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AT BLUEBIRD, WE TAKE PRIDE IN DELIVERING HIGH-QUALITY SERVICES.

Our tailored solutions are designed to maximize value for our clients, refining back-office processes to propel your business forward. Each solution is customized to suit your specific needs, offering comprehensive services in accounting, business management, financial analysis, and operational efficiency.

Guided by leadership forged in premier accounting firms across the US.

Bookkeeping, AR and AP

Bluebird offers comprehensive bookkeeping services including sales invoicing, vendor bill payments, bank and credit card transaction processing and reconciliation. Our experienced team ensures accurate and efficient financial management, allowing you to focus on growing your business. 

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  • Sales invoicing

  • Vendor Bill Payments

  • Bank and CC transaction processing and reconciliation

  • AP and AR

Accounting and HR Support

Bluebird's Accounting and HR Support services include monthly close, management reporting, payroll processing, payroll tax compliance, and W-2s and 1099 filings. These services ensure accurate financial reporting, efficient payroll management, and compliance with tax regulations, allowing businesses to focus on their core operations and growth.

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  • Full-cycle accounting 

  • Monthly close

  • Management reporting

  • Payroll processing

  • Payroll and state tax compliance

  • W-2s and 1099 filings

Financial Modeling and Projections

Specializing in budgeting, cash flow forecasting, business valuations, and cash runway analysis, Bluebird consultants empower businesses with foresight into their financial future, enabling informed decisions for sustainable growth.

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  • Budgeting & cashflow forecasting

  • Business valuations & cash runway analysis

  • Financial modeling

Business Management

At Bluebird, we specialize in providing comprehensive accounting and business management services tailored specifically for artists, high-networth individuals and businesses. Whether it's handling day-to-day activities like bill payments and vendor interactions, we've got you covered.

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  • Managing bill payments on behalf of clients

  • Reviewing invoices for accuracy and ensuring timely payment

  • Depositing incoming checks and cash into client bank accounts

  • Tracking income owed to clients

  • Handling payroll functions and filing necessary tax returns and forms

  • Assisting with credit card and loan applications

  • Implementing approval processes for all bills and payments

  • Monitoring cash flow and addressing any potential issues proactively

  • Generating monthly cash flow reports for each bank account, providing comprehensive details of all receipts and disbursements.

Controller and CFO Consulting

Bluebird's Controllers and CFO Consulting services provide comprehensive oversight of accounting functions, budgeting and forecasting, financial analysis and reporting, and executive-level leadership for strategic planning and growth challenges.

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  • Accounting function oversight

  • Budgeting and forecasting

  • Financial analysis & reporting

  • Executive-level leadership assisting with strategic planning & growth challenges

  • Fractional CFO service

  • Overseeing all financial needs

Tax Preparation, Compliance and Due Diligence

Bluebird's Tax Preparation, Tax Compliance and Due Diligence services compasses federal and state tax filings, tax extensions, federal, and state tax compliances, and accounting support for audits and A&Ms. Our experienced team ensures compliance, efficiency, and seamless transitions for your business.

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  • Federal and state income tax filings 

  • System integration and implementations

  • System migrations

  • Quarterly and year-end tax filings

  • Other City and state tax filings

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