Award-winning accounting firm · San Luis Obispo, CA

Bookkeeping, controller & tax services for growing businesses

Expert bookkeeping, controller, tax and business consulting from Alexa Heter, a licensed professional with 18 years of accounting experience, named a 2026 Best of the Central Coast Accounting Firm. Your books are kept by the same expert who plans and prepares your taxes, so they're tax-ready all year.

Email us for a free consultation See plans from $500/month
Credentials
Experience18 years
LicensedTax professional
Best of the Central Coast2026 winner
QuickBooksCertified ProAdvisor
Core Forensic AccountingCertificate
Google reviews★ 5.0
  • Bookkeeping · monthly, flat rate
  • Controller & CFO · monthly close, forecasting, budgets
  • Tax · planning and preparation
  • Consulting · business planning and growth
  • Woman-owned · Central Coast native

Services

Pick the level of help your business needs

Most clients start here

Monthly bookkeeping

Flat-rate monthly bookkeeping in QuickBooks Online. Accounts reconciled, bills paid, and reports in your inbox every month. Behind on your books? We do catch-up and cleanup too.

Bookkeeping services →
  • Bank and credit card reconciliation
  • Transaction entry and categorization
  • Bill pay, A/R and A/P on plans from $3,000/month
  • Monthly profit & loss and balance sheet
  • Sales tax reporting and filings
  • Payroll available as an add-on
  • QuickBooks Online subscription discounts
For growing businesses

Outsourced controller & fractional CFO

Controller-level oversight without the payroll cost of a full-time hire: monthly close, fixed assets and depreciation, forecasting, budgets and financial analysis you can make decisions with.

Controller & CFO services →
Starting, fixing or growing

Business advisory & consulting

Starting out, working through a rough patch, or ready to grow? We help owners build business plans, set prices that make money, improve profitability and map out the next stage of growth, using your own numbers.

Business advisory & consulting →
Business & individual

Tax planning & preparation

Business and personal returns and year-round tax planning from a licensed tax professional. Bookkeeping clients get priority, and their returns go faster because we already know the books. We accept a limited number of new tax-only clients each year.

Tax services →
Litigation & valuation

Forensic accounting & business valuation

Business valuations, cash flow and marital standard of living analysis, and asset tracing for mediation, litigation support and expert witness work.

Forensic services →

How it works

From first call to tax-ready books

Step 1

Free consultation

We look at your business, your software and where your books stand today.

Step 2

Cleanup & setup

We catch up any back months and set up QuickBooks the right way.

Step 3

Monthly close

Reconciled books and reports every month, on a flat monthly fee.

Step 4

Year-end & taxes

Your books go straight into your tax return. No scrambling at tax time.

Client results

Real numbers from real clients

Names are kept private. The results are real.

Real estate developer & investor

$1.2M

Off the tax bill in one year

Cost segregation, a deferred gain on a sale and corrected past returns, working together.

Read the case study →

Real estate partnership

$1.7M

Missed depreciation, found during tax prep

Nine years of ownership changes traced, every partner's basis corrected, and the catch-up claimed in one year.

Read the case study →

Growing contractor

$150K → $5M+

From no systems to job costing

Caught up the books, set up job costing and got billing current as the company grew.

Read the case study →

Forensic accounting

2 findings

What the opposing party's books didn't show

An asset buried in cost of goods sold and an account never disclosed to the court, found during a business valuation.

Read the case study →

Property management company

45 properties

From launch to 45 doors in year one

Accounting built from scratch and the team trained on Guesty, Lodgify, Buildium and AppFolio.

Read the case study →

Established contractor

$4M → $9M

Scaling up with books that keep pace

Book reviews and consulting while revenue more than doubled.

Read the case study →

Vacation rental

284 nights

Standing out in a saturated Tahoe market

284 nights booked in year one, then amenities and room for groups of up to 16 when the market saturated.

Read the case study →

New business

~2 months

From business plan to SBA funding to profit

Built the plan, got it approved for SBA funding, and planned the first years. Profitable soon after launch.

Read the case study →

See all case studies →

Your information stays here

We don't send your work overseas

Many accounting firms outsource bookkeeping and tax prep to offshore teams, which means asking you to sign a consent form so your tax information can be sent outside the U.S. We don't. Everything stays in house with our team here in San Luis Obispo. We do the accounting and tax work ourselves. There's no third-party authorization to sign, and your financial information doesn't end up with strangers in another country.

