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About Us
ABOUT US
Headshot Alexa.jpg

Alexa Heter, owner of Heter Accountancy, was born and raised on the Central Coast of California.  She prides herself on having a unique accounting background with over ten years of experience in both the public and private sectors, as well as becoming a manager of both the litigation and tax departments at the public accounting firm she spent the majority of her career at.  She was licensed by the Internal Revenue Service as an Enrolled Agent and formed Heter Accountancy in 2020; creating the firm. Alexa is also certified in Core Forensic Accounting, and a Certified QuickBooks ProAdvisor. 

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Heter Accountancy is an Accounting Firm in San Luis Obispo, CA specializing in accounting and consulting services tailored to meet the needs of business owners, and individuals.  Alexa has a passion for taking her knowledge in the accounting field and applying it to the real life situations her client's face.  She enjoys really getting to know and understand her clients, and helping them succeed! 

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Tags- Bookkeeping Services San Luis Obispo CA Bookkeeper San Luis Obispo, CA Outsourced Bookkeeping Services

Accountant San Luis Obispo, CA  Accounting Services San Luis Obispo, CA Accounting Firm San Luis Obispo, CA

Looking for an accountant in San Luis Obispo, CA? Looking for a tax preparer in San Luis Obispo, CA? Looking for a bookkeeper in San Luis Obispo, CA?  You have come to the right place. 

OUR SERVICES

OUTSOURCED BUSINESS ACCOUNTING SERVICES:
BOOKKEEPING,
BUSINESS CONSULTING & CONTROLLER SERVICES

We specialize in providing accounting services  for your business operations.  Save time, money & ease your mind by outsourcing your accounting! Outsourced Business Accounting Services we assist with include: accounting department training, bookkeeping, consulting, CFO and Controller services, and various other services to help your company achieve it's goals.  We have the ability to provide outsourced business accounting services not only locally here in Santa Luis Obispo, CA but virtually anywhere in the world with our vast knowledge of accounting and business software solutions. Ask us about our flat rate bookkeeping packages! 

TAX
PREPARATION
& PLANNING SERVICES

At Heter Accountancy we take the time to really get to know you and learn the details of your tax situation and/or business through our tax planning and preparation services.  We specialize in individual, small, and medium business returns and have experience in a vast amount of fields including but not limited to: construction, e-commerce, first responders, foreign security contractors, fitness instructors, gym owners, medical practices, professional service providers, real-estate professionals, wedding industry, wine industry, and various other industries...just ask! 

BUSINESS VALUATION & FORENSIC ACCOUNTING   SERVICES

Alexa Heter is certified in Core Forensic Accounting.  She has experience preparing business valuations, cash flow analysis, marital standard of living analysis, tracing assets, and tracing separate property.  Combining experience, knowledge, and skill Heter Accountancy can provide Forensic Accounting support services for consulting purposes, mediation purposes, expert witness work, investigative work, or review work done in various litigation support and investigative accounting settings. 

CLIENT TESTIMONIALS

Testimonials
Contact Us

"Ms. Heter's knowledge and diligence in both business and personal taxes has helped my Wife and I immensely. I have employed numerous firms both in SLO and from outside the area, and Ms. Heter's attention to detail and knowledge by far surpasses any other tax professional I have used."

Aaron Acosta, Owner of Active Solutions Group, Inc. 

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