FAQ:

1. 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.

If you are serious about understanding your numbers and growing your business, we are a strong fit.

 

2. 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.

 

3. 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.

 

4. 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.

 

5. 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.

 

6. 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.

 

7. 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.

 

8. What is Controller Consultation?

Controller Consultation provides higher-level financial oversight without the cost of hiring a full-time Controller or CFO.

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This includes:

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• Financial strategy

• Cash flow planning

• Profitability analysis

• Process implementation

• Performance reporting
   

This service is ideal for growing businesses that need more than basic bookkeeping.

 

9. How do we get started?

The first step is a consultation where we learn about your business, review your current financial setup, and determine the level of support you need.

From there, we provide a proposal outlining scope, pricing, and next steps.

 

10. Why choose Bluetree Accounting?

We bring corporate-level structure and financial discipline to small businesses.

Our approach combines accurate bookkeeping, strategic tax planning, and operational insight to help business owners make confident decisions.