So You Can Thrive™

Business Services Centered Around Efficiently Supporting the Operations of Your Organization

Our Services

Services To Support Your Growth

BlueStone has built a strong infrastructure and a full suite of services to support a range of organizations including start-up businesses, established companies, non-profits, and family offices. When you work with BlueStone, experienced, talented professionals help you with a range of responsibilities encompassing core functions, customized back-office solutions, and key advisory needs, leaving you free to concentrate on the leadership role that your organization needs. Use your time wisely. So you can thrive.

Key Benefits of BlueStone

  • Allows for your team to focus on core responsibilities
  • Improves your efficiencies around accounting controls and reporting
  • Allows you to leverage BlueStone’s outsourcing infrastructure on your own time as you grow
  • Your BlueStone outsourcing team will include personnel skilled in accounting, US-GAAP, finance, and tax. This team approach allows you to access high-quality services and helps ensure compliance with ever changing tax regulations.
  • Timely access to skilled accounting and human resource personnel. We can provide support to or completely fill the roles of a CFO, Controller, Staff Accountant, Tax Accountant, Human Resource Support, etc.

The BlueStone Team Difference

Our team is comprised of industry leaders and influencers who make it their priority to keep BlueStone clients ahead of the ever changing business environment by sharing their knowledge and know how. You can have peace of mind knowing your BlueStone Services team is being proactive and delivering results, so you can focus on running your organization.

Services So You Can Thrive

BlueStone’s team of experienced professionals with a variety of specializations allows us to offer customized services designed to address the unique needs of each client. We provide assistance and advice to streamline your day-to-day operations, and help lower overhead costs without sacrificing quality or productivity.  Whether you are looking for payroll services, support with accounting and finance, need improved management reporting, want help enhancing your business, or need help with your infrastructure BlueStone Services has a solution for you. Our service areas include:

  • Payroll and Human Capital Management Platform
  • Human Resources Consulting
  • Outsourced Accounting Solutions
  • Business Consulting

Human Capital Management, Payroll, and Human Resources

We offer customized and flexible human capital management systems combining every capability you may need in a payroll firm, with our state-of-the-art, cloud-based payroll platform, backed by a certified public accounting firm you trust. We will manage your tax withholdings, payments, and filings accurately and on time while providing the reporting you need to run your business or family office. Human Resources advisors will help you with the complex needs of personnel.

► Payroll Client Portal

Services So You Can Thrive
  • Human resource consulting
  • Connections to excellent benefits partners and 401(k) providers
  • Full capability, single sign-on payroll solution integrated with all of the below:
    • Time and attendance solution
    • Benefits administration
    • Onboarding and applicant tracking
    • Work opportunity tax credit services
    • ACA compliance services
    • Pay-as-you-go Workers’ Comp
    • Human Resources guidance and operations
    • Learning Management program

Outsourced Accounting Solutions

Maintain confidence with complete, accurate and timely financial data that you need to sustain your organization. We engage directly with your team to provide a scalable, one-stop, high quality back office solution. We can be virtual or onsite and have the staff and technology to ensure dependability and flexibility.

Services So You Can Thrive

  • General ledger maintenance
  • Financial statement preparation
  • Bill payment and classification
  • Fixed asset and depreciation maintenance
  • Custom reporting
  • Sales tax compliance
  • Payroll processing
  • Customer sales invoicing
  • Forms 1099 preparation and data gathering
  • Income tax return preparation and compliance including international company compliance reports
  • Reporting to help you plan ahead

Other Outsourced Services

We provide outsourced management accounting, controller, and C-Suite services to small and midsize businesses. We can become your complete accounting department or augment your in-house staff.  No matter your needs, we bring experienced professionals with specialized skill sets to navigate through your challenges. Our CPAs and consultants work on site as needed, positioning us to address pressing financial concerns, mentor staff, and provide constructive guidance when you face critical decisions.

Services So You Can Thrive
  • Evaluations of your accounting, finance, and internal control functions with a thorough report for management.
  • Help you start up and create your business and obtain federal and state ID numbers and registrations
  • Preparation or review of monthly financial statements
  • Help train your accounting staff
  • Guide and assist you in understanding information about your business
  • Periodically meet with you to review accounting results and recommendations
  • Provide assistance with cash management
  • Develop accounting policies and procedures
  • Document and test internal controls
  • Assist with work flow processes and infrastructure
  • Planning, modeling, budgeting and forecasting
  • Coordinate with legal services
  • Coordinate business protection insurance coverage
  • Assist with preparation and management of audits
  • Make presentations to the Board of Directors
  • Maintain owners’ equity accounts
  • Assist with bank and asset-based financing
  • Provide Merger & Acquisition services, including due diligence, acquisition analysis, and post-merger integration
  • Perform forensic and fraud evaluations
  • Provide recommendations to improve business process & technology
  • And much, much more as we develop a bespoke plan for you and your business

IT & CyberSecurity Services

BlueStone’s technology consulting team is dedicated to empowering organizations to defend and manage their mission critical data. Their passion is to help small to mid-sized organizations  thoughtfully build an effective cybersecurity program as well as extend their traditional technology infrastructure.

Services So You Can Thrive
  • Cyber risk assessment
  • Cyber Defense
  • System and End Point Protection
  • Encryption Services
  • Risk Intelligence
  • Smart Mobility
  • Microsoft Office365 Hosted Application Suite
  • Spam Filter and Advanced Threat Protection
  • Hosted or Virtualized Infrastructure
  • Managed Services

Business Consulting

BlueStone’s business consulting team and its partners focus on supporting the growth of our clients toward long-term, sustainable value creation using facts, analysis, and rational advice. We focus on middle-market businesses in a range of industries from medical to service to industrial and manufacturing.

Services So You Can Thrive

  • Strategic guidance
  • Restructuring
  • Mergers & Acquisitions
  • Core business analytics
  • Enterprise valuation
  • Operational enhancement
  • Organization value

Family Office Services

Families with wealth have many wonderful opportunities yet also face additional complexities accompanying that wealth. BlueStone will help manage those complexities. In a timely, accurate, and completely confidential manner, we provide tailored solutions that professionalize the operations of your family office. We free up the most valuable asset your family has – time – to experience life as you wish, and enjoy your personal interests.

Services So You Can Thrive

  • Family Legacy guidance in partnership with Aspida360’s More Than Money™ Vault (MTM Vault –
  • Customized back-office solutions
    • Accounting
    • Reporting
    • Philanthropic activity management
    • Trust oversight
  • Asset acquisition and management
    • Aircraft
    • Marine vessels
    • Automobiles
    • Artwork
    • Precious metals
  • Service provider oversight
  • Personnel management
  • Tax planning and compliance
  • Other custom services as requested

Contact Us

If you would like to contact us, please take a moment to fill out the form below and a BlueStone representative will get right back to you. Or call us at 888.797.BLUE (2583)

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