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Heritage Holding

Private equity growth for founder-led companies

Accountant/Bookkeeper

BookkeepingConfirmed live in the last 24 hours
Full-timeMiami, FL, USA$60k - $70k /yrIn-person

About the Job

Requirements

  • Prior accounting or bookkeeping experience is required.
  • Strong QuickBooks experience is required.
  • Attention to detail, accuracy, and organization are required.
  • Confidentiality and reliability are required.

Responsibilities

  • Process payroll, including employee pay, payroll taxes, reimbursements, and retirement contributions.
  • Focus on accounts receivable and 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.

About the Company

Heritage Holding

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.

Company size
11-50
Company stage
Early VC
Total funding
$3.4M
Headquarters
Hartford, CT
Founded
2015

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