Bartee Accounting Services & Integrated Corporate Solutions, LLC
Providing services locally, statewide, and nationwide.
Frequently Asked, Confidently Answered
Transparent, structured, and built to support your growth - here’s what you need to know.
General
Q: What services do you offer?
Our Financial Cleanup & Restoration services are best suited for established small businesses with financial records that are inaccurate, incomplete, unreconciled, unsupported, or no longer reliable for decision-making.
We are a strong fit for business owners who are prepared to provide the requested documentation, accounting-system access, and timely responses needed to complete a thorough diagnostic and cleanup process.
Fit is determined by the condition and complexity of the records and the owner’s readiness to participate—not revenue alone.
Q: Who are your services best suited for?
Our cleanup and restoration services are best suited for established small businesses generating between $100,000 and $500,000 in annual revenue, or businesses with complex financial activity that requires accurate records, reconciliations, and documentation.
We are a strong fit for businesses that have grown, but whose financial records, processes, or reporting have not kept up with the business.
Q: Do you work with startups or very small businesses?
Financial Cleanup & Restoration is generally designed for established businesses with existing financial activity that must be reviewed, corrected, and restored.
A newer or smaller business may still qualify when it has significant transaction activity, unreconciled accounts, incomplete records, or other financial complexity. Each business is evaluated individually during the Discovery Call.
Q: What industries do you specialize in?
We specialize in Financial Cleanup & Restoration for established service-based businesses, including:
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General and specialty contractors
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Law firms
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Personal care and mobile service businesses
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Professional service firms
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Short-term and vacation rental hosts
Our work addresses both general bookkeeping problems and industry-related financial activity, such as job costs, client costs, retainage, platform payouts, service packages, vendor activity, and property-level records.
Businesses outside these industries may also be considered based on their financial complexity and cleanup needs.
Q: What makes your firm different from other bookkeepers or accountants?
We do not simply enter transactions or maintain books that are already broken.
Our focus is on diagnosing, cleaning, and restoring financial records so the business owner can trust the numbers again. We look beyond basic bookkeeping to identify what is missing, what is inaccurate, what does not reconcile, and what needs to be corrected before the business moves forward with ongoing accounting or financial management.
Q: Can I schedule a free Discovery Call?
Yes. We offer a free 30-minute Discovery Call to discuss your concerns and determine whether Financial Cleanup & Restoration may be the right fit for your business.
The Discovery Call is for fit and clarity only. It does not include analysis of your financial records, advisory services, or professional recommendations.
If your business appears to be a fit, the next step is a paid Diagnostic Assessment to evaluate the condition of your records and determine what cleanup or restoration work may be required.
Q: Do you work virtually or in person?
We are a fully virtual firm. Client communication, onboarding, document collection, diagnostic assessments, and services are handled online. This allows us to work efficiently with businesses regardless of location.
Q: Do you offer one-time services or only monthly services?
Our cleanup and restoration work is usually project-based. After the cleanup or restoration process is complete, ongoing accounting, reporting, financial management, or operational support may be recommended under a separate engagement if appropriate.
Financial Cleanup & Restoration
Q: What is Financial Cleanup & Restoration?
Financial Cleanup & Restoration is the process of reviewing, correcting, reconciling, and organizing financial records so the business can rely on its numbers again. This may include reviewing prior activity, correcting inaccurate entries, identifying missing information, reconciling accounts, cleaning up the chart of accounts, reviewing balances, and preparing the records for better reporting and decision-making.
Q: How do I know if my books need cleanup?
Your books may need cleanup if:
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Bank or credit card balances do not match
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Accounts have not been reconciled
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Reports do not make sense
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Old errors keep rolling forward
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Income or expenses are misclassified
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Personal and business activity are mixed
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Loan, payroll, sales tax, or liability accounts are unclear
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You do not trust your financial reports
If the numbers create confusion instead of clarity, cleanup may be needed.
Q: Are up-to-date books the same as accurate books?
No. Books can be up to date and still be inaccurate. “Up to date” usually means transactions have been entered. “Accurate” means the records have been reviewed, reconciled, classified properly, and supported by documentation. That is why review and restoration matter.
Q: What does your cleanup service include?
The final cleanup scope depends on the condition of the records. Cleanup may include:
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Reviewing prior financial activity
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Reconciling bank, credit card, loan, and other accounts
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Correcting inaccurate or duplicate entries
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Reviewing uncategorized or misclassified transactions
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Cleaning up the chart of accounts
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Reviewing opening balances and account balances
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Identifying missing documentation
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Preparing cleaner reports for decision-making
A final cleanup scope is determined after the diagnostic assessment.
Q: Do you provide tax preparation?
No. We do not provide tax preparation as part of cleanup and restoration services. Our work focuses on financial record accuracy, cleanup, reconciliation, reporting, and business financial clarity. Clean records may support tax preparation, but tax filing should be handled by a qualified tax preparer or tax professional.
Q: Do you guarantee that all prior records can be fully corrected?
No. Some records may have missing documents, incomplete history, unsupported transactions, or issues that cannot be fully reconstructed.
