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
Staff Bookkeeper
Erin is an essential part of our accounting team. She handles the "behind-the-scenes" numbers that keep our business running smoothly.
With a background in medical billing, her detailed eye and passion for organization, she ensures every expense is tracked and reconciliations
are audit-ready and transparent.
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 smooth.
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 Advisory Services
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