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Blystone & Bailey

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uuid000h3ix

Namestring
Blystone & Bailey
Legal namestring
Blystone & Bailey CPAs, PC
Company typeenum
Private
Founded yearint
1986
Descriptiontext

Blystone & Bailey, CPAs, PC is a Michigan-based professional corporation founded in 1986 by Glen Blystone and Thomas Bailey, providing audit, tax preparation and planning, payroll, bookkeeping, and advisory services to individuals and businesses. The firm operates from four Michigan offices (Mount Pleasant, Midland, Canadian Lakes/Stanwood, and Gaylord) and employs over 30 staff including CPAs, accountants, paraprofessionals, and support personnel. Its leadership team includes five current partners (Jill Bourland as Partner & CEO, Paul Truman, Leah Rau, Jonathon Crowley, and Bart Blystone), with co-founder Thomas Bailey now serving as of Counsel following retirement.

The firm serves clients across 10 specialized industry verticals including real estate, hospitality, oil/gas/energy, professional services, construction and transportation, manufacturing, retail, agriculture, franchising, and government/nonprofit. Differentiated capabilities include MSHDA, HUD, and LIHTC audits, brewery excise tax preparation, cost segregation studies for commercial real estate investors, and QuickBooks ProAdvisor support. The technology stack consists of standard professional services tools: QuickBooks ProAdvisor certification, SafeSend secure client portal for document exchange and K-1 distribution, NetStaff practice management, and CPACharge payment processing. The firm completed its AICPA three-year peer review in 2024.

The business model is relationship-driven professional services delivered through direct client engagements, with quote-based pricing tied to engagement scope and complexity. Revenue is generated across seven service lines: audit, tax preparation and planning, payroll, business services (bookkeeping/controller/financial reporting), QuickBooks ProAdvisor, financial planning, and cost segregation. The firm is privately held and bootstrapped, with no external funding rounds, parent company, or outside investors, and serves clients primarily across Michigan with virtual capabilities extending beyond the state.

Short descriptiontext

Blystone & Bailey is a Michigan-based CPA firm founded in 1986, providing audit, tax preparation and planning, payroll, bookkeeping, and advisory services across 10 industry verticals from four Michigan offices with over 30 staff.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersMount Pleasant, United States
HQ citystring
Mount Pleasant
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices4 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
accounting services, tax preparation planning, audit assurance services, payroll processing, bookkeeping services
Industry1 code
1Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting)
CodeBPAAAGAJPrimaryYes
NAICS code2 codes
  • Offices of Certified Public Accountants541211
  • Other Accounting Services541219
Product category
Accounting & Tax Services
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model7 records
1Audit Services
TypeProfessional Services
Description

Comprehensive audit services for financial statements, compliance audits, and third-party assurance engagements conducted in accordance with GAAS and GAAP.

blystonebailey.com
2Tax Preparation & Planning
TypeProfessional Services
Description

Tax return preparation and strategic tax planning services for individuals, corporations, and partnerships, utilizing current tax law database to minimize liabilities.

blystonebailey.com
3Payroll Services
TypeProfessional Services
Description

Full-service payroll processing including check issuance, tax return filing, and payroll tax compliance with over 30 years of expertise.

blystonebailey.com
4Business Services
TypeProfessional Services
Description

Comprehensive business services including bookkeeping, controller services, financial reporting, and strategic advisory for day-to-day and long-term business needs.

blystonebailey.com
5QuickBooks ProAdvisor Services
TypeProfessional Services
Description

QuickBooks installation, training, navigation, and ongoing support for businesses using QuickBooks software.

blystonebailey.com
6Financial Planning
TypeProfessional Services
Description

Consulting and advisory services including investment consulting, retirement planning, estate and business succession planning, estate tax planning, and insurance consulting.

blystonebailey.com
7Cost Segregation
TypeProfessional Services
Description

Strategic real estate tax technique for commercial investors to maximize depreciation deductions on property components, accelerating depreciation to limit tax liabilities.

blystonebailey.com
Marketing channels7 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Pricing details1 tier
1Professional services engagement-based pricing
ModelOtherBilling cadencePay-as-you-go
Notes

Services provided on a quote basis tailored to individual client needs and complexity of tax, audit, or business service requirements.

blystonebailey.com
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Core offering1 text field

