Heather Taylor in

Heather Taylor

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Financial Trail Guide for Builders & Bookkeepers at Roundup Accounting & Advisory
📍 Greater Billings Area, United States

Heather Taylor is a Fractional CFO and Payroll Advisor with over 25 years of experience, specializing in providing financial clarity for businesses. As the founder of Roundup Accounting & Advisory, she acts as a coach and mentor, helping builders and go-getters understand their finances to foster confident growth.

Outside of work, Heather is a mother to four adventurous children and wife to an avid outdoorsman. She identifies as a "Mom Economics Strategist, " blending her financial expertise with the realities of juggling family life and professional ambitions, a core part of her personal and professional brand.

She has a unique focus on serving tradespeople, branding herself as a "Financial Trail Guide for Builders & Bookkeepers. "

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Experience
4 Years
Current Role
Financial Trail Guide for Builders & Bookkeepers
Job Level
Junior
Location
Greater Billings Area, United States
Personality Overview

How Heather shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Heather cares about

Financial Clarity
Her professional headline is "Providing Financial Clarity for Businesses, " and her goal is helping clients understand the numbers behind their business to enable strategic growth.
Supporting Tradespeople
She specifically focuses on helping "builders, fixers, and go-getters" and calls herself a "Financial Trail Guide for Builders & Bookkeepers. "
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Career

Work history

2-2021
Financial Trail Guide for Builders & Bookkeepers
Roundup Accounting & Advisory
8-2020
Business Growth Mentor | Mom Economics Strategist
Six-T Coaching
7-2021 - 8-2024
Accountant
Desert Stream Industries
5-2018 - 5-2021
Accountant
Your Personal Accountant, Inc.
9-2018 - 5-2019
Profit Analyst & Team Lead
Certus Accounting & Tax Services LLC
In the press

Media appearances

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Education
10-2022 - 10-2026
Bachelor of Business Administration - BBA
Western Governors University
2009 - 2009
Certificate of Bookkeeping
US Career Institute
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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