Our Services

Keeping Your Business Financially Organized

At Bartlett & Company, our bookkeeping services provide the structure and accuracy growing businesses need to operate with confidence. We manage the essential financial processes that keep your records organized, your accounts reconciled, and your reports reliable.

By maintaining consistent financial oversight and clear reporting, we help business owners stay informed, support their CPA at tax time, and focus their time on running the business rather than managing the books.

Our Process

Core bookkeeping services designed to keep your financial records accurate, organized, and ready for informed decision-making.

Standard Bookkeeping Services Included:

  • Bank account connections and ongoing management.
    • Online banking is preferred, but manual entry is available (additional fee).
  • Credit card connections and ongoing management.
  • Monthly account and banking reconciliations.
  • Monthly financial reporting.
  • General tax preparation support for CPA.
    • Online banking is preferred, but manual entry is available (additional fee).
  • 1099 preparation and submittal through QBO (Client pays e-filing fees).

*Anything outside of these services may result in additional fees.

Let’s Get Started!

Ready for Financial Clarity?

Partner with Bartlett & Company for reliable bookkeeping and strategic financial oversight designed to help your business operate with confidence and control.

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