Explore…

My Journey

Howdy — I’m Heather, founder of Roundup Bookkeeping & Financial Academy. With more than 25 years of experience in accounting, operations, and financial strategy, I’ve helped business owners get clarity, confidence, and control over their numbers.

Read more about My Journey

Our Services

Your Journey & Our Offer

At Roundup Bookkeeping & Financial Academy, we walk alongside business owners, and professionals on their financial journey—offering trusted support and rugged know-how every step of the way. Whether you’re navigating day-to-day bookkeeping or looking ahead to your financial horizon, we’ve got your back.

Reliable Financial Tracking

Bookkeeping Services
Keep your records accurate and up to date with clear, organized bookkeeping. From reconciliations to reports, we make sure your financial trail is smooth and easy to follow.

Keepin’ Pay on Track

Payroll Services
Timely, accurate payroll for you and your crew—so you can ride steady knowing your people are paid right, on time, and by the book.

Financial Consulting

Compliance & Advisory Services
Whether you’re unsure about regulations, need help making decisions, or just want a second set of eyes—we’re here to steer you right with sound, strategic advice.

Empowering Financial Know-How

Financial Education & Training
Build your confidence in managing money and understanding financial reports. We offer workshops, one-on-one coaching, and personalized guidance to help you take the reins.

Forcasting & Reporting

CFO-Level Insight Without the Overhead
Gain a clear view of your financial future. We provide custom reports, budgeting, and forecasting so you can lead your business down the trail with confidence.

Ridin’ With a Plan

Personal & Business Budgeting
Saddle up with a clear budget that helps you make smart money moves—whether you’re planning for home, business, or both. We’ll help map your income and expenses so you stay on course and avoid rough terrain.

Ready to Hit the Trail, Schedule a Consult Today!

Ready to hit the trail together?
Let’s get your business on the right track—with dependable support and financial guidance you can count on.

Let’s Connect

1020+

Active Users

1980+

Support Done

2020+

Call Receive

3200+

Happy Clients

FAQ

Frequently Asked Questions

Cras non dolor. Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Curabitur suscipit suscipit tellus. Phasellus tempus. Aenean imperdiet.

What bookkeeping services do you offer?

We provide comprehensive bookkeeping services including transaction recording, bank reconciliations, accounts payable and receivable management, financial statement preparation, and monthly reporting to keep your business’s finances organized and up to date.

How do you handle payroll processing?

Our payroll services cover everything from employee pay calculation and tax withholding to timely payroll tax filings and direct deposit management, ensuring your team is paid accurately and on time while staying compliant with all regulations.

Can you help me understand my business finances better?

Absolutely! We offer financial education tailored to your business needs, including training on reading financial statements, budgeting basics, cash flow management, and tools to help you make informed financial decisions.

What kind of advisory services do you provide?

Our advisory services include financial planning, cash flow analysis, and advice on improving profitability and efficiency—helping you build a stronger, more resilient business.

How do you assist with budgeting for my home & business?

We work with you to create realistic, actionable budgets based on your income, expenses, and goals. Our ongoing support includes tracking budget performance and making adjustments as needed to keep your finances on track.

You have Questions..

We have Answers

The Journey Continues….

Welcome to Your Business Journey

Every business has a story — and every story includes financial milestones, challenges, and opportunities. Whether you’re launching your first venture or scaling an established company, managing your finances well is one of the most important steps on your journey to success.

This blog is designed to guide you through the financial side of your business journey. From setting up your bookkeeping and payroll systems to mastering budgeting and making smart financial decisions, we’re here to provide the tools and insights you need at every stage.

Think of this space as your financial compass, helping you navigate the twists and turns of entrepreneurship with confidence. We’ll share practical advice, educational resources, and expert tips to help you build a solid foundation, overcome obstacles, and grow your business sustainably.

No matter where you are in your business journey, we’re here to help you make sense of your numbers, plan for the future, and celebrate every financial win along the way.

Let’s take the next step forward — together.