ACCOUNTING + BOOKKEEPING

Better Books. Better Business.

Flexible accounting and bookkeeping support built around your business—from accurate day-to-day records to reporting and financial guidance.

Nick Barrett, EA discussing tax documents with clients in office.
SERVICE DETAILS

Everything you need to know, in one place.

Explore how our accounting services work, how engagements are priced, what the process looks like, and what you can expect from Barrett Financial.

Office desk close-up. Person working on tax return.

Support built around your business.

ACCURATE, UP-TO-DATE BOOKS

Know your financial records are organized, reconciled, and maintained with accuracy.

MORE TIME FOR YOUR BUSINESS

Spend less time managing the books and more time focused on running your business.

REPORTING YOU CAN USE

Get clear financial reports that help you understand what’s happening inside your business.

SUPPORT THAT CAN GROW WITH YOU

Choose the services and frequency you need now, with the flexibility to adjust as your business changes.

Services can include: monthly or quarterly bookkeeping, reconciliations, financial statements and reporting, payroll and payroll tax filings, sales tax, accounts payable and receivable, cleanup and catch-up work, QuickBooks support, year-end bookkeeping, 1099 preparation, and more.

Built for what your business needs.

Accounting engagements are custom quoted based on the services you need, frequency of support, and complexity of your business. QuickBooks Online may also be included as part of your engagement.

BOOKKEEPING + REPORTING

Monthly or Quarterly Bookkeeping
Bank + Credit Card Reconciliations
Financial Statements + Reporting
Cleanup + Catch-Up Bookkeeping
QuickBooks Online Setup + Support

BUSINESS OPERATIONS

Payroll Tax Filings
Sales Tax
Accounts Payable & Receivable
1099 Preparation
Accounting + Financial Support
Schedule a Consultation

From messy numbers to a clearer picture.

Let's Talk

1

We start with a conversation about your business, current books, and the support you need.

Get Connected

2

We’ll get access to the systems, accounts, and information needed to understand and maintain your books.

We Get To Work

3

We organize, reconcile, maintain, and report on your financial information based on your engagement.

Stay On Track

4

Receive ongoing reporting and support at the frequency that works for your business.

Why Barrett Financial

More than bookkeeping.

Your numbers should do more than stay organized. We combine reliable accounting support with the flexibility to help you understand what those numbers mean when you need it.

1
Flexible support

Services and frequency built around the way your business operates.

2
RESPONSIVE COMMUNICATION

A team you can reach when questions come up or something changes.

3
PRACTICAL REPORTING

Clear financial information that helps you understand where your business stands.

4
ROOM TO GROW

Start with the support you need today and adjust your engagement as your needs change.

Your Next steps

Getting started is simple.

We’ll start with your needs, get connected, and build the right level of support for your business.

Schedule a Consultation

Tell us about your business, your current accounting setup, and where you need support.
Schedule →

Get Connected

We’ll get access to QuickBooks Online and the financial information needed to get started.

Get Accurate Books

We’ll get to work organizing and maintaining your books based on the services and schedule we establish together.
FAQ

Questions before you get started?

Quick answers to a few common questions before you get started.

What accounting and bookkeeping services do you offer?
+
Our services can include monthly or quarterly bookkeeping, bank and credit card reconciliations, financial statements and reporting, payroll and payroll tax filings, sales tax, accounts payable and receivable, cleanup and catch-up bookkeeping, QuickBooks support, year-end bookkeeping, 1099 preparation, and more. Your engagement is built around the support your business actually needs.
How much do accounting and bookkeeping services cost?
+
Pricing is customized based on the services you need, the frequency of support, and the complexity of your accounting. We’ll discuss your needs during an initial consultation and provide a quote for your engagement.
Do I have to use QuickBooks Online?
+
QuickBooks Online is our preferred accounting platform and is what we recommend for ongoing accounting and bookkeeping engagements. In many cases, the cost of QuickBooks Online may be incorporated into the engagement.
How often can you manage my books?
+
We can structure services around the frequency your business needs, including monthly, quarterly, year-end, or other ongoing support.
Can you clean up books that are behind?
+
Yes. Cleanup and catch-up bookkeeping can be included when your books need to be brought current, reconciled, or organized before ongoing services begin.
READY TO GET STARTED?

Let’s make your numbers easier.

Schedule a consultation and we’ll help determine the accounting and bookkeeping support that makes sense for your business.