The company featured in this report is QuickBooks Online's official sample business, not a real client. We chose a worst-case scenario on purpose: negative equity, zero reconciliations, commingled personal expenses, and unreliable reporting. That's the level of mess we're built to untangle. This sample shows exactly how Reconcile Point identifies the root issues, prioritizes what matters, and lays out a clear path to accurate books, dependable cash flow, and a tax-ready set of financials — the same process every client goes through in their free Books Review. Click the button to review the sample report.

Fractional CFO Services for Contractors, Real Estate, E-Commerce & Growing Small Businesses

Strategic Financial Leadership for Better Business Decisions

Running a growing business is exhausting when the numbers don't add up — sales are up, but the cash isn't there. You're making decisions on gut instinct because you don't have the financial visibility to be certain.

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.

Does This Sound Familiar?

• Revenue is growing, but cash flow is still tight.

• Profit doesn't seem to match the sales you're bringing in.

• You're preparing for financing or a major purchase and need real numbers behind it.

• Seasonal swings make it hard to plan with confidence.

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.

E-Commerce & Retail
Shopify, Amazon, Stripe, Square, and multi-channel retailers.

Growing Small Businesses
Owner-operated businesses, service businesses, companies preparing for growth, businesses seeking financing, and companies expanding operations.

Strategic Financial Planning & Decision Support

Our work may include:

• KPI performance reviews

• Weekly updated rolling 13-week cash flow forecast

• Budgeting and financial forecasting

• Long-term business planning

• Profitability and gross margin analysis

• Pricing strategy

• Revenue and expense planning

• Inventory turnover and working capital 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 sent weekly, 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 inventory went up. It can't tell you whether that's smart buying or cash quietly getting stuck on a shelf.

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 executive strategy meeting along with ongoing email support.

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?
Your financial information is handled through secure systems designed to protect confidential business data, and questions are typically answered within 24 hours, excluding weekends and holidays.

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. A Complimentary CFO Books Review is a free, no-obligation look at where your business stands today — so you can stop guessing and start deciding with confidence.