Reconciled
Virtual bookkeeping and accounting services for growing businesses.
About Reconciled
Reconciled is an outsourced accounting firm, not software. You hire their team of bookkeepers and CPAs to handle your month-end close, payroll reconciliation, and financial reporting inside QuickBooks or Xero — whichever you already use. A dedicated bookkeeper manages your books on a fixed monthly cadence, and you get a named point of contact rather than a support ticket queue. CFO advisory is available as an add-on for businesses that need cash flow forecasting or board-ready financial packages. The firm targets owner-operated businesses in the $1M–$20M revenue range that have outgrown part-time bookkeeping but aren't ready to hire a full-time controller. B Corp certification matters here only if it matters to your stakeholders — it signals that Reconciled has met third-party standards on governance and worker practices, which some mission-driven clients treat as a vendor requirement. The core limitation is control. You're adopting their workflow, their close schedule, and their pricing structure. You don't get a dashboard you own, you can't self-serve a report at midnight, and switching firms later means migrating all your historical context. If your books are genuinely complex — multi-entity, inventory-heavy manufacturing, or fund accounting — Reconciled's generalist team is likely the wrong fit.
Best for
Mission-driven businesses wanting virtual bookkeeping from a certified B Corp provider
Key Features
- Virtual bookkeeping services with dedicated bookkeepers
- CFO advisory services for strategic financial guidance
- Cloud-based tax preparation and filing
- B Corp certified sustainable business practices
Pros & Cons
Pros
- Dedicated named bookkeeper assigned to your account, not a rotating support pool
- Works inside your existing QuickBooks Online or Xero file rather than forcing a platform migration
- CFO advisory available without hiring a separate fractional CFO firm — one vendor handles close through strategy
- B Corp certification is verifiable third-party credentialed, useful for clients with ESG vendor requirements
- Tax preparation and filing handled by the same team that manages your books, reducing handoff errors at year-end
- Stripe and PayPal transaction reconciliation included, relevant for e-commerce and subscription businesses
- Service scales from startup bookkeeping up to controller-level oversight without changing firms
Cons
- No software to evaluate — you cannot trial the service, log into a demo environment, or assess output quality before signing a contract
- Custom quote-only pricing means you cannot compare costs against Bench or Bookkeeper360 without a sales call
- You inherit their close timeline and reporting templates; customizing either requires negotiation, not a settings change
- Switching costs are high — historical context, process documentation, and institutional knowledge leave with the team
- Not built for complex entity structures, nonprofit fund accounting, or inventory-intensive manufacturing
- B Corp status adds no functional accounting capability — it is a credential, not a feature
Ledger Brief Take
This is a traditional outsourced accounting firm that's packaged itself as a "tool" — you're hiring their team, not accessing software. The B Corp certification differentiates them for sustainability-focused clients, but the service model means you're locked into their processes and pricing structure rather than controlling your own tech stack.
Frequently Asked Questions
Common questions accountants ask about Reconciled.
How does Reconciled pricing work and what does a typical engagement cost?
All pricing is custom and requires a discovery call. Reconciled does not publish tiers or entry prices. Expect a quote based on transaction volume, entity count, and whether you add CFO advisory or tax prep. No free trial exists. Budget accordingly for at least a month of back-and-forth before you can evaluate cost against competitors like Bookkeeper360 or Pilot.
Does Reconciled work with QuickBooks or Xero, or do they use their own platform?
Reconciled works inside QuickBooks Online and Xero — they do not operate a proprietary ledger. Your file stays in the platform you already use. If you are on QuickBooks Desktop, confirm compatibility before signing; their workflow is cloud-first and Desktop support is limited.
How does Reconciled compare to Bench or Bookkeeper360?
Bench uses proprietary software you cannot export cleanly, which creates lock-in but gives them a consistent product. Bookkeeper360 integrates more tightly with payroll platforms. Reconciled's differentiator is the B Corp certification and willingness to layer in CFO advisory under one contract. None of the three are cheaper than hiring part-time local help below $500K in revenue.
What happens to my data and books if I leave Reconciled?
Because your books live in QuickBooks or Xero, you retain access to the file after termination — you are not locked out of your own data. However, process documentation, reconciliation notes, and institutional knowledge about your accounts stay with their team. Plan a formal offboarding and knowledge-transfer period before switching firms.
Is Reconciled a good fit for nonprofits or grant-funded organizations?
No. Reconciled targets for-profit businesses and does not specialize in fund accounting, grant tracking, or Form 990 preparation. Nonprofits should look at firms with dedicated nonprofit accounting practices or software like Aplos and Sage Intacct with nonprofit modules.
What does the B Corp certification actually mean for my accounting service?
B Corp certification means Reconciled has passed a third-party assessment on social and environmental practices — governance, worker treatment, and business ethics. It does not affect the accuracy of your books, the speed of your close, or the software they use. It is relevant only if your organization requires certified B Corp vendors in your supply chain.