Where Is All Your Cash Actually Going?

Books Review

Fractional CFO • Tax Preparation • Bookkeeping | Veteran-Owned | Led by Carlo Hodil, FMVA®, Certified QuickBooks ProAdvisor

Most business owners we talk to aren't short on effort. They're short on clarity: money in the bank that isn't really theirs to spend, work that looks profitable but doesn't feel like it, and tax bills that show up as a surprise.

Reconcile Point works with contractors, real estate investors, and professional practices such as law firms and clinics. We help them see what their numbers are actually saying, so they can decide based on facts instead of gut feel.

Based in Summerville, SC, we serve Charleston, the Lowcountry, and clients nationwide.

Start With a Books Review

Fractional CFO Partnership

Are your biggest decisions backed by a forecast, or by gut feel?

We act as your finance team: financial forecasting, budgeting, headcount and scenario planning, and cash flow management, backed by a monthly KPI scorecard and a CFO review meeting to decide what to do next.

  • Financial forecasting and budgeting

  • Monthly KPI scorecard and CFO review meeting

  • 13-week cash flow forecast, updated weekly

  • Profitability by job, property, and practice

  • Headcount and scenario planning for hires, equipment, and expansion

  • Readiness for lenders and financing

Your scope and fixed fee are set after your Books Review.

See How the CFO Partnership Works →

Tax Preparation

When was the last time your tax bill didn't surprise you?

We prepare returns from clean records and plan with you during the year, so April isn't a scramble. We work with individuals, self-employed professionals, and business owners.

Every return we file includes Protection Plus:

  • $1 Million Tax Audit Defense™. If you receive a notice, you notify Protection Plus and they handle the rest. Their Enrolled Agents and CPAs resolve IRS and state notices, audits, and inquiries for three years from the filing deadline.

  • Identity Theft Restoration. A dedicated specialist works to restore your identity, for you, your spouse, and your dependents, for one year after your return is filed.

  • A secure TaxDome client portal with encrypted e-signatures.

See Our Tax Approach →

Bookkeeping

If your books had to support a loan application tomorrow, would they hold up?

Each month, a Certified QuickBooks ProAdvisor categorizes your transactions, reconciles your accounts, and delivers your reports on time, all in QuickBooks Online. Your QuickBooks Online subscription is included in one fixed monthly fee, based on your transaction volume and complexity.

See How Our Bookkeeping Works →

Do Any of These Sound Familiar?

  • We had a strong month on paper, so why is the account so thin?

  • Which jobs actually made money last quarter, and which ones cost us?

  • Is each property carrying its weight, or is one covering for another?

  • Why are we billing more but collecting less?

  • How long are we waiting to get paid for work we've already done?

  • Can we afford the next hire or next piece of equipment without putting cash at risk?

  • How much should we be setting aside for taxes right now?

If you've asked yourself any of these, the problem usually isn't effort. It's visibility. What would change if you had those answers before you made the decision?

We Start With What's Actually Happening in Your Business

Before we recommend anything, we review your books and ask the questions most accountants skip. What's working? What's keeping you up at night? Where do you want the business to be a year from now?

Then we build the plan around your answers.

Why Clients Choose Reconcile Point

  • Fixed fees quoted up front, with no hourly billing and no surprise invoices

  • One partner for CFO guidance, tax, and bookkeeping, all year and not just in April

  • Built for contractors, real estate investors, law firms, and clinics

  • Veteran-owned, led by an FMVA® credential holder and Certified QuickBooks ProAdvisor

  • Protection Plus included with every tax return: $1 Million Tax Audit Defense™ and Identity Theft Restoration

  • A secure TaxDome portal for documents, messaging, and e-signatures

What Would Clearer Numbers Change for Your Business?

Every engagement starts with a Books Review. We look at where your books stand today, talk through what you want the business to do next, and recommend a fixed-fee engagement built around it.

Start With a Books Review

A black coffee mug, a calculator, a pen, a paper with a check for tax documents, and a time sheet on a black surface.

Now Accepting New Fractional CFO Clients — Start With a Books Review

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Now Accepting New Fractional CFO Clients — Start With a Books Review ~