Reconciled Solutions

What Reconciled Solutions does

Reconciled Solutions is a privately held, virtual bookkeeping and accounting services firm founded in 2006 by Angie Noll and operated as Norita Company, dba Reconciled Solutions, headquartered in Chicago, Illinois. The firm delivers monthly bookkeeping retainers across three tiers (Balanced, Integrated, Transformational Solutions) differentiated by turnaround time, reporting cadence, and strategic advisory depth, supplemented by Profit First Coaching (6-month, $5,400-$9,450 engagements), a $1,885 DIY Profit First Assessment and QuickBooks Online setup package, Pumpkin Planning advisory, fractional controller and CFO services ranging from $500 to $16,000+/month, and a $10,000 "A Day with Angie" intensive. The core technology stack is QuickBooks Online as the primary accounting platform, layered with the Profit First allocation methodology, PSA integrations (ConnectWise, Autotask) for Managed Service Provider clients, and DPC practice management software integrations (Hint Health, Elation, Atlas.md) for healthcare clients.

The firm's go-to-market centers on vertical specialization rather than horizontal scale, with dedicated service tracks for Managed Service Providers (focused on MRR/ARR tracking, vendor license management, and PSA-integrated reporting), Direct Primary Care and Concierge medical practices (HIPAA-safe revenue tracking and physician compensation structuring), and Attorneys. Distribution relies on a sales-led motion through website contact forms, phone outreach (312-212-6933), and Outlook booking, augmented by community-led growth through founder-led thought leadership — Forbes coverage, NAWBO Chicago Director at Large role, and appearances on multiple podcasts (Growth Amplifiers, Profit By Design, Her First Million, Richer Retailer, Women's Business Workshop). The team operates virtually across the United States and India, with named leadership including founder Angie Noll (MBA, Loyola University Chicago; Mastery-level Certified Profit First Professional), Accounting Manager Chris Graaf, Senior Bookkeeper Kajal Shah (9+ years tenure), Profit First Coach Jeff Shumate, and Business Development lead Kitty Conroy.

Quantified client outcomes cited by the firm include a 1,328% client bank balance increase, cost structure improvement from 57% to 51% of revenue, gross margin gains of nearly 20 percentage points in a single year, and 263% growth in a DPC client's total assets. The company is bootstrapped with no disclosed external funding, no M&A activity, and headcount stated at 1-10 employees.

Name

Reconciled Solutions

Legal name

Norita Company, dba Reconciled Solutions

Website

https://reconciledsolutions.net

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

Reconciled Solutions is a Chicago-based virtual bookkeeping and accounting firm founded in 2006 that serves Managed Service Providers, Direct Primary Care practices, attorneys, and small businesses using Profit First methodology and QuickBooks Online, with vertical-specialized MRR/ARR tracking and fractional controller and CFO services.

Ownership category

akta.pro rank

Product category

Small Business Bookkeeping Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Payroll Services (541214), Business Service Centers (56143)

SIC

Services-Computer Processing & Data Preparation (7374), Services-Miscellaneous Business Services (7380)

akta.pro primary industry

Reconciliations, Controls & Financial Operations (GL, Nostro/Vostro, Suspense) (FSABALAI)

akta.pro secondary industries

Cash Forecasting, Reconciliation & Liquidity Tools (FSAMAOAH), Patient Financial Engagement (Estimates, Billing Presentment, Payments) (HLACAEAI)

Keywords

• Small business bookkeeping
• Profit first accounting
• Managed service provider bookkeeping
• QuickBooks online services
• Fractional controller services

Headquarters

HQ city

Illinois City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Monthly Bookkeeping & Accounting Retainers: Ongoing monthly service packages including Balanced Solution, Integrated Solution, and Transformational Solution. Services include transaction categorization, bank reconciliations, financial reporting, and strategy meetings.
2. QuickBooks Online Setup + Profit First Assessment: One-time setup service for new clients or those needing QBO cleanup. Includes customized chart of accounts, 2-hour QBO training, Profit First assessment, and 18-month rollout plan.
3. Profit First Coaching: 6-month coaching program with 12 total meetings (2 per month). Includes homework assignments, coaching notes, and action plans for implementing Profit First methodology.
4. Fractional Controller/CFO Services: Part-time financial oversight and strategic advisory services for scaling businesses. Ranges from bookkeeping review to full accounting function management.
5. A Day with Angie: Full-day intensive consulting engagement with founder Angie Noll at $10,000 for strategic planning and deep-dive business advisory.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels11 records

Core offering

Reconciled Solutions delivers outsourced bookkeeping, accounting, and financial advisory services built around the Profit First methodology and QuickBooks Online. Core offerings include tiered monthly bookkeeping retainers (Balanced, Integrated, Transformational Solutions), Profit First coaching and implementation packages, fractional controller/CFO services, and industry-specialized financial workflows for Managed Service Providers (MSPs) and Direct Primary Care (DPC)/concierge medical practices. The firm also resells QuickBooks Online subscriptions and Gusto payroll as bundled add-ons to its service engagements.

