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Accounting & Bookkeeping Services

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Accounting That Grows With You — From Monthly Bookkeeping to CFO-Level Strategy

Get accurate books, strategic financial guidance, and clarity about your next business moves — all starting with a comprehensive diagnostic.

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

ocused businesswoman reviewing financial documents, representing monthly bookkeeping, transaction categorization, and accounting services

For stable operations needing clean, consistent books

Includes reconciliation, categorization, and monthly reporting

Ideal for maintaining order and compliance

Monthly Bookkeeping & Accounting

Business professional analyzing data and reports, representing CFO-led services including forecasting, KPI tracking, and financial strategy

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:

Standard Support May Include:

  • Reconciliation of bank, credit, and merchant accounts

  • Categorization of transactions

  • P&L, Balance Sheet, and Cash Flow reports

  • Expense monitoring

  • Quarterly check-ins

CFO-Led Support May Include:

  • Custom financial dashboards

  • Strategic cash flow planning

  • Profitability and performance metrics

  • Quarterly or monthly strategy calls

  • 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

  1. Take the Free Business Assessment (optional but recommended)

  2. Book your call

  3. Sign your Diagnostic Assessment Engagement agreement

  4. Submit intake form & remit payment

  5. Receive your full assessment + custom proposal

  6. Begin the service tier that’s right for you

Hands using a calculator while reviewing printed invoices at a desk with a computer, representing financial analysis and accounting review

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When your numbers make sense, your business decisions do too.

- Renee L. Bartee

  Bartee Accounting Services & Integrated Corporate Solutions, LLC

Clarity Starts Here.

Whether you need clean-up support, monthly guidance, or CFO-level insight — we’ll help you build a financial foundation that scales.

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