Accountant/Bookkeeper
Heritage Holding
Accountant/Bookkeeper
Heritage Holding
Private equity growth for founder-led companies
Heritage Engineering HoldCo - Miami, FL
Schedule: Monday–Friday, 8:00 AM–5:00 PM
Salary: $60,000–$70,000 per year, depending on experience and qualifications
Heritage Engineering HoldCo is a growing platform in the engineering services industry, spanning civil, structural, MEP, and surveying and inspection work across the country. We partner with excellent, founder-led engineering firms, helping them build stronger operations, deeper leadership benches, and growth, while preserving their local expertise, client relationships, and reputations. We are actively growing the platform, and building the people and systems to support that growth is a core part of our strategy.
Position Summary
We are seeking a reliable, detail-oriented Accountant/Bookkeeper to work within one of our operating companies to own bookkeeping and financial processes. This is a hands-on, high-trust role where you’ll work closely with leadership to manage invoicing, payroll, and reporting while keeping the business organized and running efficiently. The ideal candidate is proactive, highly organized, and comfortable operating independently in a fast-paced, small business environment.
Responsibilities
Process payroll, including employee pay, payroll taxes, reimbursements, and retirement contributions
Strong focus on accounts receivable, bank and cash receipt reconciliations.
Pay and track company bills
Make electronic deposits and record incoming funds
Maintain accurate accounting records using QuickBooks
Perform general accounting and bookkeeping duties
Assist with routine financial and administrative reporting
Qualifications
Prior accounting or bookkeeping experience is Required.
Strong QuickBooks experience
Attention to detail, accuracy, and organization
Confidentiality and reliability
Private equity growth for founder-led companies
Heritage Holding is a private equity firm that buys majority stakes in founder- and family-led U.S. businesses and grows them over the long term. It typically targets platform investments with enterprise values of $5–$100 million and raises capital from institutions and family offices. The firm differentiates itself through a hands-on, collaborative approach: it provides operational support, partners with existing management, and uses bolt-on acquisitions to scale. Unlike firms focused on short-term exits, Heritage Holding pursues patient, long-duration capital to build durable value rather than financial engineering. Its goal is to create sustainable growth and value by expanding profitable companies across sectors such as business services, healthcare, IT and industrial services, wealth management, and niche areas including MSPs, remote patient monitoring, commercial HVAC, power services, hydrovac, and RIAs managing $200–$750 million AUM.
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