See exactly what a Books Review uncovers. This sample uses QuickBooks Online’s official sample company (not a real client), chosen as a worst-case scenario on purpose: negative equity, zero reconciliations, commingled personal expenses, and unreliable reporting. It shows how Reconcile Point identifies the root issues, prioritizes what matters, and lays out a clear path to accurate books, dependable cash flow, and tax-ready financials, the same process every client goes through.

Fractional CFO Services for Contractors, Real Estate Investors & Professional Practices

Strategic Financial Leadership for Better Business Decisions

Sales are up, so why doesn’t the bank balance show it? When the numbers arrive late or don’t explain much, decisions about hiring, equipment, and pricing end up being made on gut feel.

At Reconcile Point LLC, our Fractional CFO partnership gives you that visibility — clear, current, and built around how your business actually operates, not just the numbers.

Based in Summerville, South Carolina, we primarily serve businesses throughout Charleston and the Lowcountry while selectively accepting clients nationwide.

Do Any of These Sound Familiar?

• Revenue keeps growing, so why is cash still tight?

• Why doesn’t profit match the sales we’re bringing in?

• We’re heading into financing or a major purchase. Will our numbers hold up?

• How do we plan with confidence when revenue swings by season?

If any of this hits close to home, you don't need more reports. You need a partner who can tell you what the numbers actually mean.

Industries We Serve

Contractors & Skilled Trades
HVAC, plumbing, electrical, roofing, general contractors, landscaping, excavation, and mechanical contractors.

Real Estate
Real estate investors, property management companies, rental property owners, short-term rental operators, and house flippers.

Law Firms
Solo practitioners and small firms that need clear visibility into cash flow, collections, and profitability by practice area.

Medical, Dental & Clinics
Private practices and clinics managing collections timing, provider and staffing costs, and expansion decisions.

Not in one of these industries? We review other businesses on a case-by-case basis. Select “Other” on the form below and tell us about your business.

Strategic Financial Planning & Decision Support

Our work may include:

• KPI performance reviews

• Rolling 13-week cash flow forecast, updated every Tuesday

• Budgeting and financial forecasting

• Long-term business planning

• Profitability and gross margin analysis

• Pricing strategy

• Revenue and expense planning

• Working capital and collections analysis

• Equipment and capital investment analysis

• Scenario modeling

• Capital readiness

• Executive financial guidance

The bigger picture: every hiring decision, equipment purchase, new location, or pricing change carries risk. We help you see that risk clearly — before the money is spent, not after — using budgeting, forecasting, scenario modeling, and cash flow planning.

Your rolling 13-week cash flow forecast is updated and delivered every Tuesday, so you always know what's coming — payroll, vendor payments, taxes, debt, equipment — before it becomes a problem.

Understanding Your Business Matters

Software can tell you payroll went up. It can't tell you why — new hires, seasonal staffing, overtime, or growth.

Software can tell you receivables went up. It can’t tell you whether that’s healthy growth or cash quietly getting stuck in unpaid invoices.

The numbers only tell part of the story. We work to understand the business behind them — and we don't make the decisions for you. We give you the clarity and confidence to make them yourself.

What You'll Gain

• Peace of mind knowing where your cash stands — every week

• The confidence to make big decisions without second-guessing

• A clear plan instead of financial guesswork

• Executive-level guidance, without the executive-level overhead

Frequently Asked Questions

Do I need QuickBooks Online?
QuickBooks Online is our preferred accounting platform and the system we recommend for most small businesses. As a Certified Intuit ProAdvisor, our primary workflows are built around QuickBooks Online. We can also work with other accounting systems depending on your business needs and reporting capabilities.

How often do we meet?
Every engagement includes a monthly CFO review meeting with your KPI scorecard, plus email support between meetings. Questions are typically answered within 24 hours, excluding weekends and holidays.

Can you help prepare for financing?
Yes. We help businesses improve financial visibility, strengthen forecasts, evaluate cash flow, and prepare for discussions with lenders and financial partners.

How is my financial information protected?
Documents, messages, and e-signatures run through our secure, SOC 2 compliant TaxDome client portal.

Ready for Clarity Instead of Guesswork?

You didn't start this business to lie awake wondering if you can make payroll or afford that next hire. Every CFO partnership starts with a Books Review: a clear look at where your business stands today, what’s working, and what’s getting in the way. From there, we set your scope and fixed fee, so you can stop guessing and start deciding with confidence.