Small Business Accounting

Putting You On a Permanent Path To Financial Wellness

Has your business got you running around like a chicken with your head cut-off?

Are you working your butt off going around in circles, but not making a profit?

Then it may be time for a new sort of accountability. Even if you have "a lot of sales", you may see new problems arise in your business as a result of positive growth and wind up like a headless chicken without a good framework for managing your income and expenses. What if you could turn a profit from your next deposit? We'll perform a FREE INSTANT PROFIT ASSESSMENT of your business and do a full scale evaluation of your processes and technology. Our goal is not to change your habits, but leverage them while removing the temptation to drain your profits.

Did you start a new business and somewhere along the way, you lost your True North?

Your entrepreneurial spirit is the driving force behind that great business idea you originally had, and we would never want to change that. Ultimately you're the kind of people who help improve the lives of others with your products and services. But as entrepreneurs, we can try to wear too many hats and tend to take on too much, getting side-tracked from what will make our idea most successfull. At Reconciled Solutions, we will perform a FREE INSTANT PROFIT ASSESSMENT to help identify what is and isn't working. Then, we'll make recommendations and implement proven solutions that combine the Profit First formula without our unique approach to process improvement, along with powerful cloud accounting. Our goal is to give you back the confidence and freedom you need to pursue your vision with more time (control) to live your life, and more money (profits) to enjoy it.

Do you dread thinking about the financial & accounting functions of your small business?

When it comes to accounting and finances, procrastination is a common problem with even the most successful entrepreneurs. That's because the job of the entrepreneur is full of the unknown: from managing staff to creating innovative products, selling your fabulous wares, executing your product and plan, collections, paying vendors, employee payroll and taxes and oh, don't forget you also need to eat and sleep! Even if sales are on the increase, making good business decisions will be difficult without accurate, timely financial data. If messy financial and back-end processes are burdening you and your business, perhaps it is time for a Fixer Upper! With our FREE INSTANT PROFIT ASSESSMENT we can scale your business with accuracy and open-door visibility through cloud accounting and business coaching support. We do more than just reconcile the books and implement paperless systems! We will create a solid accounting foundation and open up the door to systematizing and scalability so that you can regain your sanity!

screen shot of Quickbooks small business accounting

Integrating best practices and technology.

Whether you are a start-up or need someone to review existing set-up and procedures, or want to outsource or hire someone full-time, we can help you on your way to a healthy balance sheet and peace of mind.

POPULAR QUICKBOOKS SERVICES

Quickbooks Setup

Build a strong foundation and knowledge base.

The Quickbooks Clean Up

Quickbooks and Bookkeeping Clean Up

Quickbooks Customized Training

Learn the "ins and outs" of Quickbooks and
master your bookkeeping.

Quickbooks Setup

Build a strong foundation and knowledge base.

Get a clear picture of your business.

Quickbooks Setup
$449 One-Time Fee

BOOK CONSULT

Our QuickBooks Setup will give you a proper Chart of Accounts, which is the first and most important step in building good accounting practices and a foundation for growth and success.

Our QuickBooks Setup also includes consulting with you to help you understand and use balance sheets, income and cash flow statements to your advantage. From making price adjustments to scaling back on certain clients and expenses, or splurging on a marketing project, having accurate, real time data will give you the power you need to eliminate risk and make wise decisions about your business' expenses and growth plan - in just a few minutes a day, giving you more time to focus on other important tasks.

Our QuickBooks Package includes:

First step: Phone consultation to determine which Intuit Product is best suited to your needs prior to onsite setup

Next step: ONSITE CONSULTATION to include:

Set up a customized Chart of Accounts to match your business needs
Set up an Items List (the products and services you provide) with prices, discounts, customizations, taxes-as applicable
Set up first few clients and a tutorial on adding more
Set up bank and credit card accounts to synch with software
Customized Invoice/Sales Receipt/Statement built
Discussion of business/personal expenses to capture everything that is an expense
Discuss and understand financial reports:
- Accounts Recievables
- Accounts Payable
- Profit and Loss
- Balance Sheet
Additional hours beyond initial consultation are booked at $95/hour.

