Heather Jeffrey: Succentrix Business Advisors

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Gusto Gold Partner

Serves 18 Gusto clients | Partner since 2018

We provide customized monthly accounting, payroll and tax services to new and existing small business, ranging from single member LLCs to Corporations with 1-30 employees. We also provide individuals with tax advice, planning and preparation of income tax returns.

My focus is on my clients and their individual accounting/tax situations. I am always available for questions and my goal is to be a partner to my clients and help them build a successful business.

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Heather Jeffrey: Succentrix Business Advisors

Serves 18 Gusto clients | Partner since 2018

We provide customized monthly accounting, payroll and tax services to new and existing small business, ranging from single member LLCs to Corporations with 1-30 employees. We also provide individuals with tax advice, planning and preparation of income tax returns.

My focus is on my clients and their individual accounting/tax situations. I am always available for questions and my goal is to be a partner to my clients and help them build a successful business.

Firm at-a-glance

  • Accepting new clients
  • Offers remote services
  • 2-4 accountants on staff

Client sizes

  • 1 employee
  • 2-20 employees

Software experience

Xero icon
Xero
Quickbooks Online icon
Quickbooks Online
Freshbooks icon
Freshbooks

Services offered

  • Bookkeeping
  • Consulting
  • Manage payroll
  • Outsourced CFO
  • Tax preparation

Industries served

  • Accommodation & hospitality
  • Administration & support services
  • Arts & recreation
  • Construction & trades
  • E-commerce
  • Education
  • Finance & insurance
  • Food & beverage
  • Franchises
  • Healthcare & social services
  • Marketing, advertising & consulting
  • Media & communications
  • Not-for-profit
  • Professional services
  • Repairs & personal services
  • Retail
  • Software startup
  • Transportation & storage
  • Wholesale

Client sizes

  • 1 employee
  • 2-20 employees
Team photos

Software experience

Xero icon
Xero
Quickbooks Online icon
Quickbooks Online
Freshbooks icon
Freshbooks

Services offered

  • Bookkeeping
  • Consulting
  • Manage payroll
  • Outsourced CFO
  • Tax preparation

Industries served

  • Accommodation & hospitality
  • Administration & support services
  • Arts & recreation
  • Construction & trades
  • E-commerce
  • Education
  • Finance & insurance
  • Food & beverage
  • Franchises
  • Healthcare & social services
  • Marketing, advertising & consulting
  • Media & communications
  • Not-for-profit
  • Professional services
  • Repairs & personal services
  • Retail
  • Software startup
  • Transportation & storage
  • Wholesale

Please note that Gusto does not guarantee the quality of any particular partner and that information on this page was submitted by the partner. This directory contains some of our recommended partners, but every business’s needs are different and you should take the time to evaluate the partners before selecting one.