Heritage Analysis & Innovation

Tyler Schisler

Sep 7, 2024on

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

Kevin Fromm

Sep 7, 2024on

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

Eric Penman

Sep 1, 2024on

Matthew at Heritage does a great job keeping up on my book keeping. Their services are great and they treat you like family. Thanks Matt!

Preston Petersen

Aug 27, 2024on

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!

Jared Cunningham

Aug 23, 2024on

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.

Jason Yoder

Jul 15, 2024on

I hired Matt and his team to take over as our CPA. The entire team is on top of everything for us. If I have a question, I have a response within minutes. I have never had this kind of customer service from any other CPA. These guys are top notch. I highly recommend Heritage Analysis & Innovation.

Derek King

Apr 10, 2024on

I was absolutely impressed with the company review video that was delivered to me as promised by Matt and his team. The video was a thorough breakdown of our current books including recommendations on how to improve simply stated throughout the video. This was more detailed than I expected. I recommend everyone get a review by Heritage when it comes to the books. We all work very hard to serve our people and Matt and his team do the same. The review was an eye opener to the truth.

Orv Elia

Mar 7, 2024on

Extremely knowledgeable, efficient, and provides excellent service beyond typical expectations.

Jericho Davis

Feb 29, 2024on

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!

Ashley Clarke

Feb 26, 2024on

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!

Jason Kamprowski

Feb 16, 2024on

Transformative Financial Expertise for Construction, Roofing, and Home Remodeling Contractors For over a year, I've had the privilege of working with Matthew, the visionary owner of Heritage Analysis & Innovation. As a contractor in the highly specialized fields of roofing, construction, and home remodeling, finding a financial accountant and bookkeeper who not only comprehends the intricacies of our industry but also significantly enhances the fiscal health of your business can be incredibly challenging. Matthew has become a pivotal figure for my contracting company. Upon my initial consultation with Matthew, I was met with financial records in a state of overwhelming disarray. His exceptional expertise, unwavering trustworthiness, and insightful guidance have rectified my financial records and given me a profound understanding and control over my business finances. Matthew's dedication transcends mere numbers. He consistently sends weekly email updates regarding my account and schedules monthly appointments. These interactions are invaluable, ensuring I am thoroughly informed of my financial trajectory, advising on crucial adjustments to maintain a robust Profit & Loss statement, and establishing achievable business financial goals. His systematic methodology in reverse-engineering these goals has laid a clear, actionable plan that has propelled my business forward. Before my partnership with Heritage Analysis & Innovation, the daunting financial complexities of the roofing and construction industry seemed insurmountable. However, Matthew's proficiency in accounting solutions and financial management has demystified this process and spurred tangible enhancements in our financial health. Despite being located in Illinois, his readiness to communicate and pick up the phone breaks down geographical barriers, offering his expertise to clients nationwide. This accessibility, combined with our regular text message exchanges, underpins a level of service that feels both personalized and comprehensive. Matthew is always willing to mentor, coach, and advise, dedicating substantial time—sometimes hours—to ensure I grasp the nuances of my financial health. Matthew's professionalism and client-first mentality have instilled in me a newfound confidence and informed decision-making capability. The personal relationship I've fostered with Matthew and his team has been instrumental to my business's success. I highly recommend contacting Matthew for a consultation with anyone within the roofing, construction, and home remodeling industry. Witnessing firsthand the positive transformation in my business's financial landscape has been remarkable, and I am confident Matthew's strategic approach can replicate this success for others. If you're searching for a financial ally who will prioritize your needs, transform your business's fiscal health, and guide you toward success, interviewing and hiring Matthew is a step in the right direction. Allow him to be the architect of your financial future, as he has been for mine.

Cole Haynes

Jan 7, 2024on

Matthew Reif has an abundance of knowledge in accounting and the construction industry. After meeting him he looked at my Quick books and gave me a wealth of information to help me with my business at no cost! Wow what a great guy!!! Highly recommend if you need help in accounting. Better than 5 stars!