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Combined Services

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Structure + CFO Strategy = Scalable Success

Our Combined Services package gives you high-level financial leadership and operational infrastructure — built for serious growth.

This Page Is for You If…

✅ You’ve outgrown your current accountant

✅ Your books are behind and your operations are messy

✅ You’re earning over $300K and want control, not chaos

✅ You’re ready to make high-level decisions with clean data and a strong foundation

What You Get With Combined Services:

CFO-Led Accounting & Bookkeeping:

  • Monthly reconciliation, reporting, and categorization

  • Custom financial dashboards

  • Cash flow forecasting & KPI tracking

  • Budget creation & strategic reviews

  • Dedicated financial advisory

Operational Development:​

  • SOPs, workflows, and policies

  • Automation of admin and financial tasks

  • Team structure and systems implementation

✅ This is not basic bookkeeping. This is a full executive-level infrastructure build.

You Can’t Scale What You Can’t Measure — or Manage

You’re not just getting clean books — you’re getting a CFO on your side and a COO in your systems.

  • A clean chart of accounts without policies = inefficiency

  • A team with no SOPs and no books = missed revenue

  • A fast-growing business with no infrastructure = burnout

💡 If your team needs you to answer the same questions every day, we’ll fix that.

$1,500 Combined Diagnostic — Full Financial + Operational Strategy Review

Businessman using a tablet with upward financial growth icons, representing strategic planning, revenue growth, and financial leadership

  • Full review of your financial systems and data

  • Operational audit and documentation evaluation

  • Written report outlining gaps, risks, and opportunities

  • Strategic proposal for phased implementation

✅ One diagnostic. Two pillars of your business. Total clarity.

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How It Works: Unified & Streamlined

  • Take the Business Assessment (optional but helpful)

  • Book your call

  • Sign the diagnostic engagement agreement

  • Complete your intake form and remit payment 

  • Receive your full strategy report

  • Begin your transformation with a clear roadmap

Client Success Story 

One client came to me with $400K in revenue and zero structure — financial or operational. Their reports were unreliable, their onboarding was verbal, and their team had no direction. After one combined diagnostic, we rebuilt their financial system and designed SOPs. The result? A business that finally ran like one — with the CEO back in control.”

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You don’t need a full C-suite — you just need the right systems, a strategy, and a partner who can build both.

-Renee L. Bartee

 Bartee Accounting Services & Integrated Corporate Solutions, LLC

The Right Time to Align Your Business Is Now

When your finances and operations are in sync, growth becomes sustainable. Let’s build your back office into a launchpad — not a liability.

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