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Renee L. Bartee, MBA

We Don't Maintain Broken Books.

We Diagnose, Clean, and Restore Them. 

Renée L. Bartee, MBA
Accountant | Financial Cleanup & Restoration Specialist
30 Years of Accounting Experience

Bartee Accounting Services & Integrated Corporate Solutions, LLC (B.A.S.I.C.S.) provides virtual financial cleanup and restoration services for established small businesses nationwide. As a business management consultant and accountant, Renée L. Bartee helps diagnose, clean, and restore inaccurate financial records so business owners can move forward with clearer numbers and stronger decisions.

Not sure where to start? Schedule a 30-minute discovery call to discuss your financial cleanup and restoration needs.

Financial Cleanup & Restoration Is Foundational Work
Accountant reviewing business financial records as part of financial cleanup and restoration services.

Financial cleanup is not about catching up transactions. It is the process of:

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  • Identifying inaccuracies in your financial records

  • Correcting misclassified and missing transactions

  • Reconciling accounts to ensure accuracy

  • Rebuilding your financial structure for reliability

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If your records are incorrect, every financial decision built on them is compromised.

Accounting Does Not Begin Until Your Books Are Correct

Before any reporting, analysis, or advisory work can begin, your financial records must be accurate.

 

We do not:

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  • Maintain inaccurate books

  • Work around unresolved discrepancies

  • Build reports on unreliable data

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Every engagement begins with assessing and correcting your financial foundation.

A Structured Approach to Financial Correction

We do not approach cleanup as a simple catch-up task. We use a structured process to diagnose the condition of your financial records, correct the underlying issues, restore accuracy, and create the structure needed for better financial control. 

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The goal is not just to clean the books, it is to rebuild a financial foundation your business can rely on.​

Accountant's desk working on finanicals
Not Ready to Schedule Yet? Start With the Free Guide

Not every business owner is ready to schedule a call right away. This free guide was created to help you understand the signs of messy, unreliable, or inaccurate financial records so you can better recognize when cleanup and restoration may be needed.

Download The Business Owner’s Guide to Financial Cleanup & Restoration and learn why clean books are only the starting point — and why restored financial clarity matters for stronger business decisions.

Start with clarity before making your next financial decision.

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The DeCReaSE FrameworkTM

This is our structured process for decreasing financial chaos and restoring clarity to your books. It is designed to identify what is broken, correct what is inaccurate, rebuild reliability, and create the structure needed for stronger financial management.

Phase I - Cleanup & Restoration

Diagnose 

We diagnose the problem by assessing your financial records to identify inconsistencies, risks, errors, and breakdowns that are affecting the reliability of your numbers.

Clean

We correct misclassified, missing, duplicated, or inaccurate transactions and reconcile accounts to bring your books back into alignment.

Restore

We restore your financial foundation by rebuilding your financial records and reporting so they reflect the true condition of your business.

Phase II - Post-Restoration Progression

Strengthen

We help strengthen your financial system by organizing the processes, controls, and workflows needed to prevent the same breakdowns from continuing.

Elevate

Once your records are accurate and stable, your business is positioned for stronger financial management, reporting, strategy, and growth.

What Financial Cleanup & Restoration Addresses

Every cleanup engagement is different because every set of books has its own history, errors, and breakdowns. The purpose of this process is to identify what is inaccurate, correct what is unreliable, and restore the financial records so they can be used with confidence.​

Organized accounting workspace with financial reports and records for financial cleanup and restoration.

Financial Cleanup & Restoration may address:

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  • Bank and credit card reconciliation issues

  • Balance sheet discrepancies

  • Misclassified, missing, or duplicated transactions

  • Historical bookkeeping errors

  • Unreliable financial reports

  • Inconsistent account balances

  • Unclear owner contributions, draws, or transfers

  • Prior-period corrections

  • Cleanup needed before ongoing accounting or CFO-level support

After Restoration, Structure Matters

Once your financial records are accurate and reliable, your business is positioned for structured financial oversight. At that stage, you may choose to continue with: 

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  • Ongoing accounting and financial management

  • CFO-level financial oversight and reporting

  • Operational and financial structure development 

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This is only effective once your foundation has been properly restored.

Accountant reviewing financial reports with a business owner during a cleanup and restoration diagnostic assessment.
After the Discovery Call, the Diagnostic Assessment May Be the Next Step

Every cleanup engagement begins with understanding the condition of your financial records. The free discovery call helps determine whether a paid diagnostic assessment is the appropriate next step. ​

Financial Cleanup & Restoration Diagnostic Assessment — $875

Before I take on cleanup, restoration, or ongoing accounting work, I first assess the condition of your financial system.

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Many accounting relationships begin without a full review of the books, reconciliations, reports, documentation, account structure, and financial processes. When that happens, work may begin on records that are already unreliable.

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My diagnostic assessment is designed to identify what is wrong, why it matters, what needs to be restored, and what it may take to move forward. At the end of the assessment you receive a clear written findings report — what's wrong, what it will take to fix it, and what that costs.

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Diagnostic Assessment Fee: $875

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Let's begin the onboarding process!

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A strong business doesn’t start with hustle; it starts with a foundation.

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Systems. Structure. Strategy. That’s where real growth lives.

-Renée L. Bartee, MBA

CEO & Founder

 Bartee Accounting Services & Integrated Corporate Solutions, LLC

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