Heather Kizer CPA PLLC

Heather Kizer CPA PLLC
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Heather Kizer CPA

Heather Kizer CPA Heather Kizer CPA Heather Kizer CPA

Professional Bookkeeping at a Reasonable Price

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(210) 857-8773

Services

Monthly

Quarterly

Quarterly

Enter information into accounting system either through coding banking transactions or uploading invoices.  Reconcile cash and credit card accounts.

Quarterly

Quarterly

Quarterly

Reconcile all balance sheet accounts.  Review income statement and balance sheets period using fluctuation analyses and adjustments if necessary.  Investigate old balances and write off if necessary.

Annually

Additional Services

Additional Services

Reconcile all balance sheet accounts.  Prepare financial statements and provide to clients, auditors and tax preparers as agreed upon with client.  Prepare 1099s and donor statements (nonprofits)  Close the books.  

Additional Services

Additional Services

Additional Services

 Work on behalf of clients with auditors, tax preparers, and regulatory agencies as deemed necessary.  Post payroll.  Create and maintain amortization schedules for outstanding debt.  Ad hoc projects depending on client needs.   

Background

Education

Heather has a Bachelor of Business Administration from Baylor University.  She is a Certified Public Accountant in the state of North Carolina.

Work Experience

Heather began her career as an auditor at a Big Four public accounting firm. She then transitioned into industry, taking on roles like senior accountant, controller, and internal controls senior staff, as well as leading special project implementations. She also directed financial processes at a successful nonprofit and worked in financial accounting and outsourcing at another public accounting firm. In 2020, during the COVID pandemic, Heather started her own business to maintain her career while supporting her children with online learning. Over the past five years, her practice has grown, and she now enjoys working closely with small and mid-sized companies across various financial areas. 

 



“Heather Kizer has been great to work with in keeping our books.  She’s reliable, consistent and her communication is excellent.  We’re very thankful to have found someone we can trust.” 

-Brian P Elkins, Founder and Principal & Keli C. Elkins, Chief Risk Officer, Greene Energy Companies, Cary, NC



 

“Heather has been an invaluable resource on challenging projects. She is highly professional, understands what auditors need, and quickly adapts to new areas, even those outside her prior experience. Her communication is clear and precise, ensuring alignment across all stakeholders. When I have a critical project that demands attention, but I lack the time to handle it personally, she is my go-to resource."  -Juan Gutierrez, CFO, Astreya US

Contact me

Call or email to set up a time to discuss your needs:

Heather Kizer CPA PLLC

heather@kizercpa.com (210) 857-8773

Hours

Open today

09:00 am – 05:00 pm

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