Heritage Plus Financial

Accounting for Legal Practices · Texas, United States · 1-10 Employees

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Overview

Headquarters

12337 Jones Rd Ste 351, Houston, Texas, ...

Phone Number

(281) 894-0499

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Heritage Plus Financial

Heritage Plus Financial is a full-service small business specialist based in Houston, established in 1988. The company offers a range of services including tax preparation, business bookkeeping, payroll, and legal business entity establishment. Their primary clients are small business owners and individuals seeking reliable and affordable financial services. Heritage Plus Financial prides itself on providing personable and professional service, with a strong emphasis on client referrals for growth.Explore more
Popular SearchesHeritage Plus Financial Inc2Heritage Plus Financial IncSIC Code 87,872NAICS Code 54,541Show more

Heritage Plus Financial Org Chart

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Chief Financial Officer, Cpa Tax & Advisor

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Manager, Tax

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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Heritage Plus Financial

<$5M
1-10
Private
<$5M
-
BB
Buck BuchananChief Financial Officer, Cpa Tax & Advisor
$5.7M
1-10
Private
-
2019
CM
Christy McBrideOffice Manager
<$5M
1-10
Private
-
2009
SC
Shawn ClarkOffice Manager
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
1982
MW
Martisha WatsonCertified Public Accountant
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1991
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Heritage Plus Financial is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Heritage Plus Financial is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Heritage Plus Financial.

Heritage Plus Financial financials insights

Gather financial insights about Heritage Plus Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$23K

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Heritage Plus Financial Tech Stack

A closer look at the technologies used by Heritage Plus Financial

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Heritage Plus Financial

What is Heritage Plus Financial's official website?
Heritage Plus Financial's official website is www.heritageplusfinancial.com
What is Heritage Plus Financial's Revenue?
Heritage Plus Financial's revenue is <$5 Million
What is Heritage Plus Financial's SIC code?
Heritage Plus Financial's SIC: 87,872
What is Heritage Plus Financial's NAICS code?
Heritage Plus Financial's NAICS: 54,541
How many employees does Heritage Plus Financial have?
Heritage Plus Financial has 1-10 employees
What industry does Heritage Plus Financial belong to?
Heritage Plus Financial is in the industry of: Accounting for Legal Practices, Business Services
What is Heritage Plus Financial competition?
Heritage Plus Financial top competitors include: Solved Tax & Accounting, Nbj Services, Culpeper CPA Firm, Keith P Clark
What technology does Heritage Plus Financial use?
Some of the popular technologies that Heritage Plus Financial uses are: F5 Silverline DDoS Protection, MonsterCommerce, Web.com Website hosting
Who is the CFO of Heritage Plus Financial?
Heritage Plus Financial's CFO is Buck Buchanan
How do I contact Heritage Plus Financial?
Heritage Plus Financial contact info: Phone number: (281) 894-0499 Website: www.heritageplusfinancial.com
What does Heritage Plus Financial do?

Heritage Plus Financial is a full-service small business specialist based in Houston, established in 1988. The company offers a range of services including tax preparation, business bookkeeping, payroll, and legal business entity establishment. Their primary clients are small business owners and individuals seeking reliable and affordable financial... services. Heritage Plus Financial prides itself on providing personable and professional service, with a strong emphasis on client referrals for growth.Read More

Is Heritage Plus Financial a public company?
Heritage Plus Financial is private company therefore does not currently have an official ticker symbol
See more information about Heritage Plus Financial

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