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We offer a variety of personalized bookkeeping and accounting services.  Choose an option that is right for you.

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QuickBooks Cleanup
+ Profit First

Getting your books set up the right way now can save you serious time, stress, and cash down the road.

Not ready to work with a bookkeeper on an ongoing basis quite yet? Our DIY packages offer the chance to clean up your books, clear up your QuickBooks confusion, and get the support your growing business needs on its path to permanent profitability! 


  • You're new in business and are after a DIY approach, but still want to make sure you're starting off on the right foot with your books to save yourself stress and money down the line. OR...
  • Your books are a mess and you don't know how to fix them. You need a technical expert who can take the data you have and put it back together so you're set up for success going forward.
  • You're finding QuickBooks Online overwhelming and confusing or have specific questions about how it works
  • You want to build a sustainable, permanently profitable business. You're interested in implementing Profit First in your business but you're not sure where to start

Two DIY Options

Two ways to get started toward permanent profitability today.

Profit First Assessment + QuickBooks Online Cleanup

  • Books you can actually work with: Our experts will take what you have and clean it up - we love the challenge of a good mess.
  • Up your QuickBooks game: Understand the basics and how workflows can help you run your biz
  • Destination Permanent Profitability: We'll set you up with Profit First based on your company's history and performance

Profit First Assessment + QuickBooks Online Setup

  • Books that set you up for success: A DIY alternative to ongoing bookkeeping services that will save future you time, stress and money
  • Get the QuickBooks basics: Specific, actionable steps to use QuickBooks online properly.
  • Head toward a profitable, purposeful future: Get started with Profit First. Not enough historical data? We'll use default percentages.

Your books are a mess. We're experts at cleaning them up.

We'll put in the work to get your books back into good shape, then train you on workflows in QuickBooks. Lastly, you'll be set up for permanent profitability with Profit First.


Profit First Assessment + QuickBooks Online Cleanup


  • Up to 15 hours of QuickBooks Online cleanup. No matter how messy they are, don't stress! Cleaning up messy books is what we do best.
  • All bank and credit card accounts connected to your bank feed
  • Up to 2 hours of QuickBooks Online training
  • Guided Profit First Profit Assessment
  • Custom 18-month Profit First rollout plan, including two follow-up sessions

How does it work?

  • 1 We complete a QBO Diagnostics Report to determine the health of your company file
  • 2 A Reconciled Solutions team member will meet with you to gather the necessary information and the cleanup work begins.
  • 3 A QBO Advanced Certified ProAdvisor will spend up to two hours with you on QBO Training
  • 4 You complete the Profit First Assessment using your cleaned up numbers
  • 5 You meet with a Profit First coach to go over your assessment answers
  • 6 Your Profit First coach will do some behind-the-scenes work with your results
  • 7 Your final meeting with your coach! You'll walk away with a strategy to implement Profit First over the next 18-24 months. Congratulations!


Get your books set up right the first time.

Even if you don't have enough money for ongoing services, we'll get you setup the right way in the beginning and save you stress and money down the line.


Profit First Assessment + QuickBooks Online Setup


  • In-depth QuickBooks Online setup with the Reconciled Solutions Chart of Accounts, adapted to work well for Profit First users
  • QuickBooks Online basic training that covers how to set up bank feeds, categorize transactions and run reports
  • Guided Profit First Profit Assessment (we'll customize your percentages to your past performance, or use the default percentages if you don't have enough historical data)
  • Custom 18-24 Month Profit First Rollout Plan

How does it work?

  • 1 The Quickbooks Setup process starts with a video interview where we find out about your company and learn your go-to-market approach
  • 2 You work with a QuickBooks ProAdvisor to understand the basics of QuickBooks Online
  • 3 We'll help you get started with Profit First, using either the percentages recommended in the book or customized to your Profit Assessment results
  • 4 We'll create a 18-24 month Profit First rollout plan and show you how to operate Profit First in your business