Why do I need a bookkeeper if I have an accountant?

Bookkeepers and accountants have vastly different roles.

Bookkeepers maintain meticulous records of daily financial transactions, maintain ledgers, and organize the financial information. Further, bookkeepers reconcile accounts, correct any errors, and provide monthly reconciliations, so you can view up-to-date financials throughout the year.

Accountants focus on strategic financial advice, tax preparation, forecasting, and budget preparations.

How often will my books be updated?

Most bookkeepers update books on a monthly basis. Reconcile This is different; your books will be updated weekly! This ensures that up-to-date financial information is available for you to aid in strategic business purchases.

Can I just hand over a box of receipts and call it good?

Sort of. There is a set-up process that requires collaboration between the business owner and Reconcile This. Once the business is set up in QuickBooks Online, financials are remitted, and most pressing questions answered, other issues can be dealt with in weekly emails or phone calls.

Business owners are welcome to fully participate in the bookkeeping, or take a step back and allow the bookkeeper to fully manage the information with minimal interaction. Generally, business owners fall somewhere in the middle of this spectrum.

Do you provide financial recommendations?

Reconcile This focuses on the bookkeeping aspect of the financials. However, recommendations can be provided if the business owner so desires.

Monthly financial reports are included in the monthly bookkeeping rate for the owner to review.

What credentials does Reconcile This bring to the table?

Check out the About page to find out more. The business owner/operator brings a wealth of knowledge from extensive education and experience in the accounting field.