Matthew Reif and the team at Heritage Analysis & Innovation have been instrumental in the organization of our small business’ financial data. At the beginning of 2023 it became clear that our books were in complete disarray due to our previous bookkeeper’s constant turnover and lack of communication. Overwhelmed and unable to file our taxes we sought help from Matt. At our first meeting things felt different and we were very confident in his plan of action. Matt and his team knew what needed to be done and they followed through. This year we are organized and filing early. Working with the Heritage team you can expect great communication, prompt application of financial data and a wealth of business knowledge. It’s been a pleasure working with them!

Matthew over at Heritage Analysis is one of the best in his industry for construction Bookkeeping. He keeps my books well in line & always provides monthly reports on where we can improve & what we can do differently. Unlike other Bookkeeping companies he keeps a personal relationship with his clients, I wouldn’t recommend anyone else than his team!

Heritage has made a huge impact on our business. We have been at a point where we did not have the right financials to hire a full-time office person and they have been the perfect help for our business. As we get closer to hiring an office person now, we plan on, still keeping them by our side because the service is great, and a very good price.

Matt is the man, helped us identify an underlying issue with our books! Great at what he does!

Matt and his team at Heritage have been fantastic and a trusted partner for my business.

Matt and team at Heritage are amazing! They have been such a lifesaver. Hired them based on a recommendation from someone who is in my industry (construction) and they completely rescued our organization from the bookkeeping disaster we had. Fixed my 2023 books fully, and then have gotten 2024 under control as well!

So thankful for their team and how they care for us!
Just wish I had found them sooner!

Partner with these guys for sure! You will never look back!

Thanks Heritage!

Huge shoutout to this bookkeeping team for truly stepping up when I needed it most.
They came in at a time when my prior bookkeeper was falling short and immediately brought clarity, responsiveness, and confidence back into my financials.
They are incredibly informative, proactive, and always willing to take on whatever task is in front of them no hesitation, no excuses.
If you’re looking for a bookkeeping service that is responsive, knowledgeable, and truly invested in your success—not just checking boxes-this team is it. I’m extremely grateful for their support and wouldn’t hesitate to recommend them.

Working with Heritage has made a huge difference for Shane Fisk Roofing Company. They brought organization and structure to our finances, helped us create and manage budgets, and made our numbers easy to understand. Because of their support, we’ve been able to grow faster and smarter. Heritage has been a major part of our success.

We’re a small construction company and have been partnering with Heritage Analysis & Innovation LLC for the past three years. They keep all of our books organized and provide clear, reliable forecasting for the future. Their support has streamlined our accounting, improved financial visibility, and helped us plan with confidence. Highly recommend.

Heritage Analysis & Innovation has been a reliable partner for our business as we have grown. Their team is detail-oriented, responsive, and understands how to keep books clean without overcomplicating things. What we value most is consistency, we know our numbers are accurate and up to date and if we have questions they are there to help us understand. I’d recommend them to any owner who wants dependable bookkeeping without the headache.