Reliable Solutions Built For You
Non-Profit & Small Business Accounting Solutions
Our mission is to provide dependable accounting, bookkeeping, and financial consulting services that give nonprofits and small businesses the accurate, timely, and meaningful financial information they need to operate with confidence. From day-to-day accounting and payroll to financial reporting, budgeting, grant and restricted fund tracking, audit support, and CFO services, we bring clarity and structure to the numbers behind their organizations.
We are committed to accuracy, integrity, responsiveness, and practical solutions that strengthen financial processes, improve organizational efficiency, and provide a clear foundation for informed decision-making – allowing our clients to focus on their mission, their business, and the communities they serve.
Heart Financial Solutions Service Areas
Heart Financial Solutions delivers expert solutions specifically designed for nonprofits and small businesses. By prioritizing transparency and accuracy, we handle the intricate details of your fiscal management. This dedicated support empowers you to prioritize growth and community while we support your financial health.
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Accounts Payable
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Accounts Receivable & Invoicing
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Transaction Coding & Recording
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Payroll Sales or Payroll Tax Filing
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Grant Billing
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Restricted Asset or Expense Management & Tracking
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Fiscal Agent Accounting
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Budgeting & Cash Flow Projections
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Monthly Close including:
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Account Reconciliation (bank, credit card, receivables, payables)
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Adjusting Journal Entries
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Financial Statements / Reporting
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Audit Assistance
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CFO Services
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Project Management
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Process Creation, Documentation or Review & Enhancement
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Operational Efficiencies Review& Enhancement
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Data Analysis
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One-time Account or System Set-up
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One-time Clean-up
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Consulting or Training
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Client Feedback
"During the 3+ years that Heather worked with us she was instrumental in establishing processes that significantly
contributed to our operational efficiency. Her broad operating, technology and compliance experience combined with a
strong desire to learn and take on more would be a huge asset to any organization."
Chief Executive Officer
Investment Operations
“I had the pleasure of working with Heather and Heart Financial Solutions as a financial services and bookkeeping partner for the Center for Nonprofit Excellence (CNPE), and I cannot recommend her highly enough.
Heather consistently brought an exceptional level of attention to detail, responsiveness, and financial expertise to her work. She has an impressive knowledge base, but what truly sets her apart is her ability to translate that knowledge into practical insights that strengthen financial processes, procedures, and overall fiscal management.
She is prompt, dependable, personable, and intuitive - often identifying questions, opportunities, or potential issues before they were even raised. Heather understands the unique financial complexities of nonprofit organizations and approaches her work with both professionalism and genuine care for the organizations and people she serves.
Beyond her technical expertise, Heather is simply a pleasure to work with. She is thoughtful, collaborative, and always willing to provide perspective when navigating financial decisions or processes.
I would recommend Heather and Heart Financial Solutions time and time again to any nonprofit looking for a trusted financial partner. She has been an absolute pleasure to work with, and I am incredibly grateful for the value she brought to CNPE.”
Bridget L. Dale, Former Chief Operating Officer
Center for Nonprofit Excellence
"I am writing this in support of Heart Financial Solutions, and Heather Greene-Faris, who has assisted me and my organization with accounting support for the past few years.
Their unique but centered approach in providing personal and ground level support has been extremely helpful for me in being able to manage and account for my organization's revenue and expenses. Monthly meetings, detailed reports, the ability to ask questions at any time via phone or email, and the sense that they are always available to help you work through an issue or number problem has always been appreciated and beneficial to the organization.
If you are a small non-profit organization, who is considering an accounting firm to provide you with great services and person to person engagement - I would encourage you to talk with this agency."
Executive Director
Non-profit supporting the Louisville
LGBTQ+ Community