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Heter Accountancy is an accounting firm based in San Luis Obispo, California, founded by Alexa Heter, a seasoned accounting professional with over ten years of experience. We specialize in providing personalized accounting and consulting services tailored to meet the unique needs of business owners and individuals.

Our Passion and Expertise

Our team's passion lies in helping clients achieve financial success and overcome accounting challenges. We leverage our extensive knowledge and skills to provide comprehensive solutions that empower our clients to make informed financial decisions.

What Sets Us Apart

What sets us apart is our commitment to building strong relationships with our clients. We take the time to understand your individual needs, goals, and financial situation in order to tailor our services to your specific requirements. We also prioritize open communication and transparency throughout the process, ensuring you are always aware of your financial situation and any decisions being made.

Our Services

We offer a comprehensive range of accounting and consulting services, including:

**Outsourced Business Accounting Services

  • Accounting department training and implementation
  • Bookkeeping
  • Business consulting and CFO/Controller services
  • Various accounting and consulting services to maximize profitability and efficiency

Tax Planning & Preparation Services

  • Individual, small, and medium business tax returns
  • Extensive experience in industries such as construction, e-commerce, and healthcare

Business Valuation & Forensic Accounting Services

  • Business valuations
  • Cash flow analysis
  • Marital standard of living analysis
  • Asset tracing and fraud investigation

Our Commitment to Client Success

We believe in building strong, long-lasting relationships with our clients. Our team is dedicated to providing exceptional customer service and ensuring your complete satisfaction. We are committed to:

  • Integrity and Confidentiality: We uphold the highest ethical standards and safeguard your sensitive financial information.
  • Communication and Transparency: We provide regular updates and clear explanations throughout the process.
  • Professional Expertise: We leverage our extensive experience and knowledge to deliver optimal solutions.
  • Client-Focused Approach: We prioritize understanding your unique needs and goals to achieve successful outcomes.

Let's Talk

If you need reliable and personalized accounting and consulting services, reach out to Heter Accountancy today. We are confident that we can help you achieve your financial and business goals.

Reviews
Positive: The majority of the reviewers praised Alexa Heter for her exceptional service, professionalism, and expertise in handling their accounting and tax needs.

Exceptional Service

The majority of the reviewers praised Alexa Heter for her exceptional service, professionalism, and expertise in handling their accounting and tax needs. They commended her for being knowledgeable, organized, and prompt in her responses. Several reviewers mentioned that she made the tax preparation process easy and stress-free, even for those who are unfamiliar with the process.

Personalized Attention

Reviewers appreciated Alexa's personalized attention and willingness to accommodate their individual needs. Many mentioned that she took the time to answer their questions, explained complex tax concepts in a clear manner, and went above and beyond to ensure their tax returns were accurate and up-to-date.

Highly Recommended

The reviewers unanimously recommended Alexa Heter for her exceptional services. Many praised her for being "the absolute best, " "amazing, " and "professional" in her approach.

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