Blue State was born from a place where years of experience with accounting, finance and analytics intersected a passion for bringing effective financial accounting processes and services to small and mid-sized businesses. 

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We can help you structure your accounts, processes and reporting to provide meaningful financial statements and management reports, which don't just tell you the bottom line, but tell a clear story of how key factors impacted your results, so you can target and control them to optimize your profitability!

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Sadly, many small businesses, especially when just starting out, set up their bookkeeping accounts and reports with just enough data points for their CPA to file their taxes.  While this may work for some limited circumstances, it often represents a real missed opportunity to spotlight key profit centers and cost drivers necessary to evaluate and track performance at the level where underlying performance issues are visible, and where management decisions are made. 

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Often these businesses have to rely on a general ledger report, a manually tracked spreadsheet, or anecdotal remarks from within the business to loosely target a struggling bottom line.  With little more than a gut feeling, managers are left to make poorly informed decisions about operational corrections toward improved profitability.  The financial result of this frustrating experience is often lack-luster, and may have no meaningful affect, because the bookkeeping and reporting lacks the ability to really inform the situation.  This is why you need the clarity of reports that underscore and reflect the story of your business. 

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You need reporting that is accurate, timely, consistent, presented clearly and illustrates the key areas of your business - breaking out key profit centers in sales/revenue, cost centers within Gross Margin Calculations and drivers of Operating Expenses.  At Blue State, we are dedicated to providing accurate, timely back-office services, and reporting that tells a story - the story of your business.  Data isn't enough to manage your business - when decisions are made you need clear information. 

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Our services are tailored to your business, but here is a selection of our general services - if you feel like you needs something a little different, talk to us - we are here to help!

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• ​Write-up Services - You bring us your shoe box full of invoices & receipts, and we'll prepare your financial statements.

• Basic Bookkeeping - We provide Accounts Payable and Accounts Receivable services.

• Full Charge Bookkeeping - We can pretty much handle it all, including many of the items below!

• Balance Sheet Reconciliation

• Bank Reconciliation

• Payroll Services, including tax filings

• Mthly, Qtrly, Year End Close

• Financial Reporting

• Management Reporting

• Financial Planning & Analysis

• Cash Flow Analysis

• 1099 Preparation & Filing

• Excise Tax Prep & Filing​

• Consulting & Training

• Policy Creation

• Start-up Support

• Personal Bookkeeping

• Ad-hoc Reporting - talk to us about your needs!

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At the end of the day, it is your needs that determine the best approach, and that approach will be different from client to client.  Let us work with you to evaluate what your needs are, and we'll put together a proposal specific to you and your business.  Your success and satisfaction are our top priorities! 

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Contact us today, 425-946-2207!