Meet Our Team
At Family Line Financial, bookkeeping and tax services aren’t just numbers — they’re about giving you clarity, peace of mind, and freedom to focus on growing your business. As a mother-daughter accounting team, we combine decades of experience, up-to-date training, and personal care to support small businesses with integrity and dedication.
Our goal is simple: to make your financial processes easier, transparent, and stress-free, so you can focus on what you do best — building your business.
Heather, Founder
Kelly, Co-Founder
Our Story
Heather — Founder
I'm Heather. I started this company with a simple goal: to take the stress and confusion out of bookkeeping so business owners can focus on doing what they love.
My approach is shaped by years of experience on both sides of the financial world — as a former Product Manager at Intuit, where I worked closely with bookkeeping and payroll teams, and as a long-time business owner who knows firsthand the pressures, uncertainties, and constant responsibilities entrepreneurs face.
I’m also QuickBooks and Payroll certified, which means you’re getting support backed by real training, real-world experience, and a deep understanding of the tools small businesses rely on every day.
From monthly bookkeeping and payroll to detailed QuickBooks audits and cleanup work, I customize every service so it fits you — your business, your goals, and your workflow.
Family is at the heart of what we do here. That means you can expect honesty, patience, and genuine care for your success.
You’re not just another client — you’re someone we truly want to see thrive.
Kelly — Tax Preparer
I’m Kelly. As a Tax Associate at a private accounting firm, I bring hands-on experience in tax preparation, organization, and supporting clients through every part of the filing process. I focus on individual and small-business tax prep, tax guidance, QuickBooks support, and helping you stay organized and compliant all year round.
Together, we blend experience + personal care — giving you a team that treats your finances like family.
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What We Believe In
Integrity & honesty — clear, upfront communication; no hidden fees or confusing jargon.
Personalized service — we tailor solutions to each business, because no two are the same.
Clarity & simplicity — we keep things understandable, well-organized, and stress-free.
Reliability & consistency — dependable bookkeeping and tax prep that helps you stay financially confident.
Client-focused care — we treat you like family, not just a number on a ledger.
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Let’s Work Together
Ready for bookkeeping and tax support that feels personal, professional, and stress-free?
Contact us today — and let’s get your finances working for you.