Appletree Business Services

We switched to Appletree after a bad experience with another accounting firm, and only wish I had made the change years ago. Karley has been awesome to work with, and we are finally getting the full financial picture that a small business owner needs. Andres has been helpful as well. Rekha was instrumental in getting our file migrated over and was a pleasure to work with.

Taxes can be very tedious and difficult to understand especially when starting a new business. Patrick directed me to two individuals, Courtney and Dan. They have played a critical role in the success I had this past year. I would highly recommend Apple Tree’s services to anyone who needs a timely, patient, vigilant and understanding tax/book keeping professional. I look forward to another worry free year.

The team at Appletree were incredibly helpful after an acquisition. In particular, they helped unearth important issues that I would have otherwise missed. Service has been fantastic and we are very happy.

Karley and her team have been instrumental in due diligence and business structure during acquisition. They have since assisted in accounting and bookkeeping after purchase and I would highly recommend all these services.

We absolutely love working with Appletree Business. Kirsten and Rachel are incredible — responsive, thoughtful, and just a joy to collaborate with. Before switching to Appletree, we had a bloated, expensive CFO solution that was way more than our small company needed. Making the switch was one of the best decisions we’ve made. Appletree gives us clean, clear reporting, super fast turnaround on any changes, and most importantly, it feels like working with real people who care. If you're still stuck with an overkill CFO setup, do yourself a favor: fire them and hire Appletree.