The purpose of the diagnostic assessment is to determine the condition of the records, identify what can reasonably be corrected, and recommend a cleanup or restoration path based on the information available.
Diagnostic Assessment
Q: Why is a Diagnostic Assessment required?
Financial Cleanup & Restoration cannot be accurately scoped, priced, or scheduled without first evaluating the condition of the records.
The paid Diagnostic Assessment allows us to identify inaccuracies, missing information, unreconciled accounts, unsupported activity, and other issues affecting the reliability of your books. The findings are then used to determine what can reasonably be corrected and to develop the recommended cleanup or restoration scope.
This protects both you and the firm from guessing about the work, timeline, or project fee.
Q: Why do you charge a diagnostic fee?
The diagnostic assessment allows us to evaluate the condition of your financial records before quoting cleanup or restoration work. This helps us identify what is inaccurate, incomplete, unreconciled, missing, or unclear so we can determine the appropriate next step.
The diagnostic assessment protects both the client and the firm from guessing at the scope, timeline, or fee before the records are reviewed.
Q: How much is the diagnostic fee?
The Cleanup & Restoration Diagnostic Assessment is $875. This fee covers the initial review and assessment needed to evaluate the condition of your financial records and determine the recommended cleanup or restoration scope. The diagnostic fee does not include cleanup work. After the assessment is completed, a separate cleanup proposal will be provided if additional work is recommended.
Q: Is the diagnostic fee applied to the cleanup service?
No. The Diagnostic Assessment is a separate professional engagement with its own review, evaluation, findings, and recommended scope.
The $875 diagnostic fee is not a deposit toward cleanup services. If cleanup or restoration work is recommended, you will receive a separate proposal based on the diagnostic findings
Q: What happens after the diagnostic assessment?
After the assessment, you will receive a written summary of the findings and the recommended cleanup or restoration scope.
If additional work is recommended, you will receive a separate proposal outlining the proposed services, project fee, and next steps. You may review the proposal before deciding whether to proceed.
The Diagnostic Assessment does not automatically begin a cleanup engagement.
Q: Will I receive a report?
Yes. You will receive a written Diagnostic Findings Summary explaining the significant conditions identified during the assessment and the recommended next steps.
When cleanup or restoration services are recommended, the findings will be used to develop a separate project proposal.
Payment & Billing
Q: How do I pay for the diagnostic assessment?
Diagnostic assessments are paid before the review begins.
Payment instructions are provided after the Diagnostic Engagement Agreement is signed. Once payment is received, you will receive the intake form and document request instructions.
Q: How do I pay for cleanup or restoration services?
Cleanup and restoration services are billed according to the approved proposal and service agreement. Payment terms will be provided before the cleanup work begins. Depending on the scope, payment may be required upfront, in phases, or according to an agreed project schedule.
Engagement & Onboarding
Q: How do I get started?
The process begins with a free 30-minute Discovery Call.
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Schedule your Discovery Call.
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Discuss your concerns and determine whether the business may be a fit.
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If approved to proceed, receive access to the onboarding instructions.
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Review the Diagnostic Engagement Agreement.
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Confirm your intent to proceed and sign the agreement through the secure Dropbox signature link.
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Submit the $875 diagnostic payment.
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Complete the required intake form.
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Upload the requested documents and provide the necessary software access.
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The Diagnostic Assessment begins after all requirements have been received.
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Receive your findings and recommended next steps.
Q: What documents will I need to provide?
The documents required will depend on your business, accounting system, and areas of concern. They may include:
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Bank and credit-card statements
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Loan statements
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Payroll reports
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Prior financial statements
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Chart of accounts
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Prior reconciliation reports
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Relevant tax returns
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Supporting documentation for unusual or unclear transactions
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Access to your accounting software and other applicable financial systems
After the Diagnostic Engagement Agreement is signed and payment is received, you will receive a tailored document checklist and a secure Dropbox file request.
Please do not email sensitive financial documents unless specifically instructed to do so.
Q: When does the diagnostic assessment begin?
The Diagnostic Assessment begins after we receive:
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The signed Diagnostic Engagement Agreement
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Payment of the diagnostic fee
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The completed intake form
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All required documents
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Necessary accounting-software or system access
The assessment cannot begin with an incomplete intake form or missing required information. Missing materials may delay the scheduled start of the engagement.
Q: When do cleanup or restoration services begin?
Cleanup or restoration services begin only after the diagnostic assessment is completed, a proposal is issued, and the client approves the cleanup scope, fee, and service agreement. The diagnostic assessment does not automatically start the cleanup project.
Q: What if I do not move forward after the diagnostic assessment?
You are not required to move forward with cleanup services after the diagnostic assessment. The diagnostic assessment is a separate service that helps identify the condition of the records and the recommended next steps. If you choose not to proceed, no cleanup work will begin.
Cancellation & Termination
Q: What’s your cancellation policy?
Cancellation terms depend on the type of engagement and will be outlined in the applicable agreement.
Diagnostic assessment fees are generally non-refundable once the assessment process has begun, because time and professional review are involved.
Cleanup and restoration service cancellation terms will be included in the service agreement before work begins.