
Bartee Accounting Services & Integrated Corporate Solutions, LLC
(504) 405 - 4446
Providing services locally, statewide, and nationwide.
Accounting & Bookkeeping Services

Is This You?
✅ You’ve outgrown DIY bookkeeping or your current accountant
✅ Your business generates $300K+ and your finances are getting more complex
✅ You want proactive insight — not just reports
✅ You need a financial partner who can grow with your business
We Offer Two Powerful Paths — Chosen Based on Your Business Needs
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For stable operations needing clean, consistent books
Includes reconciliation, categorization, and monthly reporting
Ideal for maintaining order and compliance
Monthly Bookkeeping & Accounting

For scaling businesses that need strategy and insight
Includes financial forecasting, KPI tracking, strategic planning
Ideal for growth-focused founders and complex finances
CFO-Led Services
What You Might Receive, Depending on Service Fit:
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Standard Support May Include:
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Reconciliation of bank, credit, and merchant accounts
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Categorization of transactions
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P&L, Balance Sheet, and Cash Flow reports
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Expense monitoring
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Quarterly check-ins
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CFO-Led Support May Include:
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Custom financial dashboards
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Strategic cash flow planning
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Profitability and performance metrics
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Quarterly or monthly strategy calls
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Budgeting & forecasting support
We Don’t Guess — We Diagnose First, Then Deliver What You Actually Need
Every client starts with a diagnostic so we can assess the true state of your financials and what level of support your business actually needs.
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​If you're looking for monthly bookkeeping, we’ll review your reconciliations, categorizations, reporting gaps, and compliance needs.
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​​​But if your business requires more — forecasting, budgeting, financial strategy — our CFO-Led Diagnostic goes deeper, offering insights beyond the books.
✅ Diagnostic Fee - Standard Accounting & Bookkeeping: $650
✅ Diagnostic Fee - CFO-Led Accounting & Bookkeeping: $950
How It Works
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Take the Free Business Assessment (optional but recommended)
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Book your call
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Sign your Diagnostic Assessment Engagement agreement
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Submit intake form & remit payment
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Receive your full assessment + custom proposal
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Begin the service tier that’s right for you

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When your numbers make sense, your business decisions do too.
- Renee L. Bartee
Bartee Accounting Services & Integrated Corporate Solutions, LLC