802.242.1352
info@reconciled.com
Number of bank and credit card accounts for Monthly Reconciliations
up to 4 total accounts
up to 6 total accounts
up to 8 total accounts
Standard monthly financial reports
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Weekly accounts payable support
up to 20 bills per month
up to 40 bills per month
up to 60 bills per month
Posting monthly from sales channels
1 sales channel
up to 3 channels
up to 5 channels
Accounts receivable support
(Invoices sent via Quickbooks Online)
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up to 10 invoices
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up to 40 invoices
* CFO Advisory or Full-service Controller Services recommended with Reconciled Core and Reconciled Advance Plans (see below).
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.
Qualifications:
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. For Express clients: you will be prompted to provide your billing information, then you're signed up! For all other tiers, click 'Get Started', complete the form, and a member of our account management team will be in touch to schedule a consult.
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:
Once all access has been received, a member of our implementation team will spend a minimum of 5 hours combing 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. Our onboarding and implementation process is a time for us to better understand your business and ensure expectations are aligned with the accepted scope of services.
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.
Our onboarding fee starts at $500 as 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 about 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 with us today to learn more about how we can support your business. We are happy to answer all of your questions. We tailor every service engagement to make sure that we meet your needs. After a 30 minute call, we will produce a proposal with various pricing options related specifically to your business.
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