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.

Download Now
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Industry Insights

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

Eileen Sheridan Named a 2024 Managing Partner Elite by Accounting Today

By BPW | September 9, 2024

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 best leaders from public accounting firms of all sizes across the country, highlighting the qualities that make them exceptional.  …
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INSIDE Public Accounting Ranks BPW Among Top 300 Firms in US

By BPW | August 15, 2024

SANTA BARBARA, CA – 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 net revenue. The ranking is determined through the annual IPA Practice Management Survey and Analysis of Firms, a comprehensive evaluation…
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IRS Releases Final Regulations on RMDs and the 10-Year Rule

By BPW | July 29, 2024

The IRS released final regulations on required minimum distributions and the ten-year rule. This video provides an overview of the new regulations and how they may impact you or your heirs.
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California Suspends NOLs and Caps Credit Usage for Three Years

By RSM US LLP | July 2, 2024

California's FY25 budget includes billions from limiting net operating losses and tax credits, as well as the reversal of the Microsoft decision.
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BPW Named a 2024 Top Regional Leader of the West by Accounting Today

By BPW | March 21, 2024

SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP (BPW) is proud to announce that the firm was recently named one of the “Top Regional Leaders” by Accounting Today magazine for the ninth year in a row! Each year, Accounting Today releases rankings of top performing accounting firms across the United States and categorizes them…
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Key Tax Considerations for Real Estate Investors in 2024

By Crystal Knepler, CPA | March 11, 2024

Amid the backdrop of market realignment, higher interest rates, and shifting workplace habits, investors remain cautiously optimistic about their real estate allocations heading into 2024.   After an overall slower acquisition pace in 2023, market uncertainties prompted investors to adopt a wait-and-see approach, hoping for property values and interest rates to reconcile. Those who returned…
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