Bluetree Accounting

Full- Spectrum Financial Services for Growing Businesses

Accounting firm (show on map)

5.0

★★★★★

5 reviews

We deliver a comprehensive suite of accounting solutions designed to simplify your operations, strengthen compliance, and support smarter business decisions.

Call (972) 275-9881

Navigate to Visit website

About

Bluetree Accounting LLC was founded with a simple mission: bring corporate-level financial structure and discipline to growing small businesses. We believe small business owners deserve the same financial clarity, reporting systems, and strategic insight typically reserved for larger organizations.

Our goal is to implement proven processes, strong internal controls, and proactive planning that help businesses operate efficiently and grow with confidence.

Corporate-level financial structure for small businesses

Integrated bookkeeping, tax, payroll, and advisory services

Controller-level consulting without full-time hire

QuickBooks Online expertise

Proactive tax planning and year-round advisory

Services

Bookkeeping & Financial Reporting

Accurate monthly financials, bank & credit card reconciliations, clean organized books, QuickBooks Online setup, ongoing support.

Monthly transaction categorization Bank and credit card reconciliations Cleanup and catch-up bookkeeping Accounts payable & receivable management Payroll coordination Financial statement preparation QuickBooks Online setup

Accounting

Monthly and quarterly financial reporting, cash flow monitoring, budgeting, cost control, internal controls review, KPI development, year-end closing.

Monthly & quarterly reporting Cash flow forecasting Budget creation Cost control analysis Internal controls review KPI tracking Year-end closing coordination

Tax Planning & Preparation

Business and individual tax return preparation, strategic tax planning, quarterly estimated tax calculations, entity structure analysis, sales tax compliance, year-round tax advisory.

Business & individual tax returns Strategic tax planning Quarterly estimated tax calculations Entity structure analysis Sales tax compliance Year-round tax advisory

Controller Consultation

High-level financial leadership without the full-time cost, including CFO advisory, cash flow strategy, operational efficiency analysis, pricing analysis, debt strategy, performance reviews, financial dashboard creation, process design.

CFO/Controller advisory Cash flow strategy Operational efficiency analysis Pricing analysis Debt & financing strategy Performance reviews Financial dashboard creation Process design

Credentials & Certifications

Staff Accountant at Maxitransfers

Since 2013

Controller with financial oversight experience

Since 2023

Private Equity Experience

Reviews

Rating

★★★★★

Reviews

"They get the job done and make your life way less stressful."

Frequently Asked Questions

What types of businesses do you work with? +

We work with small to mid-sized businesses that want organized financials and proactive guidance. Our clients range from service-based companies and logistics operators to retail, professional services, and regulated industries.

Do you only provide bookkeeping? +

No. While accurate bookkeeping is the foundation, we provide accounting, tax planning, and controller-level consulting. Our goal is to give you financial clarity — not just categorized transactions.

Do you offer tax preparation services? +

Yes. We provide business and individual tax preparation, along with year-round tax planning and quarterly projections. We believe tax strategy should be proactive — not reactive at filing time.

How often will I receive financial reports? +

Most clients receive monthly financial statements, including: Profit & Loss, Balance Sheet, Cash Flow Statement. We can also provide custom reporting and KPI dashboards depending on your needs.

Do you work with QuickBooks? +

Yes. We primarily work with QuickBooks Online and assist with setup, cleanup, and optimization to ensure your books are accurate and efficient.

How does pricing work? +

Our services are customized based on transaction volume, complexity, and level of advisory support required. We offer fixed monthly service packages as well as hourly consulting, depending on your needs. Annual tax filings are typically billed separately. We focus on value and long-term partnership — not low-cost, minimal service.

Do you offer cleanup or catch-up bookkeeping? +

Yes. If your books are behind or disorganized, we can perform a cleanup project before moving you into ongoing monthly service.

What is Controller Consultation? +

Controller Consultation provides higher-level financial oversight without the cost of hiring a full-time Controller. This includes financial strategy, cash flow planning, profitability analysis, process implementation, and performance reporting. Ideal for growing businesses needing more than basic bookkeeping.