Woodard®️ Top 50 Client Accounting Services Award Firm Spotlight: Blue Fox

Providing top-tier accounting and bookkeeping services for clients is a constantly-evolving challenge. Client accounting services (CAS) firms need to be agile, smart, and adaptable to meet the needs of their clients in today’s world. 

That’s why today, we’re spotlighting Blue Fox, a Melbourne, FL-based CAS firm whose commitment to excellence earned them a place among our Top 50 CAS firms at Scaling New Heights 2024.

Cheerfully providing outsourced accounting and tax services

Founded in 2010 by Chantal Sheehan, Blue Fox specializes in providing outsourced accounting, bookkeeping, and financial consulting services for nonprofits and social enterprises. The company’s team of experts believes in showing clients that the true value of a professional accounting team is “beyond precise data entry”—it’s about setting clients up for success, no matter what that means for their businesses' unique needs. 

Blue Fox is known for being responsive and deeply committed to supporting clients in making a difference. Its team takes a “radically client-centric” approach to help organizations streamline back-office operations, empowering social impact and nonprofit leaders to focus on their missions. To this end, Blue Fox offers services like virtual CFO support, tech solutions, tax preparation services, payroll management, and coaching services. Its teams’ approach works to deliver strategic insights and financial frameworks that foster sustainable growth for social impact organizations.

Sheehan, the firm’s CEO, reflecting on winning The Woodard®️ Top 50 Client Accounting Services Practice Award, said that it “signals a new level of honor and achievement” for their team. “We are delighted and humbled to be named a Top 50 CAS Practice nationally,” she said. 

When asked what has contributed to the firm’s success, Sheehan said, “Everyone defines success differently. At Blue Fox, we always say that only two things really matter: one, that our team members are happy and fulfilled, and two, that our clients are happy and stress-free. We’ve carefully and intentionally constructed our staffing model, our systems, and our company culture to align with our values. This laser focus on what matters to us, along with our holistic approach to client service, is what makes us unique, impactful, and successful.”

Celebrating achievements at Scaling New Heights 

Joe Woodard, founder and CEO of Woodard®️, emphasized the importance of adapting to the profession's significant disruptions and innovating and paving new pathways to support and transform business clients. With its innovative approach and commitment to clients, Blue Fox has done just that. 

The Woodard®️ Top 50 Client Accounting Services Practice Awards‘ rigorous evaluation process involves an expert panel of external consultants and Woodard's own team of bookkeeping and practice coaches, ensuring that the award truly recognizes the industry's top-tier performers. 

As we celebrate Blue Fox’s accomplishments, we look forward to seeing what unique innovations this firm brings to the industry in the future. 

Learn more about their commitment to clients, innovative approach to supporting businesses, and hardworking team here.