Product overview

Reconciled Solutions is a bookkeeping and accounting service firm, not a software product company. The core offering centers on Profit First methodology implementation combined with QuickBooks Online-based bookkeeping services. The product portfolio includes three tiers of ongoing bookkeeping (Balanced, Integrated, and Transformational Solutions) differentiated by turnaround time, reporting frequency, and strategic advisory depth. These core services are supplemented by Profit First Coaching (a 6-month Fast Track program), DIY Profit First Assessment + QuickBooks Online Setup package ($1,885), Pumpkin Planning advisory, and speaking services by founder Angie Noll. The firm also offers industry-specific service tracks for MSPs and DPC/concierge medical practices, including a $1,885 Starter Systems package for new DPC physicians. QuickBooks Online subscriptions (Essentials, Plus, Advanced tiers) and Gusto payroll integration are resold as add-on services. A free Profit First Assessment serves as a lead-generation tool. All services integrate with QuickBooks Online as the primary accounting platform, with additional integrations to PSA tools (ConnectWise, Autotask) for MSP clients and practice management software (Hint Health, Elation, Atlas.md) for DPC clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Balanced Solution Entry-level monthly bookkeeping package for small businesses including transaction download and categorization, quarterly balance sheet reconciliations, financial reports delivered by the 25th of the following month, 4-day turnaround time, and an annual strategy meeting with a strategic advisor.
• Integrated Solution Mid-tier monthly bookkeeping package featuring faster 3-business-day turnaround, financial reports every other month by the 20th, twice-yearly video walkthroughs of the financials, and semi-annual strategy meetings with a strategic advisor.
• Transformational Solution Comprehensive monthly bookkeeping package with weekly transaction processing, next-day turnaround, financial reports by the 15th, quarterly video walkthroughs, monthly strategy meetings, budgeting and forecasting, process improvement, and 24-month profitability blueprints.
• Bookkeeping for MSPs Specialized bookkeeping and financial advisory service for Managed Service Providers and IT service businesses featuring MRR/ARR tracking, project vs. recurring revenue reporting, vendor license management, technician labor costing, cash flow forecasting, and ConnectWise/Autotask PSA integration.
• Bookkeeping for DPC & Concierge Practices Specialized financial services for Direct Primary Care and concierge medicine practices including HIPAA-safe revenue tracking, membership revenue classification, multi-location class tracking, physician compensation structuring, and integration with Hint Health, Elation, and Atlas.md.
• Starter Systems for DPC Physicians Flat-fee $1,885 starter package for physicians launching DPC or concierge practices that includes customized QuickBooks Online setup, HIPAA-safe revenue system configuration, two live QBO training sessions, and a Profit First assessment.
• Profit First Assessment + QuickBooks Online Setup Do-it-yourself flat-fee ($1,885) package for business owners who want to set up QuickBooks Online correctly and implement the Profit First methodology themselves, including a customized chart of accounts, two hours of QBO training, Profit First assessment with customized percentages, and an 18-month rollout plan.
• Profit First Coaching (Fast Track) 6-month one-on-one coaching program implementing the Profit First methodology with 12 total 60-minute Zoom meetings (2 per month), homework assignments, coaching notes, and action plans; $5,400 for businesses under $1M revenue and $9,450 for businesses over $1M revenue.
• Pumpkin Planning Business planning advisory service based on Mike Michalowicz's Pumpkin Plan method that helps entrepreneurs identify their Sweet Spot, weed out unprofitable clients, and concentrate resources on their highest-value offerings.
• A Day with Angie Full-day intensive consulting engagement with founder Angie Noll at a $10,000 flat rate for strategic planning, financial deep-dives, Profit First rollout, and growth planning.
• Speaking & Keynote Services Keynote speaking and workshop facilitation by founder Angie Noll covering financial confidence, Profit First implementation, and Sweet Spot business strategy for conferences and corporate events.
• QuickBooks Online Subscription Resale Reseller service for QuickBooks Online across three tiers—Essentials ($67/month), Plus ($103/month), and Advanced ($246/month)—with Reconciled Solutions assisting clients in tier selection, setup, and ongoing management.
• Gusto Payroll Services Integrated payroll processing through Gusto offered as an add-on to bookkeeping and QuickBooks Online services.
• Free Profit First Assessment Free online assessment tool providing instant profit analysis with benchmark comparisons, a complimentary 20-minute session with Angie Noll, and bonus access to the first two chapters of the Profit First book.

Quantifiable outcome

• Client bank balances grew from $2,800 to $40,000 (1,328% increase)
• +6 more outcomes

Named customers7 records

Segments1 record

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Feature4 records

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Pilot:

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/ReconciledSolutions
• LinkedInlinkedin.com/company/reconciled-solutions

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Reconciled Solutions