CPA Firm in Ocala

Accounting and Bookkeeping in Ocala, FL

Welcome to Blue Heron CPAs

Your Trusted Accounting Partner in Ocala, Florida

Accounting and Tax Services in Ocala

In a fast-growing city like Ocala, bookkeeping and accounting services are essential for managing cash flow and making sound business decisions. However, many small businesses struggle to keep up with the demands of these tasks. That’s where Blue Heron CPAs comes in. Our team of certified public accountants (CPAs) can help you with a customer-focused process that makes tax preparation and bookkeeping less stressful.

Our CPA firm in Ocala has a focus on not just accounting, but also on building business intelligence so that your company can operate at its highest efficiency and capacity. We utilize tech-forward processes to inform large companies about their operations, while we take a customer-focused approach for small businesses in need of education from trusted accounting advisors.
golfing in the villages

Business Accounting in Ocala

  • Tax Preparation for LLCs, Partnerships, and S Corps
  • Bill Pay
  • Bookkeeping Services
  • Tax Planning for Businesses
  • Tax Efficiency in Operations Consulting
  • Estimated Payment Calculation

Employee Based Businesses

Bookkeeping and accounting information is the foundation for scaling your business. In fact, accurate information is essential for making informed decisions about your finances. Blue Heron CPAs provides accurate and timely information, and we also create customized solutions to help you ingest and analyze your data.

Industries we service in Ocala, FL
  • Real Estate Agents
  • Manufacturing
  • Restaurant
  • Technology
  •  Construction

Owner Operated Businesses

Education and information on how to document and create deductions in your business can save you money. Therefore, Blue Heron CPAs focuses on teaching and being responsive to entrepreneurs as they start and grow their business. We understand that larger opportunities exist as your business becomes more successful and efficient.

Software We Recommend for Owner Operated Businesses
  • Bookkeeping: Quickbooks Online
  • APIs: Zapier
  • Mileage Tracking: MileIQ
  •  Payroll: Gusto

How We Work

Blue Heron CPAs offers consultative bookkeeping and accounting services. We invest the proper amount of time to ask the proper questions to understand your organization's needs and make helpful recommendations on tools to improve your operations.

In addition, we have invested in technology to make communications more efficient. Blue Heron CPAs uses an easy-to-use application called TaxDome, which we refer to as "Portal," to gather information from you and we never outsource our work to overseas agencies.

We have the following client offices, and are primarily based in Ocala.
  • Ocala – Located Close to the Downtown Square
  • Leesburg – Located next to City Hall in Downtown Leesburg 
Our consultative approach to accounting services helps develop better companies.

Bookkeeping Software

logo for quickbooks
We have Certified QuickBooks Online ProAdvisors on staff to help with your QuickBooks Online problems. We utilize QuickBooks Online because of its ability to share information easily with our clients, so that they have their information accessible and in front of them when decisions need to be made.

Additionally, we develop information through bookkeeping services to make your company better

Data Visualization Software

logo for Power BI
Blue Heron CPAs develops dashboards with Power BI, the leading visualization software developed by Microsoft. Power BI is a data visualization software that allows you to build dashboards and display information securely, quickly, and reliably.


Average Price

Minimum: $250

  • 1099-Rs
  •  W-2s
  • 1099-INT & 1099-DIV
  • Consolidated 1099

Business Tax Individual

Average Price

Minimum: $500

  • Included in Individual
  • Business – Sole Proprietor
  • Business – Single-Member LLC
  • Quickbooks Consultation
  • 1099 Preparation
  • Bookkeeping is not included