The Quickbooks Clean Up

Quickbooks and Bookkeeping Clean Up

Business woman setting up Quickbooks and helping happy owner keep up with small business accounting.

Financial consultant showing something on laptop to mature woman

Increase your chances of success and pair with a PRO.

The QuickBooks Online Clean Up

$42/hour for ongoing clients
$95/hour for clients without an ongoing bookkeeping package

BOOK CONSULT

As a DIY'er you've been busy shaping your business, and keeping your books in order has not been your top priority, we get it, we can help.

Does this describe you? You or your accountant are having a hard time making sense of your files because you really don’t understand what a Chart of Accounts is, or the difference between liabilities, assets, expenses, incomes and what, COGS??? If so, we’ll help you reconcile as far back as needed to get you up to speed and give you a good starting point going forward.

We will make sure your Chart of Accounts is set up properly, that transactions are properly categorized, your personal expenses are not intermingled with your business expenses, and that the connection to your bank and credit card accounts is properly syncing.

When we are finished, your QuickBooks financials will tell the accurate story of what’s going on with your business, which means you can rely on them when making business decisions. Imagine that!

Quickbooks Customized Training

Learn the "ins and outs" of Quickbooks and
master your bookkeeping.

Learn the skills you need to take control & be prepared.

Quickbooks Customized Training
$249 package

BOOK CONSULT

When used properly, QuickBooks Online is a valuable tool in running your business and making good business decisions.

All those numbers tell a story, but if you don't know how to use the data, your story could become a nightmare! No need to lose sleep over tax time arriving because our training will give you the tools you need to take back control and feel confident that you are prepared.

Customized training specifically for you. You set the agenda!
Helping you get the most out of all the features QBO offers.
Teaching you how to read some of the most useful reports, such as Profit & Loss and Balance Sheet.
Reviewing all third-party software to make sure all processes are automated where applicable.
This meeting will be held VIRTUALLY and will last up to 2 hours in duration. We have found this to be the optimal time experience for clients, in that after 2 hours, information retention starts to decline. If we notice that you are experiencing information overload prior to 1.5 hours, we can re-convene on a different date.
Meeting can be recorded so that you can go back to the steps in the process.

Bookkeeping Services
Download transactions & categorize
Bank & credit card reconciliations monthly
Reconcile Balance sheet accounts
Monthly Financial Reports
Issue/Response Turnaround Time
Tax organization, statement & receipt management
Video walking client through previous period financials
ACCOUNTING SERVICES
Match QBO to tax return & close year upon completion
Liaison to accountant, attorneys, financial planners, bankers, & other financial institutions
Insurance policy accounting & audit
Filing I-9, W-9, 1099, 1096
Income tax liability savings plans & quarterly estimated tax payments
Accounts payables/bill payments
Bi-weekly cash flow allocations
Accounting for retirement plans
Notification of past due receivables
BUSINESS SOLUTIONS SERVICES
Strategy meetings per year with Strategic Advisor
Profit First instant assessment
Business process efficiency & improvement
Access to Reconciled Solutions resource library
Access to Profit First University video library
Custom reports & metrics
Owner's pay assessments & feasibility
24-Month blueprint for permanent profitability
Adding payroll benefits for employees such as paid time off, health/dental/other insurance benefits
Managing retirement plans & contributions
Sales commissions/bonus/royalties management
Developing employment pay scale & structure
Policy Procedural Manual
Third party software recommendations, implementation, & staff training
Budgeting & forecasting

