Expert, Outsourced Bookkeeping Services for Small Businesses

As a small business owner, your time is your most valuable asset. That’s why outsourcing bookkeeping and CPA accounting services to a trusted partner like Robert G. Bartlett, CPA can be a wise investment. While it’s your job to focus on building your business and generating profits, it’s our job to look after your books and make sure your financials are in order.

At Robert G. Bartlett, CPA, we believe in providing timely, reliable, and affordable services to businesses in the Woodland Hills and San Fernando Valley area. Check out some of the outsourced bookkeeping and accounting services we provide for small businesses:

Compilation and Review Services

All compilations and reviews are conducted in accordance with Statements on Standards for Accounting and Review Services. In fact, our firm was recently rewarded with passing a “peer review” conducted in accordance with the Standards for Performing and Reporting on Peer Reviews established by the Peer Review Board of the American Institute of Certified Public Accountants.

Our understanding of your unique business and operations is of critical importance when expressing assurance that no material modifications need to be made to the financial statements.

Financial Forecasts & Projections

Typical services include some type of prospective (future-looking) financial information such as income tax projections, analyzing the possible effects of changes in operations, helping clients develop budgets, assisting individuals with personal financial planning, and preparing prospective financial statements for submission to lending institutions such as banks and the Small Business Administration.

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals.

Robert G. Bartlett, CPA - Taxes, Preparation, FilingFinancial Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be comprised. Get services tailored to your needs. Spend your time building your business – and your profits; let us handle your bookkeeping, record keeping, and report filing.

We can provide as many of the following services as you want: -Paying bills and managing accounts payable. -Handling all payroll functions, including quarterly and annual payroll tax reports. -Invoicing your customers, posting collections, aging accounts receivables. -Doing your bank reconciliations and providing cash balance reports. -Maintaining sales journals and general ledgers. –Preparing all required business tax reports and filings. -Preparing any customized reports you find useful. Where do we begin? We’ll work with you to identify the services you need. Then we’ll set up a schedule so data is collected, recorded, and handled efficiently and timely.

Financial Analysis & Strategic Advisement

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and financially sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

If you’re looking for outsourced bookkeeping for your small business that will provide you with close, personal attention, don’t hesitate to call us at 818-887-4040 or email us at info@rtaxman.com.

 

 


 

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Robert G. Bartlett, CPA
Certified Public Accountant
5950 Canoga Ave. Suite 235
Woodland Hills, CA 91367
Phone: (818) 887-4040

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