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.

Update on the Corporate Transparency Act: Court Suspends Reporting Requirements for Businesses

Less than one month before the Corporate Transparency Act’s (CTA) Beneficial Ownership Information (BOI) reporting deadline, a U.S. District Court ruled that requirements ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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