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HERITAGE LEDGERS

YOUR TRUSTED BOOKKEEPING RESOURCE

Let us help you maintain your books of accounts; giving you time to manage and grow your business.

  • Reliable, timely, and accurate financial information - always available online.

  • Actively track cashflows, receivables, payables, and a host of other financial data.  

  • Lower costs; no full-time accounting staff needed.

  • No reliance on single or key person.

  • Lower investment in hardware/software and it's maintenance/updates.

  • Focused professional service and advice.

OUR SERVICES

STEPS TO OUR PARTNERSHIP

We sign a Service & Confidentiality Agreement and proceed with the following:

  • Configure cloud-based online accounting software for your business.

  • Prepare chart of accounts in line with management reporting requirements.

  • Set up vendor and customer accounts containing contact details and addresses.

  • Set up parameters (applicable taxes, due dates, etc.) for purchase orders, sale invoices, and other memos.

  • Integrate software with bank statements, cashbook, vendors, customers, and point-of-sale apps .

  • Construct dashboard for snapshot of business data.

  • Commence daily bookkeeping services.

  • Cloud-based bookkeeping on QuickBooks & Xero.

TESTIMONIALS

JUSTWHITESHIRTS (JWS)

I have found the team at Heritage Ledgers proactive and knowledgeable in maintaining the books of account of JWS on QuickBooks. They were able to integrate bank statements, points of sale, and other online apps with QuickBooks and that has helped us save time and efforts during this transition. We now have up-to-date, cloud-based MIS giving us current position of receivables and payable.
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