Appletree
FOUNDING YEAR
1988
NUMBER OF EMPLOYEES
6 - 20 employees
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
Appletree
If you're tired of not knowing your numbers, having a reactive tax approach and chasing your accountant - we'd love to work together. Appeltree provides quality bookkeeping, payroll and tax services to small business nationwide.
Most our clients have 1-50 employees and industries include marketing agencies, creatives, coaches, professional services landscapers, HVAC, and home services. We're also experienced in mergers and acquisitions to assist with accounting post close or preparing to sell.
Most our clients have 1-50 employees and industries include marketing agencies, creatives, coaches, professional services landscapers, HVAC, and home services. We're also experienced in mergers and acquisitions to assist with accounting post close or preparing to sell.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Type
Clients who would be a good fit
Most our clients have 1-50 employees and industries include marketing agencies, creatives, coaches, professional services landscapers, HVAC, and home services.
Clients who wouldNOTbe a good fit
non profits, heavy manufacturing.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
Works with clients across the US
6 Client Reviews
Requirements:
$250,000 Minimum Revenue
White-Glove CPA Services for Solopreneurs (Ad Agencies, Consultants, Attorneys, and More) with $250K–$2M in Revenue
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Budgeting & Forecasting
Cash Flow Management
Individual Tax Preparation
Tax Planning & Strategy
Specialities
Solopreneurs
SMB Owners
$1,700-Monthly
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