Unified Solution

Bookkeeping Services
Download transactions & categorize Weekly
Bank & credit card reconciliations monthly ✔
Reconcile Balance sheet accounts Monthly
Monthly Financial Reports By 15th of following month
Issue/Response Turnaround Time Within 1 business day
Tax organization, statement & receipt management ✔
Video walking client through previous period financials Quarterly
ACCOUNTING SERVICES
Match QBO to tax return & close year upon completion ✔
Liaison to accountant, attorneys, financial planners, bankers, & other financial institutions ✔
Insurance policy accounting & audit ✔
Filing I-9, W-9, 1099, 1096 ✔
Income tax liability savings plans & quarterly estimated tax payments ✔
Accounts payables/bill payments ✔
Bi-weekly cash flow allocations ✔
Accounting for retirement plans ✔
Notification of past due receivables ✔
BUSINESS SOLUTIONS SERVICES
Strategy meetings per year with Strategic Advisor Monthly
Profit First instant assessment ✔
Business process efficiency & improvement ✔
Access to Reconciled Solutions resource library ✔
Access to Profit First University video library ✔
Custom reports & metrics ✔
Owner's pay assessments & feasibility ✔
24-Month blueprint for permanent profitability ✔
Adding payroll benefits for employees such as paid time off, health/dental/other insurance benefits ✔
Managing retirement plans & contributions ✔
Sales commissions/bonus/royalties management ✔
Developing employment pay scale & structure ✔
Policy Procedural Manual ✔
Third party software recommendations, implementation, & staff training ✔
Budgeting & forecasting ✔

Get Started

Integrated Solution

Bookkeeping Services
Download transactions & categorize Weekly
Bank & credit card reconciliations monthly ✔
Reconcile Balance sheet accounts Monthly
Monthly Financial Reports By 20th of following month
Issue/Response Turnaround Time Within 3 business days
Tax organization, statement & receipt management ✔
Video walking client through previous period financials Twice per year
ACCOUNTING SERVICES
Match QBO to tax return & close year upon completion ✔
Liaison to accountant, attorneys, financial planners, bankers, & other financial institutions ✔
Insurance policy accounting & audit ✔
Filing I-9, W-9, 1099, 1096 ✔
Income tax liability savings plans & quarterly estimated tax payments ✔
Accounts payables/bill payments ✔
Bi-weekly cash flow allocations ✔
Accounting for retirement plans ✔
Notification of past due receivables
BUSINESS SOLUTIONS SERVICES
Strategy meetings per year with Strategic Advisor Every other month
Profit First instant assessment ✔
Business process efficiency & improvement ✔
Access to Reconciled Solutions resource library ✔
Access to Profit First University video library ✔
Custom reports & metrics ✔
Owner's pay assessments & feasibility ✔
24-Month blueprint for permanent profitability ✔
Adding payroll benefits for employees such as paid time off, health/dental/other insurance benefits
Managing retirement plans & contributions
Sales commissions/bonus/royalties management
Developing employment pay scale & structure
Policy Procedural Manual
Third party software recommendations, implementation, & staff training
Budgeting & forecasting

Get Started

Balanced Solution

Bookkeeping Services
Download transactions & categorize Monthly
Bank & credit card reconciliations monthly ✔
Reconcile Balance sheet accounts Quarterly
Monthly Financial Reports By 25th of following month
Issue/Response Turnaround Time Within 4 business days
Tax organization, statement & receipt management
Video walking client through previous period financials
ACCOUNTING SERVICES
Match QBO to tax return & close year upon completion ✔
Liaison to accountant, attorneys, financial planners, bankers, & other financial institutions ✔
Insurance policy accounting & audit ✔
Filing I-9, W-9, 1099, 1096 $35/EACH
Income tax liability savings plans & quarterly estimated tax payments
Accounts payables/bill payments
Bi-weekly cash flow allocations
Accounting for retirement plans
Notification of past due receivables
BUSINESS SOLUTIONS SERVICES
Strategy meetings per year with Strategic Advisor Annually
Profit First instant assessment ✔
Business process efficiency & improvement ✔
Access to Reconciled Solutions resource library ✔
Access to Profit First University video library ✔
Custom reports & metrics
Owner's pay assessments & feasibility
24-Month blueprint for permanent profitability
Adding payroll benefits for employees such as paid time off, health/dental/other insurance benefits
Managing retirement plans & contributions
Sales commissions/bonus/royalties management
Developing employment pay scale & structure
Policy Procedural Manual
Third party software recommendations, implementation, & staff training
Budgeting & forecasting

Get Started

Schedule Your Appointment

Small Business Accounting

Has your business got you running around like a chicken with your head cut-off?

Has your business got you running around like a chicken with your head cut-off?

Integrating best practices and technology.

Whether you are a start-up or need someone to review existing set-up and procedures, or want to outsource or hire someone full-time, we can help you on your way to a healthy balance sheet and peace of mind.