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For Clients Only

What is for Barton Business Solutions "Clients Only"?

As a BBS client, you have 24-hour access to your financial information, as well as software, training, and tools.

Secure, electronic exchange of your records

Access and training on proprietary BBS accounting software

Tools, Templates and Calculators

Once you agree to become a BBS customer, you will receive a PIN and ID to access and exchange information that includes.

  • Secure File Transfer.  Transfer your computer files to our office, and receive files, including ad-hoc financial statements and copies of tax returns, when needed.
  • End of Month Backup. We will make sure you know exactly how to transfer files to our office, including when to perform backups or other month-end administration.
  • BBS Software. For clients using our proprietary software, we provide software downloads and updates. Software training modules are also available. 
  • Tools and Templates. You'll gain access to our customized templates to help organize your business finances, such as a sample expense report. Additionally, we can securely send you documents tailored to your specific needs.
  • Calculator Library. You'll have access to several online calculators that will simplify your financial planning, including calculators for  break-even analysis, amortizing loans, retirement planning, lease or buy,  savings plan, and life insurance calculations.

Call 856.596.4500 today for a 30-minute complementary consultation with a Barton Business Solutions Accountant.

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WE WORK TOGETHER TO ACHIEVE YOUR GOALS!

The Reuben Sparks Building  26 S Maple Ave., Marlton, NJ  08053

856.596.4500

Nancy@bartonbizsolutions.com