Bartee Accounting Services & Integrated Corporate Solutions, LLC
Providing services locally, statewide, and nationwide.
We Don't Maintain Broken Books.
We Diagnose, Clean, and Restore Them.
Renée L. Bartee, MBA
25+ Years of Accounting & Financial Management Experience
Financial Cleanup & Restoration Is Foundational Work
Financial cleanup is not about catching up transactions. It is the process of:
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Identifying inaccuracies in your financial records
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Correcting misclassified and missing transactions
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Reconciling accounts to ensure accuracy
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Rebuilding your financial structure for reliability
If your records are incorrect, every financial decision built on them is compromised.
Accounting Does Not Begin Until Your Books Are Correct
Before any reporting, analysis, or advisory work can begin, your financial records must be accurate.
We do not:
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Maintain inaccurate books
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Work around unresolved discrepancies
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Build reports on unreliable data
Every engagement begins with assessing and correcting your financial foundation.
A Structured Approach to Financial Correction
We do not approach cleanup as a simple catch-up task. We use a structured process to diagnose the condition of your financial records, correct the underlying issues, restore accuracy, and create the structure needed for better financial control.
The goal is not just to clean the books, it is to rebuild a financial foundation your business can rely on.
The DeCReaSE FrameworkTM
This is our structured process for decreasing financial chaos and restoring clarity to your books. It is designed to identify what is broken, correct what is inaccurate, rebuild reliability, and create the structure needed for stronger financial management.
Phase I - Cleanup & Restoration
Diagnose
We diagnose the problem by assessing your financial records to identify inconsistencies, risks, errors, and breakdowns that are affecting the reliability of your numbers.
Clean
We correct misclassified, missing, duplicated, or inaccurate transactions and reconcile accounts to bring your books back into alignment.
Restore
We restore your financial foundation by rebuilding your financial records and reporting so they reflect the true condition of your business.
Phase II - Post-Restoration Progression
Structure
We help structure your financial system by organizing the processes, controls, and workflows needed to prevent the same breakdowns from continuing.
Elevate
Once your records are accurate and stable, your business is positioned for stronger financial management, reporting, strategy, and growth.
What Financial Cleanup & Restoration Addresses
Every cleanup engagement is different because every set of books has its own history, errors, and breakdowns. The purpose of this process is to identify what is inaccurate, correct what is unreliable, and restore the financial records so they can be used with confidence.
Financial Cleanup & Restoration may address:
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Bank and credit card reconciliation issues
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Balance sheet discrepancies
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Misclassified, missing, or duplicated transactions
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Historical bookkeeping errors
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Unreliable financial reports
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Inconsistent account balances
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Unclear owner contributions, draws, or transfers
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Prior-period corrections
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Cleanup needed before ongoing accounting or CFO-level support
After Restoration, Structure Matters
Once your financial records are accurate and reliable, your business is positioned for structured financial oversight. At that stage, you may choose to continue with:
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Ongoing accounting and financial management
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CFO-level financial oversight and reporting
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Operational and financial structure development
This is only effective once your foundation has been properly restored.
Start With a Financial Assessment
Every engagement begins with a structured assessment of your financial records. This allows Bartee Accounting Services & Integrated Corporate Solutions to:
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Identify the condition of your books
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Determine the scope of correction required
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Provide a clear path forward
Unlock the Resource Vault
Get free access to guides, tools, and trackers designed to bring clarity to your business. You will also become part of our mailing list regarding updates to the Resource Vault.
A strong business doesn’t start with hustle; it starts with a foundation.
Systems. Structure. Strategy. That’s where real growth lives.
-Renee L. Bartee, CEO & Founder
Bartee Accounting Services & Integrated Corporate Solutions, LLC
