Heter Accountancy
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Publishes a starting price
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks Online
Who they say they serve: agriculture, construction, property management, medical, e-commerce (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 3 of 5 core services; publishes a starting price.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Heter Accountancy | home page | |
| Website | https://www.heteraccountancy.com/ | home page | |
| Office locality | San Luis Obispo, CA | home page | |
| Phone | +18052503434 | home page | |
| Offers bookkeeping | Documented: Accounting & Bookkeeping Firm San Luis Obispo, CA | Heter Accountancy | SLO Accountant top of page About Us... | home page | |
| AP / AR | Documented: ...Select Weekly Account Reconcilation Weekly Transaction Entry Weekly Bill Pay & Accounts Payable Weekly General Ledger Review Weekly Accounts Receivable Monthly Reconciled Profit &... | /pricing-plans/plans-pricing | 4 pts (max 4) |
| Payroll coordination | Documented: ...on top of our finances. She does our bookkeeping, reconciles our accounts, handles payroll, and the list goes on. She’s professional and makes everything really easy for me. I... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Proprietors Select Monthly Account Reconciliation Monthly Bill Pay Monthly Reconciled Profit & Loss & Balance Sheet Reports Plan includes the above for up to two accounts *Payroll... | /pricing-plans/plans-pricing | 6 pts (max 6) |
| Industries served (documented) | agriculture, construction, property management, medical, e-commerce, professional services, fitness, real estate | /services-2 | 5 pts (max 5) |
| Software supported | QuickBooks Online | home page | 5 pts (max 5) |
| Pricing approach published | Publishes a starting price: "packages start at $250" | /outsourced-accounting-services | 6 pts (max 6) |
| What is included / excluded | Documented: ...by outsourcing your accounting! Outsourced Business Accounting Services we assist with include: accounting department training, bookkeeping, consulting, CFO and Controller... | home page | 5 pts (max 5) |
| Named contact / team | Alexa Heter, owner | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 7 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Local / remote model stated (0 pts, max 3); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Heter Accountancy'; individual CPA licences for 'Alexa Heter' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Heter Accountancy's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.