Heter Accountancy · Business consulting
Business consulting & planning
Advice built on your actual numbers. Alexa Heter, a licensed professional with 18 years of accounting experience, helps owners write business plans, fix what's holding profits back and plan the next stage of growth.
Build it right from day one
- Business plan and startup budget
- Choosing how to set up your books
- Pricing that covers your costs
Find out what's wrong and fix it
- Profitability review
- Cash flow problems
- Cutting costs without cutting corners
Plan the next stage
- Forecasts and budgets
- Hiring and expansion decisions
- Numbers lenders and investors ask for
Someone in your corner
- Regular check-ins on your numbers
- A sounding board for big decisions
- Plain answers, no jargon
What we help with
Consulting that turns your numbers into decisions
Business plans
A written plan with realistic financial projections, for your own roadmap, a lender or a partner.
Pricing & profitability
Find out which products, services or jobs actually make money, and set prices that cover your real costs.
Cash flow planning
See tight months coming before they arrive, and plan for payroll, taxes and big purchases.
Budgets & forecasts
A budget you can track against every month, and a forecast that shows where the business is headed.
Growth decisions
Hiring, a second location, new equipment or a new service line: run the numbers before you commit.
Accounting systems & training
Set up QuickBooks and your processes properly, and train your team to keep them running.
Why Heter Accountancy
"I take the time to get to know each client, and my goal is simple: helping businesses succeed. Whether you're starting out, working through a rough patch, or growing, I'm in your corner."
Alexa Heter · Licensed professional · 18 years of accounting experience · 2026 Best of the Central Coast Accounting Firm
How it works
From first conversation to a plan you can act on
Free consultation
Tell us where the business is and where you want it to go.
Review your numbers
We dig into your books, pricing and cash flow to see what's really happening.
Your plan
Clear recommendations and a written plan, with the numbers behind them.
Follow-through
Check-ins to track progress and adjust as the business changes.
Get started
Let's talk about your business
Your first consultation is free, and we'll talk through what working together looks like.
Prefer email? alexa@heteraccountancy.com
Phone: 805-250-3434
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Case study
From business plan to SBA funding to profit
How we built a new business's plan, got it approved for SBA funding, and helped the owners become profitable within a couple of months of launch.
Questions
Common questions
How is consulting priced?
Your first consultation is free. Consulting is separate from our flat-rate bookkeeping plans, and we'll talk through what to expect before any work begins.
Do I need to be a bookkeeping client?
No. Consulting is available on its own. Bookkeeping clients get the added benefit that we already know their numbers.
Can you help me write a business plan for a loan?
Yes. We prepare business plans with financial projections that lenders and partners expect to see.
Do you work with businesses outside San Luis Obispo?
Yes. We work with businesses across San Luis Obispo County, Santa Barbara County and South Lake Tahoe, and with clients elsewhere online.