Get started with a free consultation

Pricing

Flat monthly bookkeeping plans

A predictable monthly fee for your bookkeeping. Payroll is available as an add-on to any plan.

Bookkeeping Essentials

$500 /month

Lower volume, up to 2 accounts

  • Monthly reconciliation
  • Monthly transaction entry and categorization
  • Monthly P&L and balance sheet
Get started with a free consultation →

Bookkeeping Plus

$800 /month

Same service, higher volume, 2–4 accounts

  • Monthly reconciliation
  • Monthly transaction entry and categorization
  • Monthly P&L and balance sheet
Get started with a free consultation →

Core CFO

$1,500 /month

For busy or growing businesses

  • Weekly reconciliation and entry
  • Weekly general ledger review
  • Monthly P&L and balance sheet
Get started with a free consultation →

Fully Outsourced CFO

$3,000+ /month

Controller-level, fully outsourced

  • Everything weekly, unlimited transactions
  • Full-service A/R, A/P and bill pay
  • Fixed asset & depreciation reconciliation
  • Forecasting and budgets
  • Advanced reports and analysis
Get started with a free consultation →

Custom Plan

Custom package

We build a package around what your business needs

  • Built around your accounts, volume and schedule
  • A/R, A/P and bill pay managed for you
  • Vendor and customer correspondence from your company email
  • Monthly, quarterly or as-needed options
  • Add payroll, cleanup or controller work as needed
Get started with a free consultation →

Tax preparation and planning, business consulting, and forensic accounting are billed at an hourly rate, separate from these flat-rate bookkeeping plans. Custom plans are available for businesses or individuals that don't fit one of these. QuickBooks Online subscription discounts available.

Industries

Bookkeeping for every kind of business

We work across many industries, with especially deep experience in real estate and construction.

Deep experience

Real estate & rental property accounting

For rental owners, investors, agents and property managers: books by property, depreciation and 1099s. We work with owners who self-manage and with any property manager.

Real estate accounting →
Deep experience

Construction & contractor accounting

For contractors, builders and trades: job costing, subcontractor tracking and 1099s, equipment depreciation and cash flow between draws.

Construction accounting →
Real estate & rentalsProperty managementConstruction & contractorsMedical practicesWine industryWedding industryE-commerceGyms & fitnessProfessional servicesRestaurants & hospitalityRetailFirst respondersSecurity contractors

Don't see your industry? Ask us. If you run a business, we can keep your books, close your month and keep you ready for your tax deadlines.

Where we work

Your local accountant on the Central Coast and in South Lake Tahoe

San Luis Obispo County

Bookkeeper & accountant in San Luis Obispo County

Our home base. Bookkeeping, controller and tax services for businesses in San Luis Obispo, Paso Robles, Atascadero, Templeton, Arroyo Grande, Pismo Beach, Grover Beach, Morro Bay and Los Osos.

San Luis Obispo County services →
Santa Barbara County

Bookkeeper & accountant in Santa Barbara County

Bookkeeping, controller and tax services for businesses in Santa Maria, Orcutt, Lompoc, the Santa Ynez Valley, Santa Barbara, Goleta and Carpinteria.

Santa Barbara County services →
South Lake Tahoe

Bookkeeper & accountant in South Lake Tahoe

Bookkeeping, controller and tax services for South Lake Tahoe businesses, contractors and vacation rental owners. We own rentals on the South Shore ourselves.

South Lake Tahoe services →

Everywhere else: we work with clients across the country online.

Alexa Heter

About

Alexa Heter

Born and raised on the Central Coast, Alexa has eighteen years of accounting experience in both the public and private sectors. She is licensed by the IRS as an Enrolled Agent and founded Heter Accountancy in 2020. She gets to know each client, and her goal is simple: help businesses succeed, whether they're starting out, working through a rough patch, or growing.

Licensed tax professionalQuickBooks ProAdvisorCore Forensic Accounting certificateFeatured on KSBYFeatured on LegalZoom

Already a Heter Accountancy tax client?

Ask about bookkeeping. When we keep your books all year, your taxes go faster and your planning gets better.

Ask about bookkeeping