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I Heart Numbers
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  • Services
  • Clients

About Us

Heidi Morrison, President

Heidi started working as a bookkeeper while still in high school.  She took Accounting as an extra-curricular and participated in competitions at the local college, not only did she find her love of numbers, but she found her gift. By Junior year, she was attending college night classes for Accounting and running the office for the family business. 


Seeking greater challenge and expertise, she spent a decade at brokerages and wealth management firms. Although skilled in data analysis for high-profile clients, she found herself longing for the close connections and entrepreneurial energy of small business owners.


Heidi left corporate America to manage her neighbor’s health & safety company, gaining insight into supporting others and the value of community for small businesses. She wanted to bring her years of experience in accounting and financial management to other small business owners and founded I Heart Numbers in 2017.


Dedicated to empowering entrepreneurs, she is passionate about helping clients achieve clarity in their finances and streamline their operations using the latest technology. Heidi’s approachable style and commitment to personalized service have made her a trusted advisor to a diverse range of businesses.


Heidi is inspired by her three children, with whom she shares a love of music, travel, and the arts. She remains dedicated to philanthropy through fundraising, volunteering, and advocacy.

support staff

Erin Mackey

To be Announced

Kaitlyn Werbin

Heidi started her journey in bookkeeping while still in high school, where she excelled in Accounting as an extra-curricular activity and competed at the local college. This experience not only ignited her love for numbers but also revealed her natural gift for small business bookkeeping. By her junior year, she was attending college night classes for Accounting while managing the office for her family business.


After seeking greater challenge and expertise, she dedicated a decade to brokerages and wealth management firms. While she became highly skilled in data analysis for high-profile clients, she found herself yearning for the close connections and entrepreneurial energy that small business owners possess.


Leaving corporate America behind, Heidi transitioned to managing her neighbor’s health & safety company. This role provided her with valuable insights into supporting others and highlighted the importance of community for small businesses. In 2017, she founded I Heart Numbers to bring her extensive experience in accounting and financial management, including payroll management and bookkeeping clean up, to fellow small business owners.


Heidi is dedicated to empowering entrepreneurs by helping them achieve clarity in their finances and streamline their operations using the latest technology. Her friendly approach and commitment to personalized bookkeeping services have made her a trusted advisor to a diverse range of businesses.


Inspired by her three children, she shares a love of music, travel, and the arts with them. Heidi also remains committed to philanthropy through fundraising, volunteering, and advocacy, all while helping others start a business.

Kaitlyn Werbin

To be Announced

Kaitlyn Werbin

Administrative Assistant


Kait has years of office support experience; even at a young age, she was helping file paperwork and organizing stacks of paper. In addition to her administrative skills, she plays a crucial role in our bookkeeping services, ensuring everything is in order for our small business bookkeeping needs. She is also our go-to password manager and keeps our back office flowing smoothly, which is essential for efficient payroll management. Her expertise supports those looking to start a business by providing reliable bookkeeping clean up when necessary.

To be Announced

To be Announced

To be Announced

Staff Bookkeeper


We are in the process of training a new bookkeeper who will enhance our bookkeeping services, including bookkeeping clean up and payroll management!


We will announce her soon, so sign up for our newsletter to learn more about how we can assist with small business bookkeeping and help you start a business.

Small Business Bookkeeping Services

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