Welcome to Reconciled!


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Bookkeeping + Accounting Engagements: Next Steps

1.

Please look for an email from our onboarding team with a link to schedule an onboarding meeting if you accepted an agreement for:

  • Bookkeeping services 
  • CFO services
  • Controller services

2.

Please invite us to your Quickbooks Online account as an "Accounting Firm" user by: 

*If you do not have a Quickbooks Online account, you may skip this step

  • Select the "Gear" icon
  • Select "Manage Users" and select "Accounting Firms"
  • Input this information: Michael Ly, admin@reconciled.com


Tax Engagements: Next Steps


If you signed an Income Tax Engagement, feel free to email questions to tax@reconciled.com. Otherwise, please click the button below.


Schedule Your Tax Appointment

Communications


Important!

PLEASE LABEL THESE DOMAINS SAFE OR WHITELIST THE DOMAINS AS SAFE IN YOUR EMAIL SYSTEM.

PLEASE CHECK YOUR SPAM/JUNK MAIL FOLDERS FOR EMAILS FROM THE FOLLOWING WEBSITE DOMAINS AS THEY WILL BE IMPORTANT FOR FUTURE COMMUNICATION WITH THE RECONCILED TEAM: 

  • reconciled.com
  • getreconciled.co
  • reconciledit.com
  • practiceignition.com


Questions?

If you have any questions about the onboarding process, reach out to our onboarding team at admin@reconciled.com or 802.242.1352 x718


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