About Heritage
The heritage wisdom of finance, applied to your numbers.
Heritage Advisory LLC is a US based consulting firm. Our team of investment bankers and chartered accountants brings the heritage wisdom of finance to every engagement: rigorous work, careful review, and advice you can act on.
Why we exist
Financial work becomes expensive when it sits unfinished.
A tax return waits for missing workpapers. A month-end close runs late because reconciliations were left until the end. A management meeting starts before the numbers are ready.
Heritage exists to take defined pieces of that workload off your team: done in your systems, to your standards, and under the review structure you already use.
How we are set up
A US company with a global team.
Heritage Advisory LLC is a US company, led from Los Angeles. Our work is delivered by a dedicated global team that includes ACCA, CA and ICAEW qualified professionals.
Where an engagement requires work to be performed outside the US, we define the delivery model, access requirements and applicable client consent requirements before work begins.
- Company
- Heritage Advisory LLC, a US company
- Head office
- Los Angeles, California
- Delivery
- A dedicated global team
- Qualifications on the team
- ACCA, CA and ICAEW
Our commitments
What you can hold us to.
Not adjectives. Things you can check.
- 01
We work in your systems.
Your software, your templates, your review process. We do not require you to replace any of them simply to work with us.
- 02
You see the work before you commit.
Every engagement starts with a small paid pilot, reviewed through your own process. Then you decide.
- 03
Responsibility stays where it is.
Your team retains review and sign off. Heritage prepares, reconciles, analyzes and documents the work.
- 04
You know who is doing your work.
Engagements are built around named professionals, with fewer handoffs and people who become familiar with your accounts.
- 05
We are open about where work is done.
Where work is performed outside the US, we say so, and we set out the access and consent requirements before work begins.
- 06
We ask rather than guess.
If an account does not reconcile, an instruction is unclear or a number looks wrong, we raise it.
The people
People, not a pool.
A Heritage engagement is built around named professionals. Meet the directors who lead the work.
Let's see if the work fits.
Fifteen minutes. No presentation required.
Tell us what is taking too much time, where the backlog is building or what your team needs to deliver more consistently.
We will tell you where Heritage can help, what the engagement would involve and whether a pilot makes sense.