Blystone & Bailey is a Michigan-based CPA firm providing audit, tax preparation and planning, payroll processing, bookkeeping and controller services, QuickBooks advisory, financial planning, and cost segregation studies. The firm serves individuals and businesses across ten specialized industries including real estate, hospitality, oil and gas, professional services, construction, manufacturing, retail, agriculture, franchising, and government/nonprofit. Services are delivered through four Michigan offices supplemented by virtual client engagement and a secure client portal.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 3 values shown
  • 40 years of continuous operation since 1986
+2 more records
Product overview1 text field

Blystone & Bailey is a full-service CPA firm offering a unified portfolio of accounting and advisory services. The core offering consists of tax preparation and planning, audit services, payroll processing, and business services (including bookkeeping and controller services). These are supplemented by specialized add-on services including QuickBooks ProAdvisor support, financial planning (investment, retirement, estate), and cost segregation for real estate investors. The firm also provides clients with technology-enabled resources including a SafeSend secure client portal for document exchange and a suite of financial planning calculators. The services are designed for individuals and businesses across diverse industries including real estate, hospitality, oil and gas, professional services, construction, manufacturing, retail, agriculture, franchising, and government/nonprofit sectors.

Product and service7 records
1Tax Preparation & Planning
CategoryTax services
Description

Tax return preparation and strategic tax planning services for individuals, corporations, and partnerships. The firm's partners and staff use current tax laws and databases to minimize tax liabilities and maximize financial opportunities across personal, business, and entity-level filings.

2Audit Services
CategoryAudit and assurance
Description

Comprehensive auditing services including risk assessment, internal control examination, substantive testing, and financial statement preparation conducted in accordance with GAAS and GAAP. Includes specialized audit work for nonprofit, governmental (MSHDA/HUD), construction, and hospitality entities.

3Payroll Services
CategoryPayroll services
Description

Full-service payroll processing including check issuance, payroll tax return filing, and compliance with changing employment laws. Backed by over 30 years of expertise, the practice also handles payroll tax filings for high-turnover workforces such as those in hospitality.

4Business Services
CategoryBookkeeping and outsourced accounting
Description

Comprehensive business support including day-to-day bookkeeping, financial reporting, controller services, and accounts payable/receivable management for businesses and long-term operational needs.

5QuickBooks ProAdvisor Services
CategorySoftware advisory and support
Description

Certified QuickBooks ProAdvisor services providing installation, training, navigation assistance, and ongoing support for businesses using QuickBooks desktop and QuickBooks Online cloud-based solutions.

6Financial Planning
CategoryFinancial advisory and planning
Description

Consulting and advisory services covering investment consulting, retirement planning, estate and business succession planning, estate tax planning, and insurance consulting for individuals and business owners.

7Cost Segregation
CategorySpecialized tax services
Description

Strategic real estate investment tax technique that accelerates depreciation deductions on property components to maximize cash flow and limit tax liabilities for commercial real estate investors.

Scale indicator4 records

Each record includes

Type, Value, Description, Source

Partnership3 partners
Strategic tierCoreTypeTechnology or IntegrationAnnounced on2010-01-01
Description

SafeSend provides secure client portal and document transfer system for Blystone & Bailey. Clients can log in to manage tasks, upload/download files, pay vouchers, and distribute K-1s. The direct secure file transfer link allows sending documents directly to firm contacts securely.

Strategic tierCoreTypeTechnology or Integration
Description

Blystone & Bailey staff are QuickBooks ProAdvisor certified, providing installation, navigation, training, and ongoing support for QuickBooks users. The firm specializes in both desktop and QuickBooks Online cloud-based solutions.

Strategic tierMinorTypeOthers
Description

Blystone & Bailey professionals maintain membership in MICPA, the Michigan Association of Certified Public Accountants, along with American Institute of Certified Public Accountants (AICPA).

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Market position
Competitive moat4 records

Each record includes

Type, Details

Key risks1 record

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment10 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile6 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles9 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Blystone & Bailey

Accounting & Tax Servicesblystonebailey.com

Blystone & Bailey is a Michigan-based CPA firm founded in 1986, providing audit, tax preparation and planning, payroll, bookkeeping, and advisory services across 10 industry verticals from four Michigan offices with over 30 staff.

What Blystone & Bailey does

Blystone & Bailey, CPAs, PC is a Michigan-based professional corporation founded in 1986 by Glen Blystone and Thomas Bailey, providing audit, tax preparation and planning, payroll, bookkeeping, and advisory services to individuals and businesses. The firm operates from four Michigan offices (Mount Pleasant, Midland, Canadian Lakes/Stanwood, and Gaylord) and employs over 30 staff including CPAs, accountants, paraprofessionals, and support personnel. Its leadership team includes five current partners (Jill Bourland as Partner & CEO, Paul Truman, Leah Rau, Jonathon Crowley, and Bart Blystone), with co-founder Thomas Bailey now serving as of Counsel following retirement.

