Client Accounting Services

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25

service offerings

An extension of your team—for your business and household.

Outsourced Accounting and Advisory Services

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For the business owner or individual, BPW provides bookkeeping and client accounting services, so you can spend more time doing what you enjoy. We tailor our services to meet your specific business or personal needs, whether your company is growing and you require additional support or you find yourself needing a more streamlined bill pay and reporting process.

BPW is also pleased to work with your existing bookkeeper to oversee the financial health of you and your company while you enjoy life's pursuits.

Feel confident knowing bills are paid on time, systems are operating efficiently, and monthly reports are accurate and refined with the following services:

  • Invoicing, Accounts Receivable,  Customer Reports
  • Accounts Payable, Bill Pay, Credit Card Entries, Vendor Reports
  • Payroll, Year-End Reporting, Employee Reports
  • Monthly Closings, Bank and Loan Reconciliations
  • Financial Reports, Cash Flow Management
  • QuickBooks Training and Clean Up
  • Administrative Functions, Errands, Mail Service, Filing, Archiving

Featured Resource:
The Benefits of a Fractional CFO

Download our free guide to learn more about outsourcing a fractional CFO for your business.

benefits-of-fractional-cfo-whitepaper-pdf

Industry Insights

Stay up to date with the latest tax & accounting news, BPW updates, and more.

Year-End Tax Planning for Individuals

As we approach 2025, future tax policy is bracing for change in the coming years. With election results now in the rearview, the road ahead for policy shifts begins to take shape, providing a clearer ...
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Year-End Tax Planning for Businesses

After a few years of relatively mild tax changes for most businesses, post-election results provide more clarity on the direction of future policy—with a confluence of expiring tax provisions, a new administration, and evolving economic ...
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Britton and Schmoller Recognized as Top Professional Service Leaders on Central Coast

Bartlett, Pringle & Wolf, LLP is pleased to announce that John Britton, CPA and Rosemary Schmoller, CPA have been named among the 2024 Who's Who in Professional Services by the Pacific Coast Business Times. John ...
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The Future of the SALT Cap: Ways You Can Prepare Now for Potential Scenarios

The state and local tax deduction limitation (SALT cap) has become a focal point of tax policy debate ahead of its scheduled sunset at the end of 2025. Lawmakers face a critical decision: Allow the ...
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Eileen Sheridan Named a 2024 Managing Partner Elite by Accounting Today

SANTA BARBARA, CA – Accounting Today magazine recently named Eileen Sheridan, CPA a 2024 MP Elite, an annual award recognizing top managing partners in the accounting industry. The report features profiles of some of the ...
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INSIDE Public Accounting Ranks BPW Among Top 300 Firms in US

SANTA BARBARA, CA â€“ INSIDE Public Accounting (IPA) recently ranked Bartlett, Pringle & Wolf, LLP No. 300 on the IPA Top 500, an annual list of the top 500 CPA firms in the nation based on ...
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