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

Copyright 2018 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.

POPULAR QUICKBOOKS SERVICES

Photo of hard working business person in office late, keeping up with small business accounting.

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.
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!

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

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

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