The firm serves clients across 10 specialized industry verticals including real estate, hospitality, oil/gas/energy, professional services, construction and transportation, manufacturing, retail, agriculture, franchising, and government/nonprofit. Differentiated capabilities include MSHDA, HUD, and LIHTC audits, brewery excise tax preparation, cost segregation studies for commercial real estate investors, and QuickBooks ProAdvisor support. The technology stack consists of standard professional services tools: QuickBooks ProAdvisor certification, SafeSend secure client portal for document exchange and K-1 distribution, NetStaff practice management, and CPACharge payment processing. The firm completed its AICPA three-year peer review in 2024.

The business model is relationship-driven professional services delivered through direct client engagements, with quote-based pricing tied to engagement scope and complexity. Revenue is generated across seven service lines: audit, tax preparation and planning, payroll, business services (bookkeeping/controller/financial reporting), QuickBooks ProAdvisor, financial planning, and cost segregation. The firm is privately held and bootstrapped, with no external funding rounds, parent company, or outside investors, and serves clients primarily across Michigan with virtual capabilities extending beyond the state.

Blystone & Bailey firmographics

Firmographics
Name
Blystone & Bailey
Legal name
Blystone & Bailey CPAs, PC
Website
https://blystonebailey.com
Company type
Private
Founded year
1986
Operating status
Operating
Headcount range
11–50 employees
Short description
Blystone & Bailey is a Michigan-based CPA firm founded in 1986, providing audit, tax preparation and planning, payroll, bookkeeping, and advisory services across 10 industry verticals from four Michigan offices with over 30 staff.
Ownership category
akta.pro rank

Blystone & Bailey industry classification

Industry
Product category
Accounting & Tax Services
NAICS
Offices of Certified Public Accountants (541211), Other Accounting Services (541219)
akta.pro primary industry
Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

  • Accounting services
  • Tax preparation planning
  • Audit assurance services
  • Payroll processing
  • Bookkeeping services

Where Blystone & Bailey is headquartered

Location

Headquarters

HQ city
Mount Pleasant
HQ country
United States
HQ region
North America

Offices4 records

Markets served

Blystone & Bailey business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

  1. Audit Services: Comprehensive audit services for financial statements, compliance audits, and third-party assurance engagements conducted in accordance with GAAS and GAAP.
  2. Tax Preparation & Planning: Tax return preparation and strategic tax planning services for individuals, corporations, and partnerships, utilizing current tax law database to minimize liabilities.
  3. Payroll Services: Full-service payroll processing including check issuance, tax return filing, and payroll tax compliance with over 30 years of expertise.
  4. Business Services: Comprehensive business services including bookkeeping, controller services, financial reporting, and strategic advisory for day-to-day and long-term business needs.
  5. QuickBooks ProAdvisor Services: QuickBooks installation, training, navigation, and ongoing support for businesses using QuickBooks software.
  6. Financial Planning: Consulting and advisory services including investment consulting, retirement planning, estate and business succession planning, estate tax planning, and insurance consulting.
  7. Cost Segregation: Strategic real estate tax technique for commercial investors to maximize depreciation deductions on property components, accelerating depreciation to limit tax liabilities.

Pricing tiers

ModelBillingPrice
OtherPay-as-you-goProfessional services engagement-based pricing

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Blystone & Bailey product offering

Product offering

Core offering

Blystone & Bailey is a Michigan-based CPA firm providing audit, tax preparation and planning, payroll processing, bookkeeping and controller services, QuickBooks advisory, financial planning, and cost segregation studies. The firm serves individuals and businesses across ten specialized industries including real estate, hospitality, oil and gas, professional services, construction, manufacturing, retail, agriculture, franchising, and government/nonprofit. Services are delivered through four Michigan offices supplemented by virtual client engagement and a secure client portal.

Product overview

Blystone & Bailey is a full-service CPA firm offering a unified portfolio of accounting and advisory services. The core offering consists of tax preparation and planning, audit services, payroll processing, and business services (including bookkeeping and controller services). These are supplemented by specialized add-on services including QuickBooks ProAdvisor support, financial planning (investment, retirement, estate), and cost segregation for real estate investors. The firm also provides clients with technology-enabled resources including a SafeSend secure client portal for document exchange and a suite of financial planning calculators. The services are designed for individuals and businesses across diverse industries including real estate, hospitality, oil and gas, professional services, construction, manufacturing, retail, agriculture, franchising, and government/nonprofit sectors.

