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.

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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:

Identifying inaccuracies in your financial records
Correcting misclassified and missing transactions
Reconciling accounts to ensure accuracy
Rebuilding your financial structure for reliability

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:

Maintain inaccurate books
Work around unresolved discrepancies
Build reports on unreliable data

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.

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

Free Guide: Move Beyond Messy Books and Rebuild Financial Clarity

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.

Inside the guide, you’ll learn:

Why messy books create bigger business problems
The difference between catch-up, cleanup, and restoration
Signs your business may need Financial Cleanup & Restoration
What unreliable records can reveal
How restored financial clarity supports more informed decisions

Send Me the Free Guide

Start with clarity before making your next financial decision.

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

Structure

We help structure 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:

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:

Ongoing accounting and financial management
CFO-level financial oversight and reporting
Operational and financial structure development

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.

Start With a Diagnostic Assessment

Every engagement begins with a structured assessment of your financial records. This allows Bartee Accounting Services & Integrated Corporate Solutions to:

Identify the condition of your books
Determine the scope of correction required
Provide a clear path forward

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.

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.

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.

Diagnostic Assessment Fee: $875