Heather Starratt, QPA, QKA, ERPA

Senior Manager

Heather has over 20 years of experience working in CPA firms as a tax, accounting, and retirement plan administration expert. Heather is a QuickBooks genius, and she spends quite a bit of her time managing her client’s books and payroll.

Heather manages all retirement plan administration for Jones&Co. clients. While retirement plan administration can be overwhelming and complex, Heather prides herself on simplifying the process. Whether she’s helping clients with plan distributions or performing complex IRS compliance testing, Heather handles it all with ease.

While Heather’s expertise encompasses a wide variety of topics, she particularly enjoys helping his clients in the key areas of:

  • Retirement Plan Design

  • Annual Retirement Plan Contribution Calculations and Compliance Testing

  • Payroll and PEOs

  • QuickBooks

Professional Associations:

  • NAPA - National Association of Plan Advisors

  • ASPPA – American Society of Pension Professionals and Actuaries

  • NTSA – National Tax-Deferred Savings Association

  • NIPA – National Institute of Pension Administrators

Outside of the office, Heather enjoys spending time with her family and is most proud of her three children. Her oldest, Hadley, is about to begin her journey as a general surgeon. Her middle child, Meghan, works with children every day and has given Heather one of her greatest joys — her grandson, Kolson. Her youngest, Jannon, is a theatre lover and can often be found performing at the Pensacola Little Theatre. In her free time, Heather also enjoys shopping and visiting both Disney World and Universal.