Heartwood Bookkeeping, LLC

Q: How can I contact Heartwood Bookkeeping?

Email info@heartwoodbookkeeping.com or call (503) 937-7305. You can also use the contact form on their website.

Keeping your books…so they don’t get away.

Bookkeeping service in Portland, OR (show on map)

5.0

★★★★★

3 reviews

A Portland-based bookkeeping firm offering basic, intermediate, and advanced bookkeeping, payroll, and financial reporting services.

Call (503) 937-7305

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About

Heartwood Bookkeeping began as a typical bookkeeping firm but evolved to act as a strategic partner integrated into clients' teams. They offer tiered services from basic oversight to full transaction entry, reconciliation, payroll, and financial reporting.

Their philosophy centers on getting the right people on the bus and ensuring everyone is in the right seat, supporting businesses across industries including construction, non-profits, startups, professional services, retail, high-net-worth individuals, and aviation.

Tiered service model (Basic/Intermediate/Advanced) to match business maturity

Strategic partner philosophy — getting the right people on the bus

Integration with trusted payroll providers like Gusto

Personalized support tailored to each client's needs

Full AP/AR and financial reporting packages including custom management reports

Services

Basic Bookkeeping Service

Trusted advisor, training partner, and risk management oversight for your existing accounting staff.

Training partner Risk management oversight Advisory support

Intermediate Bookkeeping Service

Advanced services including accounts payable and receivable, cash flow management, managed payroll, 1099 and personal property tax filings.

Accounts payable Accounts receivable Cash flow management Managed payroll 1099 filings Personal property tax filings

Advanced Bookkeeping Service

Full transaction entry/import, bank and credit card reconciliations, month-end close, financial review, accruals, and adjusting entries.

Transaction entry/import Bank reconciliation Credit card reconciliation Month-end close Financial review Accruals Adjusting entries

Core Bookkeeping

Tailored basic bookkeeping functions including transaction recording, reconciliations, and monthly financial review.

Transaction entry/import from banks and credit cards Bank and credit card reconciliation Notes payable and benefit liability reconciliation Monthly financial review Monthly accruals Expensing of prepaids

AP/AR and Financial Reporting

Manage accounts payable and receivable, invoice generation, bill payment, aging reports, cash flow, and budget analysis.

Invoice generation and tracking Bill payment management Aging reports Cash flow management Budget vs. actual analysis Monthly custom management report packages

Payroll Services

Payroll setup, processing, tax withholding, benefits management, and year-end W-2/1099 preparation via Gusto integration.

Payroll setup and processing Gusto integration Tax withholding and filing Employee benefits and deductions management Year-end W-2 and 1099 preparation Direct deposit and pay options

Reviews

Rating

★★★★★

Reviews

"I've been overwhelmed with doing my own books for years;"

Frequently Asked Questions

What industries does Heartwood Bookkeeping serve? +

Construction/Contractors, Non-Profit, Start-ups, Professional Services, Retail, High-net-worth Individuals, and Aviation/Pilots.

What bookkeeping tiers does Heartwood offer? +

Basic (advisory and oversight), Intermediate (AP/AR, payroll, tax filings), and Advanced (full transaction entry, reconciliation, month-end close, accruals, and adjusting entries).

Does Heartwood handle payroll services? +

Yes, Heartwood offers payroll setup, processing, tax withholding, benefits management, and year-end W-2/1099 preparation, often integrating with Gusto.

What is Heartwood's philosophy about client teams? +

They follow Jim Collins' 'first who, then what' philosophy — gathering the right people on the bus and ensuring everyone is in the right seat to serve clients' goals.

Does Heartwood help with tax professionals and compliance? +

Yes, they can connect clients with tax professionals, provide compliance help, and assist with strategic tax planning.

Where is Heartwood Bookkeeping located? +

5319 SW Westgate Dr, Ste 244, Portland, OR 97221.

How can I contact Heartwood Bookkeeping? +

Email [email protected] or call (503) 937-7305. You can also use the contact form on their website.

Does Heartwood offer financial reporting and analysis? +

Yes, they provide monthly custom management report packages, budget vs. actual analysis, cash flow management, and aging reports.