bluebird bookkeeping
About Us
Bluebird Bookkeeping provides a full scope of accounting services to business owners who are passionate about what they do. We focus our practice on consulting professionals including Public Relations and Marketing, Human Resources, Business Coaching and Software Development. We develop long-lasting partnerships with our clients based on strong communication, trust and a joint goal of building a thriving business. We are seasoned professionals with strong backgrounds including degrees and certifications in accounting and take pride in the work we do. We love the work we do and support like-minded people in ensuring they have the tools they need to make sound business decisions.
Services
We provide a full range of bookkeeping support to service-based businesses - some of our services include:
- Financial statement preparation and analysis
- Payroll
- Forecasting and budgeting
- Tax liaison with our clients’ tax preparers
- Accounts Receivable
- Client invoicing
- Billable expense tracking
- Collections
- Accounts Payable
- Expense tracking - cash/accrual
- Bill entry and payment
- 1099 reporting
FAQ
No. We do not charge a minimum fee – we charge a flat hourly rate for all services and understand all companies, regardless of size, need high-quality bookkeeping support.
We are taking on new clients, but we’re selective about who we work with as we want to ensure it’s a mutually positive fit for the client and for Bluebird.
Our clients include technical and professional firms such as software developers, human resources consultants, PR and Marketing firms, design firms, and medical providers who need business bookkeeping services. Our clients are service providers who generate income by delivering quality services across a wide range of industries. We do not work with individuals on managing their personal financial matters and we also tend to avoid companies with inventory.
Anytime of year is a good time to get your books organized and establish a recurring maintenance schedule. If you’re starting a new business, it’s never too early to start interviewing bookkeepers. You want to make sure you find someone you can not only trust but also can easily communicate with. Establishing a strong and comfortable working relationship early on is essential to ensuring the financial side of the business is running smoothly. If you’re able to identify a bookkeeper early, you can leverage their expertise and best practices to identify the most effective tools, payroll provider, and processes upfront without trial and error. \n One thing to note – by the time year-end (November/December) rolls around, bookkeepers are in full swing supporting their current clientele on year-end tax planning and ensuring everything is ready for the upcoming tax deadlines. Reaching out to bookkeepers in the last quarter of the year is not unheard of but you’re much better off trying to contact bookkeepers earlier in the year especially if you need help with the current year’s books.
Bluebird Bookkeeping is 100% virtual. We have found there are so many benefits to this situation – since we’re not commuting from client to client, we’re more available to assist our clients with their needs during the business day and are able to turn urgent requests around quickly. In addition, by using our own set-up we’re able to work more efficiently since we have everything at our fingertips and are able to utilize our ideal work set up.
Bluebird Bookkeeping is 100% QuickBooks Online. We know there are many great packages out there including desktop versions of QuickBooks as well as Xero and there are some great bookkeepers out there who support those packages however, Bluebird isn’t one of them. We’ve found QuickBooks Online to be the best program out there for us and have worked with many clients to transition over and leverage the great features of this web-based accounting system.
While we have our own opinions about payroll providers and their pros and cons, we understand many of our clients have long-standing relationships with their payroll providers and are able to support most if not all of the common payroll providers including Gusto, Quickbooks Online Payroll, Intuit Online Payroll, ADP, Paychex, and SurePayroll, to name a few.
In addition to handling your normal payroll needs we also have experience in implementing and managing commuter benefits, 401k plans (including the annual census process), and the annual workers compensation audit process.
While we are not CPAs, we require all of our clients to engage with a CPA, Enrolled Agent or tax professional. We recognize finding a good tax resource can be a little difficult but not to worry! We have a short list of excellent CPAs and Enrolled Agents we love working with and would highly recommend depending on your specific needs and situation.
While we don’t file taxes, we handle everything related to the tax filing in partnership with your CPA/tax preparer. We have established many strong relationships with our clients’ tax professionals and have an open line of communication throughout the year – not just at tax time – to ensure the books are in perfect condition for all tax filing needs.
There are so many bookkeepers and accounting firms out there which means the choices are vast and perhaps daunting. Because we are a small and established firm we are selective because prior experience has taught us what does and doesn’t work. We provide solid, reliable bookkeeping services to service providers who may not have the time to dive into their financials but understand and appreciate the importance of accurate books. We are thorough, strong communicators and partner with our clients to make sure their needs are met. There is a mutual respect where we understand every client is NOT the same and our clients quickly find working with Bluebird is a unique and personal relationship where they feel supported and confident their accounting records are in excellent hands.
Contact Us
We are accepting new clients on a referral basis only. If our contact information has been shared with you by a friend or colleague we look forward to hearing from you.