ed) service-based trade businesses. I know how hard you all work and the sacrifices it takes to build your own business. You work weekends, nights, when the work is there, you are working. The goal here is for me to take on all the financial duties, clean up or create your books and help you gain more control of your cash flow and literal TIME back in your day. Time to spend with family, on hobbies, relaxing with a book, go camping, whatever brings you joy.
I would love the opportunity to help set up your books and get your business organized for success. Reach out and let's get started crafting our plan.
Ideal Clients - Services
Ideal Clients
Ideal Clients
Ideal Clients
- Home Service-Based Businesses The Trades : Electricians, Plumbers, Landscaping, Construction, Painting , Pest Control, etc.
- New Business setup!
- New Businesses behind in their bookkeeping - catch up work
- Most service industry small businesses
Typical Services Provided
Ideal Clients
Ideal Clients
- Quickbooks Online
- Chart of Accounts: Professional organization and categorization
- Transactions: collect, organize, record and categorize
- Statement Reconciliations
- Journal Entries
- Financial Statements: build, review and interpret
- Year-end financials and tax documents to provide to tax preparer
Additional Services
Ideal Clients
Additional Services
- Build New Businesses Accounting Profile from the ground up.
- Budgeting
- Forecasting
- Clean up / Catch up : gather data on prior mo/yrs of activity and update
- Consulting & Referrals
- Advising: Analyze, research and advise to support growth and goals of ownership
Why Bookkeeping is Vital
Bookkeeping services is a must-have service for any business. The IRS requires that all businesses have properly maintained books that include all gross income receipts, purchases, expenses, assets, gifts, entertainment, and other expenditures. The bookkeeping and the reports generated are vital for ease at end of year tax preparation and filing. Having organized and maintained books makes tax time so much easier!
Proper bookkeeping gives companies a reliable measure of their performance. It also provides information to make general strategic decisions and a benchmark for its revenue and income goals. In short, once a business is up and running, spending extra time and money on maintaining proper records is critical.
Many small companies can't actually hire full-time accountants to work for them because of the cost. Instead, small companies generally hire a bookkeeper or outsource the job to a professional firm. One important thing to note here is that many people who intend to start a new business sometimes overlook the importance of matters such as keeping records of every penny spent. This can have adverse effects on the business and be expensive to correct whether that means having a bookkeeper process months of catch up bookkeeping or potential penalties for missed tax payments.
Make the right decision for yourself and your business today. Hit the contact me button and either email or call me so I can help!
