Bartee Accounting Services & Integrated Corporate Solutions, LLC
Providing services locally, statewide, and nationwide.
Client Onboarding & Diagnostic Review Portal
This is the starting point for businesses ready to move from confusion to clarity through a structured diagnostic process.
Start your engagement with Bartee Accounting Services & Integrated Corporate Solutions through a structured diagnostic process designed for clarity, readiness, and alignment.
We do not begin services without first evaluating your financial and operational foundation.
IMPORTANT NOTICE — PLEASE READ
This onboarding process is not a free consultation and does not automatically initiate services. Our Diagnostic Review is a paid engagement used to:
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Evaluate your current financial and operational structure
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Identify risks, gaps, and inefficiencies
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Determine whether our firm is the right strategic partner for your business
Proceed only if you are prepared to engage intentionally and professionally.
Not Sure Where to Start?
If you do not yet know the primary area of concern or are unsure which service applies to your situation, we recommend scheduling a 30-Minute Consultation first.
👉 Schedule a 30-Minute Consultation
(This allows us to clarify your needs before onboarding.)
Step 1: Select Your Diagnostic Engagement to Review
This step allows you to review the Diagnostic Engagement Agreement that aligns with your service need.
⚠️ These links are for review purposes only. They do not initiate a binding agreement.
Standard Bookkeeping & Accounting
CFO-LED Services
Operational Development
Bookkeeping Cleanup
Combined Services
If you are unsure which diagnostic applies, stop here and schedule a consultation instead.
👉 After reviewing the agreement, email us at intake@barteeaccountingservices.com with the words “I AGREE” to confirm your intent to proceed.
Once your confirmation is received, we will send you a secure signature link.
Step 2: Submit Diagnostic Payment
After the Diagnostic Engagement Agreement is signed, select the payment applicable to the signed agreement.
Diagnostic reviews are paid engagements. Payment confirms your intent to proceed and allows us to begin the evaluation process.
Once payment is received, you will be prompted to complete the intake form.
Select the diagnostic that matches your service:
Standard Bookkeeping & Accounting Services - $975.00
CFO-Led Services - $1,775.00
Operational Development Services - $1,575.00
Bookkeeping Cleanup - $775.00
Combined Services - $2,775.00
Step 3: Complete the Business Intake Form
After signing your Diagnostic Engagement Agreement and submitting payment, please complete the Intake Form. This form collects the information and documents required to:
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Evaluate your current financial structure
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Assess operational systems and workflows
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Prepare for an accurate and effective diagnostic review
Incomplete or inaccurate information may delay the process.