Heidi Franz

Heidi Franz

Bookkeeper

My husband has been riding motorcycles for 40 years and 3 years ago I thought it might be fun if I learned. And it is! My superpower is celestrial mint tea with dried lemon. And I bake. My grandparenting philosophy is: "spoil them and send them home!"

Member

Business Services | Finance

Bookkeeper

Bookkeeping

Catch up work

Filing Cabinet

Foundation Ledger Group LLC

Foundation Ledger Group LLC

678-850-6941

1741 Newnan Crossing Blvd E
Suite I
Newnan, Georgia 30265

My Clients value their business - they want charts to see numbers as a story. They want to know they are compliant - I am the gatekeeper to their profits. They never have a business emergency because my finger is on the pulse. My clients are successful.

Company

InfoMinute Seminar 08/19/2024
Orientation Essentials 08/19/2024

Development

Recently, I referred one of my clients—a lighting design architect—to John Medina, the financial advisor in our group. My client had expressed interest in strategically using the profits from his business. He didn't want to reinvest all of them back into the business; instead, he wanted guidance on directing that money into personal investments to build a secure financial future. During John's presentation, my Single Best Thing takeaway was his clear strategy for transitioning business profits into personal wealth. When I shared this specific insight with my client, his reaction was enthusiastic: he said, "That's exactly the type of help I've been looking for—someone who can show me how to effectively grow my personal nest egg from my business earnings." Sharing that Single Best Thing immediately sparked a referral conversation and positioned John as the ideal resource.

Referral Trigger Response

Newnan Team

Joined on 06/26/2024

Leadership

ParticipationCoOrdinator 02/10/2025

Team

INTROMinutes I've Given