Contact Bluebird Accounting & Tax, Inc
Get a real-time quoteCPA-led bookkeeping and tax for small business
Bluebird Accounting & Tax, Inc. is a Carlsbad CPA firm providing monthly bookkeeping, proactive tax planning, and personalized CPA support for small businesses and franchise owners throughout North County San Diego.
Founder Gena L. Littleton, CPA, has over 30 years of accounting experience, including 20 years in public accounting and tax and over 10 years in private industry. She is a Certified QuickBooks Online ProAdvisor, Platinum Tier.
Services include monthly bookkeeping in QuickBooks Online, bank and credit card reconciliations, monthly financial statements, quarterly tax projections, business and individual tax preparation, California pass-through entity tax payments, sales tax returns, 1099 filings, and Statements of Information. Bookkeeping starts at $350/month, and bookkeeping, CPA support, and tax returns can be combined into one predictable monthly payment.
I intentionally keep my client list small, so you work directly with a CPA who knows your business and reaches out throughout the year, not just at tax time.
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Min project size
$1,000+
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Hourly rate
$300+ / hr
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Employees
Freelancer
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Locations
Carlsbad, CA
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Year founded
Founded 2019
1 Locations
- Carlsbad , CA
Service Lines
- Accounting
- 70%
- Fractional CFO Services
- 10%
No Focus Areas have been added yet…
Industries
- Other industries
- 40%
- Consumer products & services
- 10%
- Real estate
- 10%
- Advertising & marketing
- 5%
- Arts, entertainment & music
- 5%
- Business services
- 5%
- Food & Beverage
- 5%
- Franchises
- 5%
- Home Services
- 5%
- Retail
- 5%
- Sports
- 5%
Clients
- Small Business (<$10M)
- 90%
- Midmarket ($10M - $1B)
- 10%
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Our Story
My accounting career began at 15, keeping the books for my aunt and uncle's carpet business. After 20 years in public accounting and over 10 in private industry, from family businesses to private equity funds, I built Bluebird around one idea: small business owners deserve a CPA who knows their numbers all year, not just at tax time. I keep my client list small so every client works directly with me, with proactive advice and real answers when they need them.
What Sets Us Apart
A CPA, not just a bookkeeper
Your books are kept by a licensed CPA with over 30 years of experience, so tax planning and advice are built on numbers I know firsthand.One predictable monthly fee
Bookkeeping, tax returns, and CPA support in one monthly payment, with no surprise invoices at tax time and no hourly charge for questions.You work directly with me
I keep my client list small on purpose, so you get real answers quickly from the person who knows your business, not a call center.Locations (1)
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