Barton CPA PLLC: Company Profile
Background
Overview
Barton CPA PLLC is a PCAOB-registered, full-service public accounting firm headquartered in Cypress, Texas. With a collective experience of 150 years, including 100 years at Big Four accounting firms and 7 years at the PCAOB, the firm offers a comprehensive range of services to clients across various industries.
Mission and Vision
The firm's mission is to provide high-quality, value-adding services at reasonable prices, supporting clients in achieving their business goals. They emphasize building meaningful relationships and serving as year-round business advisors, not just during audit or tax seasons.
Primary Area of Focus
Barton CPA PLLC specializes in tax services, audit and assurance, and bookkeeping, catering to both public and private companies across various industries, including manufacturing, cannabis, crowdfunding, distribution, energy, transportation, technology, professional services, retail, entertainment, real estate, e-commerce, and cryptocurrency.
Industry Significance
The firm has established a national footprint, serving hundreds of clients across the country and around the world. Their extensive experience and commitment to quality have positioned them as a trusted partner in the accounting industry.
Key Strategic Focus
Core Objectives
Barton CPA PLLC aims to deliver personalized financial solutions that promote trust and confidence, ensuring clients' financial success through tailored services.
Specific Areas of Specialization
- Tax Services: Comprehensive planning, preparation, and compliance for individuals and businesses.
- Audit and Assurance: Providing reviews and audits to satisfy lenders and regulatory requirements.
- Bookkeeping: Assisting with transaction recording, reconciliations, and financial reporting.
Key Technologies Utilized
The firm leverages advanced accounting software and AI-driven tools to enhance efficiency and accuracy in financial reporting and analysis.
Primary Markets or Conditions Targeted
Barton CPA PLLC serves a diverse clientele, including startups, publicly traded companies, and businesses in various stages of growth, across multiple industries.
Financials and Funding
Funding History
Specific details regarding the firm's funding history are not publicly disclosed.
Total Funds Raised
As a privately held firm, Barton CPA PLLC has not publicly disclosed the total funds raised.
Notable Investors
Information about individual investors is not publicly available.
Intended Utilization of Capital
The firm focuses on expanding its service offerings, enhancing technological capabilities, and broadening its national and international client base.
Pipeline Development
Key Pipeline Candidates
Barton CPA PLLC is continually developing its service offerings to meet the evolving needs of its clients, including expanding into new industries and service areas.
Stages of Clinical Trials or Product Development
As a service-oriented firm, Barton CPA PLLC does not engage in clinical trials or product development.
Target Conditions
The firm targets a wide range of industries, including manufacturing, cannabis, crowdfunding, distribution, energy, transportation, technology, professional services, retail, entertainment, real estate, e-commerce, and cryptocurrency.
Relevant Timelines for Anticipated Milestones
Specific timelines for service expansion or new offerings are not publicly disclosed.
Technological Platform and Innovation
Proprietary Technologies
Barton CPA PLLC utilizes advanced accounting software and AI-driven tools to enhance efficiency and accuracy in financial reporting and analysis.
Significant Scientific Methods
The firm employs data-driven insights and strategic roadmaps to support long-term profitability and resilience for clients.
AI-Driven Capabilities
Barton CPA PLLC offers AI audit and accounting software advisory services, guiding businesses through the integration of AI solutions in compliance with U.S. GAAP, PCAOB, and AICPA requirements.
Leadership Team
Gregory D. Barton, CPA – President
An award-winning, visionary CPA and business owner with extensive experience across multiple industries, Greg has been instrumental in the firm's growth and client success.
Dee Dee Wilson Barton – Chief Executive Officer
Under Dee Dee's guidance, Barton CPA has excelled in acquiring other accounting firms, gaining social media recognition, attracting exceptional talent, and fostering enduring client relationships.
Chauncey Thompson – Chief Operating Officer
With 20 years of financial industry expertise, Chauncey unifies the firm across departments, upholding Barton CPA’s commitment to client service, knowledgeable staff, and community engagement.
Troy McFadin – Controller
A U.S. Navy veteran with two decades of leadership and managerial experience, Troy excels in maintaining the firm’s finances, drawing on his extensive background and recent completion of a comprehensive controllership program.
Bob Hettinger, MBA/CPA
With over 25 years of experience in financial management, Bob brings a harmonious approach to life, delving into Chinese philosophy and theology, and sharing his passion for music by singing in his church choir.
Sam Grewal, CPA
With over 15 years of experience, Sam offers a full spectrum of services, including accounting, consulting, and tax preparation, leveraging his background as a former small business owner.
Kathy Cintas – Director of Compliance – Enrolled Agent
With over 20 years of expertise in personal and business taxation, Kathy serves as her clients’ advocate, helping them navigate their tax situations and offering strategic tax planning to enhance their financial outcomes.
Desiree Navarro – Accounting Team Lead
With over 10 years of experience in the accounting and bookkeeping industry, Desiree brings a wealth of knowledge and expertise to her role, ensuring accurate and efficient financial operations.
Lindsay Swinford – Accountant
A mathematics specialist with a strong academic background, Lindsay transitioned from teaching to accounting, bringing analytical skills and a dedication to excellence to the firm.
Aaron Ortega – Accountant
Passionate about taxes and technology, Aaron is adept at navigating the complexities of the tax system and providing expert guidance, while also managing in-house tech needs.
Lia Thomas – Accountant
With nearly a decade of experience in the accounting field, Lia brings a strong foundation in accounting principles and practices to her role.
Shauna Watkins – Chief of Staff
With a B.A. in English, Shauna ensures that all communications from Barton CPA are accurate and flawless, leading with kindness, innovation, and efficiency.
Larea Pettersen – Palm Desert Office Manager
With years of experience in management and bookkeeping, Larea serves as the heart of the Palm Desert location, ensuring smooth operations and client satisfaction.
Marilyn Nave – Client Services
With 13 years of experience, Marilyn expertly coordinates client services at the Lancaster/Antelope Valley satellite office, ensuring seamless communication and exceptional care for clients.
Competitor Profile
Market Insights and Dynamics
The accounting industry is characterized by a mix of large national firms and smaller regional firms. Barton CPA PLLC competes with both, offering personalized services that cater to a diverse clientele.
Competitor Analysis
- Forvis Mazars, LLP: A top 10 U.S. public accounting firm providing assurance, tax, and consulting services.
- Bennett Thrasher LLP: A certified public accounting and consulting firm headquartered in Atlanta, Georgia, offering tax, audit, advisory, and business process outsourcing services.
Strategic Collaborations and Partnerships
Barton CPA PLLC has established strategic collaborations to enhance its service offerings and expand its market reach. Specific details about these partnerships are not publicly disclosed.
Operational Insights
The firm differentiates itself through personalized service, a