Differentiator

Problem solved

Functional benefit

Products and services

  • Tax Preparation & Planning Tax return preparation and strategic tax planning services for individuals, corporations, and partnerships. The firm's partners and staff use current tax laws and databases to minimize tax liabilities and maximize financial opportunities across personal, business, and entity-level filings.
  • Audit Services Comprehensive auditing services including risk assessment, internal control examination, substantive testing, and financial statement preparation conducted in accordance with GAAS and GAAP. Includes specialized audit work for nonprofit, governmental (MSHDA/HUD), construction, and hospitality entities.
  • Payroll Services Full-service payroll processing including check issuance, payroll tax return filing, and compliance with changing employment laws. Backed by over 30 years of expertise, the practice also handles payroll tax filings for high-turnover workforces such as those in hospitality.
  • Business Services Comprehensive business support including day-to-day bookkeeping, financial reporting, controller services, and accounts payable/receivable management for businesses and long-term operational needs.
  • QuickBooks ProAdvisor Services Certified QuickBooks ProAdvisor services providing installation, training, navigation assistance, and ongoing support for businesses using QuickBooks desktop and QuickBooks Online cloud-based solutions.
  • Financial Planning Consulting and advisory services covering investment consulting, retirement planning, estate and business succession planning, estate tax planning, and insurance consulting for individuals and business owners.
  • Cost Segregation Strategic real estate investment tax technique that accelerates depreciation deductions on property components to maximize cash flow and limit tax liabilities for commercial real estate investors.

Quantifiable outcome

  • 40 years of continuous operation since 1986
  • +2 more outcomes

Companies that use Blystone & Bailey

Customer profile

Segments10 records

Ideal customer profiles6 records

Blystone & Bailey technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Blystone & Bailey partnerships and signals

Strategic signal

Partnerships

Three partnerships are on record, tiered core and minor.

  • SafeSendcoreTechnology or Integration · 1 January 2010SafeSend provides secure client portal and document transfer system for Blystone & Bailey. Clients can log in to manage tasks, upload/download files, pay vouchers, and distribute K-1s. The direct secure file transfer link allows sending documents directly to firm contacts securely.
  • Intuit QuickBookscoreTechnology or IntegrationBlystone & Bailey staff are QuickBooks ProAdvisor certified, providing installation, navigation, training, and ongoing support for QuickBooks users. The firm specializes in both desktop and QuickBooks Online cloud-based solutions.
  • Michigan Association of Certified Public Accountants (MICPA)minorOthersBlystone & Bailey professionals maintain membership in MICPA, the Michigan Association of Certified Public Accountants, along with American Institute of Certified Public Accountants (AICPA).

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Blystone & Bailey competitors and assessment

Company assessment

Market position

Competitive moat4 records

Key risks1 record

Key highlights7 records

Customer concentration

Blystone & Bailey social profiles

Digital presence

Blystone & Bailey financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Blystone & Bailey leadership team

Management profile

Number of profiles

Profiles9 records

Blystone & Bailey funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Blystone & Bailey M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Blystone & Bailey

What does Blystone & Bailey do?

Blystone & Bailey is a Michigan-based CPA firm providing audit, tax preparation and planning, payroll processing, bookkeeping and controller services, QuickBooks advisory, financial planning, and cost segregation studies. The firm serves individuals and businesses across ten specialized industries including real estate, hospitality, oil and gas, professional services, construction, manufacturing, retail, agriculture, franchising, and government/nonprofit. Services are delivered through four Michigan offices supplemented by virtual client engagement and a secure client portal.

Is Blystone & Bailey a public or private company?

Blystone & Bailey is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Blystone & Bailey founded?

Blystone & Bailey was founded in 1986. It employs 11 to 50 people.

Where is Blystone & Bailey based?

Blystone & Bailey is headquartered in Mount Pleasant, United States, in the North America region.

How does Blystone & Bailey make money?

Seven revenue lines are on record. Audit Services are the primary driver. The others are tax Preparation & Planning, payroll Services, business Services, quickBooks ProAdvisor Services, financial Planning and cost Segregation.

Does Blystone & Bailey have an API?

No public API is recorded for Blystone & Bailey.

What industry is Blystone & Bailey in?

Blystone & Bailey's product category is Accounting & Tax Services. Its primary akta.pro industry code is BPAAAGAJ, Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting). Its NAICS code is 541211.

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