802.242.1352
info@reconciled.com
up to 3 total accounts
up to 5 total accounts
up to 7 total accounts
up to 8+ accounts
up to 150 total monthly transactions
up to 300 total monthly transactions
up to 400 total monthly transactions
up to 401+ total monthly transactions
Manage bill pay process for up to 10 bills/month*
Manage bill pay process for up to 25 bills/month*
Manage bill pay process for up to 50 bills/month*
Manage bill pay process for more than 50 bills/month*
Transition to cloud accounting software*
Transition to cloud accounting software*
Transition to cloud accounting software*
Transition to cloud accounting software*
For practices with up to 1 location
For practices with up to 2 locations
For practices with up to 3 locations
For practices with up to 4+ locations
* Not required - optional wholesale subscription fees applied at checkout if selected
CFO who specializes in your area of business. A Reconciled CFO will implement a cashflow model unique to your business and can spend 30 minutes with you every month to update and advise based on that model. If you don't have time for the 30-minute meeting, Reconciled can provide the same level of advisory through asynchronous communication each month.
Get customized monthly financial statements, monthly inventory reconciliation, and reporting, and monthly phone conference with the management team.
Preparation and filing of 1099-NEC forms.
Subscription to Gusto Full-Service Payroll, process & submit payroll on the client's preferred payroll schedule, process & submit State & Federal payroll taxes. From one employee up to 25 members of your team. Contact us if you've got the needs for more.
Automatic filing through TaxJar. This service is priced at $35 per month per state.
Provide coaching and advising on monthly financial reviews, and meet monthly up to 2 hours virtually.
Accounting and financial consulting services, guidance on overall strategic financial direction, quarterly financial reports, including standard financial statements and projections, and regularly attend management team meetings as agreed upon via phone or video conference.
Our new client setup is fast, easy, and supported by our industry-leading team.
First:
The first step in getting set up with Reconciled services is to pick a plan from the list above and complete the form on the following page. From there, you will be prompted to provide your billing information, then you're signed up!
Next:
Once you're signed up, a member of our onboarding team will reach out. They will work with you to gain read-only access to all of the systems you currently have integrated into your business. For example, this includes sales channels, bank e-statement portals, and anything else that would be relevant to your accounting.
From There:
A member of our implementation team will comb through your books to see if any cleanup is needed. They will also be creating processes for the services that you need. This lines out exactly how you want your bookkeeping completed. This helps our bookkeeping team ensure nothing gets missed.
Finally:
You'll be introduced to your bookkeeper who will be your main point of contact, just like if you had this service completed in-house.
Every Reconciled client receives a dedicated bookkeeper overseen by a Senior Accounting Manager.
Why we work in teams:
This helps us ensure consistency and quality even in the event of a sick day, or another unforeseen gap. You benefit from a dedicated go-to point of contact, a team that is familiar with YOU and your business, and the assurance that your accounting is in the hands of an industry-leading team of pros.
Most of our clients need a little bit of cleanup when they first join Reconciled. That's why we plan for some cleanup time when you first signup - on average, about 5 hours of cleanup.
However, if your books have been neglected, it might take more time to get them accurate. If that is the case, we will communicate with you on the estimated time for recommended cleanup. It is billed at an hourly rate.
We know businesses evolve. That is why Reconciled provides scope-based contracts that are flexible.
What this means for you, is that the service you sign up for today can be scaled in the future to keep pace with your business development.
It doesn't matter if you need extra support in 6 months or 2 years. We're ready when you are.
YES! We have had so many requests from our clients that we now offer tax services and tax advisory services.
Get in touch! We are happy to answer all of your questions. After a 30 minute call, we will produce a proposal with various pricing options related specifically to your practice.
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