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

Copyright 2024 Reconciled Solutions
 

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?

chicken head cut off
screen shot of Quickbooks small business accounting
qb online advisor

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.

DIY Option

Get started toward permanent profitability today.

Profit First Assessment + QuickBooks Online Setup

$1795
  • 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.

 

 
  • 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

Transformational Solution

  • Bookkeeping Services
  • Download transactions & categorizeWeekly
  • Bank & credit card reconciliations monthly
  • Reconcile Balance sheet accountsMonthly
  • Monthly Financial ReportsBy 15th of following month
  • Issue/Response Turnaround TimeWithin 1 business day
  • Tax organization, statement & receipt management
  • Video walking client through previous period financialsQuarterly
  • 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 AdvisorMonthly
  • 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

Integrated Solution

  • Bookkeeping Services 
  • Download transactions & categorizeWeekly
  • Bank & credit card reconciliations monthly
  • Reconcile Balance sheet accountsMonthly
  • Monthly Financial ReportsBy 20th of following month
  • Issue/Response Turnaround TimeWithin 3 business days
  • Tax organization, statement & receipt management
  • Video walking client through previous period financialsTwice 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 AdvisorEvery 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 

Balanced Solution

  • Bookkeeping Services 
  • Download transactions & categorizeMonthly
  • Bank & credit card reconciliations monthly
  • Reconcile Balance sheet accountsQuarterly
  • Monthly Financial ReportsBy 25th of following month
  • Issue/Response Turnaround TimeWithin 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 AdvisorAnnually
  • 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