My Journey

Business is a journey

Let’s take the guesswork out of your path— and build a financial foundation you can trust

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.

Roundup Bookkeeping was built for hardworking folks in industries that move fast, carry risk, and require solid financial groundwork — like construction, real estate, and trades industries. Whether you’re managing investment properties, bidding projects, or tracking multi-layered operations, you deserve clean books and reliable support behind the scenes.

Why accounting and bookkeeping? When my former firm closed, I didn’t walk away — I stepped up. I transitioned my clients into my own company because I believed in continuing to serve with integrity, accuracy, and a personal touch. Today, I provide full-service bookkeeping, payroll, reporting, and financial education — and I treat every client’s business like it’s my own.

When I’m not working with numbers, you’ll find me exploring the great outdoors, enjoying a good story, finding a creative project or brainstorming new ways to help my clients grow and thrive.

This isn’t just about bookkeeping. It’s about partnership, clarity, and helping your business succeed for the long haul.


🤝 What I Believe:

  • Numbers should be clear — not confusing.
  • Education is the starting point for smart decisions.
  • Strong service means being in your corner, not just in your books.

Let’s take the guesswork out of your path— and build a financial foundation you can trust.

Rounding up your numbers and Saddling up your skills…. because Business is a journey

Together, Let’s Discover Your Path!

Bookkeeping

Reliable Financial Tracking

Stay on the right path with organized, accurate bookkeeping that keeps your financial journey steady and stress-free.

Payroll

Keepin’ Pay on Track

Ensure every payday runs smooth and steady—guiding your team’s pay down the right trail, on time, every time.

Financial Educator

Empowering Financial Know-How

Equip yourself with the knowledge to navigate your financial journey confidently—one step at a time, with the right guide by your side.

Compliance & Advisory

Trailwise Business Guidance

Navigate the twists and turns of business with seasoned advice and steady compliance support to keep you on the right track.