bluebird bookkeeping

our clients

success stories

Bluebird Bookkeeping has been successful in helping many professionals build a strong process to ensure they have an eye on the financial health of their company. This allows our clients to focus on what they do best - running their company!

All of our clients have many things in common - a passion for what they do, the ability to build a successful business doing it and entrusting us with their financial reporting needs.

Any company can say how great they are, but it sounds so much better coming from our amazing clients. Preview a few of their success stories below to learn about their experience with Bluebird Bookkeeping. Then click the contact button above to learn more.


Accurate, timely and extremely service-oriented.

"The team at Bluebird Bookkeeping keeps our business running smoothly. They are accurate, timely and extremely service-oriented. I can't imagine running and growing our business without them - they are trusted advisors and a key part of our team. I couldn't recommend them more highly."

Rebecca Zucker
Partner and CFO, Next Step Partners

[Bluebird Bookkeeping] created calm and order from years of chaos.

"Ana and the Bluebird Bookkeeping team have been instrumental in our accounting process. They tackled our messy books and created calm and order from years of chaos. Additionally, the team is approachable, responsive, and continues to refine our accounting processes as needed. My team is able to focus on the task at hand knowing our books are being maintained."

Julie Jones
Operations Director, BetterDoctor

A trusted partner that does much more than manage our books.

"Carbon Five has worked with Bluebird Bookkeeping for over seven years. They have become a trusted partner that does much more than manage our books. They assist with strategic planning, developing budgets and reports, advising on HR issues, managing payroll across multiple states, and more. We meet weekly but they also makes themselves available on short notice when necessary. They play a key role that has allowed us to scale our business from less than 20 employees when we started together to having more than 60 employees today. They are very candid and happy to provide thoughtful input when asked. Having them integrated into Carbon Five allows me to focus on other aspects of our business with confidence. We value the relationship and highly recommend Bluebird Bookkeeping!"

Don Thompson
Owner, CarbonFive

I recommend them enthusiastically.

"Bluebird Bookkeeping is a true partner in providing my business with timely and helpful bookkeeping support, even as we've grown more quickly than I have ever imagined. I could not have done it without their reliable expertise and genuine care for what is best for us. Every member of the Bluebird team is responsive, professional, and detail-oriented. I recommend them enthusiastically to any small business owner who needs financial management support."

Amory Donohue
Owner, Language in Action

Truly the BEST in the business!

"Ana and Yvette of Bluebird Bookkeeping are truly the BEST in the business! Even with our complex business model, they are able to accurately and seamlessly handle our monthly bookkeeping close, prepare reports for our year-end accounting, provide comprehensive monthly cash flow reports and make recommendations to take the pain out of the process. They make it so easy to access and report the information that we need. I typically hate dealing with numbers and spreadsheets, but working with them is a true joy!"

Julie Walker
Partner, Stop Meeting Like This