5.0
Average rating
2
Client Reviews
What Our Clients Say
5.0
2 Client Reviews
Matthew Saskin
February 12, 2024
Experience working with Appletree
Happy client of Appletree / for my biz and personal taxes and biz accounting.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Ben Tiggelaar
February 12, 2024
Experience working with Appletree
they haven’t fired me yet as a customer (I can be demanding and expect quality). Like them as it’s fully outsourced small business accounting, payroll and personal tax. Used to be separate accountants for biz and personal. No more!
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
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.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Preferred Industries
Client Type
Services Offered
Appletree's Tech Stack
About 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.
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.
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"Fast and great service. I would highly recommend based on the price."
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"I'm working with whitney and she's been very helpful, fast with responses, detailed and able to resolve any issue I've had"
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. 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.
