Monte R. Barnes, FTC Inc. provides a wide range of services to individuals and businesses in a variety of industries. At Monte R. Barnes, FTC Inc., we strive to meet each client's specific needs in planning for the future and achieving goals in an ever-changing financial and regulatory environment.

Our professional services include:

Tax Management Services

At Monte R. Barnes, FTC Inc., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize their tax liabilities, maximize their cash flow and keep them on track to their financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities in existing and recently altered tax laws. We are knowledgeable and current on tax laws; we help clients handle receipts, bills, and notices.

Bookkeeping Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. Monte R. Barnes, FTC Inc.'s financial services steer clients closer to these goals with accurate record-keeping and reporting. We also offer specialized support in financial areas such as initial accounting system setup, cost containment, tax planning, investing, and managing employee benefit and profit-sharing plans.

These services include but are not limited to:

  • Bookkeeping (monthly, quarterly, or annually)
  • Accounting system setup and support
  • Cash flow budgeting and forecasting
  • Creating personal financial statements
  • Corporate tax planning and return preparation

Assurance and Advisory Services

At Monte R. Barnes, FTC Inc., we build close client relationships that add long-term value. We assure solidity of financial records, evaluate financial procedures, and strategize to help our clients face the challenges of running a business. Our clients benefit from objective analysis to control costs, increase efficiency, and implement new technologies and procedures, all the while watching for advantageous changes in the marketplace and tax law. Our assurance services will improve information quality or its context, meaning more success for our clients' businesses.

These services include but are not limited to:

  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Business valuations
  • Financial projections and forecasts
  • Debt and finances advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning ensures financial security for loved ones. For businesses, it maintains smooth ownership succession. Monte R. Barnes, FTC Inc. helps businesses navigate complex and shifting tax laws to transfer assets and minimize the tax liability of beneficiaries. Everyone should have a comprehensive plan to distribute estate assets; doing so avoids complications and ensures that an individual’s wishes are followed. Having your taxes and estate thoroughly pre-planned will ensure that your loved ones bypass unexpected financial complications during a time of loss.

Financial and Retirement Planning

Monte R. Barnes, FTC Inc. works closely with Clifton Barnes and his firm, C.R. Barnes Wealth Management, to help clients reach their financial goals and maintain financial independence through a comfortable retirement. We can guide you through complex financial endeavors such as asset allocation, investment performance monitoring, college education funding, retirement planning, insurance determinations, estate supervision, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, C.R. Barnes Wealth Management ensures that your portfolio takes tax implications into account for an advantageous after-tax return. The road to retirement is a long one, and we can help you take the proper steps to reach your goals. To learn more about C.R. Barnes Wealth Management services, visit

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information to business owners by dispensing financial statements, reports, and graphs. However, it can only provide this information when an owner purchases the right product and installs, arranges, and uses it properly. Not only do we help clients use the software, but we also help them use it more efficiently and effectively.

Monte R. Barnes, FTC Inc. offers solutions to maximize your QuickBooks business impact:

Personal Training

We train you personally! We can train individuals one-on-one or in groups at your company's location.


We can install QuickBooks in single- or multi-user mode; we can also install it on your standalone computer or in a system network.


Many users experience software problems or lack the ability to generate and track important information as a result of inadequate setup. We assist new QuickBooks users with initial setup including EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking, and Reports. We also help experienced users manage their businesses more effectively by improving their current setup.


Our support service can assist you with QuickBooks installation, setup, and operation. In addition to our software support, we also offer accounting and payroll assistance.


Our QuickBooks review service assists companies that perform their own daily bookkeeping and payroll tasks but need a consultant to review transactions, accounts, and reports. This review ensures that you receive timely and reliable financial information. We alert you of any necessary corrections, adjustments, or reclassifications to ensure that the financial information you receive reflects the correct financial condition of your business. We can conduct reviews at any time, but monthly reviews provide up-to-date feedback about your business.

Entity Selection and Restructuring

Your business entity greatly impacts your taxes and other liabilities. From your company's inception through its growth and development, Monte R. Barnes, FTC Inc. can advise you on choosing an entity type and any later restructuring. With our knowledge and expertise, you receive the most advantageous entity type for your business functions.

IRS Representation

Professional representation is vital during an audit, and our experience with tax authorities enables us to guide clients in dealing with federal and state agencies. If you have been chosen for an audit, professional representation with our firm can relieve many of your worries. We are ready and willing to answer questions the IRS asks you.

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Monte R. Barnes, FTC Inc. helps clients maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, business survival depends on smart cash flow management. We can help you analyze your spending and re-balance your budget and debts for an optimal cash flow to support your business success. This balanced plan can be revisited if your business structure experiences major change; we ensure that your business operates at its best. With our help, you stay on top of your finances and ready for the future.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Monte R. Barnes, FTC Inc. combines expertise and experience with an understanding of your business to produce financial projections that help you plan and manage your spending. Forecasting for the future is also imperative to your company's success. We stay current with market trends and to keep your business prepared for upcoming changes. Our work ranges from top-level reports to detailed financial models: it all depends on what you need.

Business Valuation

The range of needs for valuing businesses continues to widen, and Monte R. Barnes, FTC Inc. can provide in-depth analysis to identify the factors comprising the value of your company or one in which you have an interest. Situations requiring business valuation may include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships, and ESOPs. Many factors contribute to the perceived value of a business. We help you evaluate entities of interest so you can make business decisions with confidence.

Mergers, Acquisitions, and Sales

Whether a client is buying, selling, or considering a potential merger, Monte R. Barnes, FTC Inc. can provide professional know-how to help successfully structure and negotiate the deal. We determine a fair asking price through careful analysis and due diligence, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. In short, business transactions and transitions are complicated affairs, and we are here to guide you. Expanding or contracting your business is a huge undertaking. Using our expert advice that comes from years of experience in this field, you can make success-bringing business decisions.

Debt and Finance Advising

Whether your needs are personal or corporate, the professionals of Monte R. Barnes, FTC Inc. can help sort out the different debt management and financing options to lower your payments, reduce the total amount of interest paid, or both. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle your current debt payments, working with us may save you money or lower your payments.

International Taxation

Monte R. Barnes, FTC Inc. has much experience helping individuals and businesses manage international taxation. From companies doing business abroad to residents working abroad, we have experience. From foreign corporations doing business in the United States to foreign citizens working in the United States, we also have experience. Our knowledge on international taxation is extensive, and that is why clients come to us.

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