Helping Your Business Grow from the Inside Out
Every strong tree depends on its heartwood - the mature, dependable core that quietly supports growth year after year.
At Heartwood Accounting, we help build that same strong financial core for your business.
Personalized Services Rooted in Trust
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Quickbooks account set up • Customized chart of accounts • Stress-free Quickbooks clean up • Quarterly review & clean up options
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Client Account Services • Full-cycle bookkeeping (including transaction recording, AP/AR, bank & credit card reconciliations, receipt/document organization, income & expense tracking, loan & liability reconciliation) • Ongoing support
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Financial statement preparation • Cash-flow visibility • Profitability insights • Customized reporting • Sales Tax tracking & reporting • Year-end books prepared and organized for your tax professional
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Payroll setup and processing • Tax reporting • Reconciliations • Employee/contractor reporting • W2/1099 Year-end support
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Financial reviews • Cash flow planning • Budgeting & forecasting • Profitability analysis • KPI tracking • Scenario planning • Strategic financial guidance
Like the heartwood at the center of a tree, strong financials provide stability for everything that grows around them.
At Heartwood Accounting, we pair reliable accounting with personal service to create a dependable financial foundation so you can focus on growing what you’ve built. We take the time to truly know you, your business, and your goals, because genuine relationships are at the heart of everything we do.
Heartwood Accounting is proudly rooted in beautiful Windsor, Colorado, serving small businesses across the United States. As a family‑run business, we’re built Strong at the Core with integrity, stewardship, dependability, and a genuine commitment to helping others with both expertise and a whole lot of heart.
The name Heartwood felt like a natural fit. Heartwood is the strong, lasting center of a tree-the part that gives it strength and support as it grows. That’s exactly what we want Heartwood Accounting to be for our clients: a steady dependable foundation they can rely on through every season of business. With almost 30 years of experience in accounting, finance, and operations, including nearly a decade serving clients, we’ve grown into a team that blends expertise with genuine personal attention. As we continue to grow, we’re welcoming the next generation of “branches” to strengthen our roots and serve our clients even better.
Personal connection is at the heart of how we work. Technology helps us stay efficient, but real people are behind your books, your questions, and the decisions that matter. You won’t get a one-size-fits-all package or feel like just another number. You’ll have a trusted partner who knows your business, understands your goals, and helps keep the financial side of things steady as your business grows and changes.
We recognize the trust you place in us when you hand over your books, and we treat your finances with the same care and responsibility we’d want for our own. Combining the personal attention of a family business with decades of financial experience, we’re here to be a dedicated team you can know, trust, and depend on.
About us
Ready to Plant a Seed?
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Client Reviews
“Sarah is a breath of fresh air, willing to take on any challenge specific to our business, tasks that perhaps an accountant would not normally handle. She also is willing to do the day-to-day dirty work - contact state unemployment, manage federal and state grant reporting, track down what appears to be overcharges by various vendors, etc. We depend on her daily, and feel very lucky to have found her. ”
— Wendy Mosher, New West Genetics, Inc“I’ve worked with Sarah for over 15 years. Her accounting skills are exceptional, reflected in Optibrand receiving a clean annual audit from our external auditor every year. Sarah’s role grew from accounting to head of operations, demonstrating her initiative, willingness to take on new challenges, and desire to perform well in those areas. Beyond her professional skills, Sarah is personable, trustworthy, and genuinely enjoyable to work with. I would highly recommend her services.”
— Joe Ritter, Optibrand, Ltd., LLC“My company has relied upon and trusted Sarah for years. From providing accurate and timely financials, to sharing valuable insights and custom reporting to help me make important decisions, Sarah has been a critical and trusted partner. Her professionalism and expertise are unmatched. I strongly recommend Heartwood Accounting to any businessowner."
— Jeremy Pourbaix, Franchise Flippers“Sarah at Heartwood Accounting has been an absolute game-changer for our business over the past 5 years. She's hardworking, honest, and an incredible problem-solver - the kind of partner every business owner hopes to find. Sarah brings a level of care and expertise that's hard to match, and working with her has been a genuine pleasure from day one. If you want your business to thrive, Heartwood Accounting and Sarah are the team to call - hands down the best in the business!”
— Mike & Rebecca Schulz, Weed Man