Reconciled Solutions

7 a.m. at ProfitCon, laptops open, AI on.

Peter McCarroll and I ran The AI Accountant's hands-on workshop for accounting and bookkeeping professionals. Everyone worked through real workflows with the AI tool they already use, then spent five minutes building something for one of their own clients.

The best part? It was all copy and paste. No technical background required.

Thank you to everyone who got up early for it.

Our next Practice Transformation Program cohort starts November 11: https://www.theaiaccountant.ai/transformation

Angie recently went to ProfitCon, and this year's theme has stuck with us: The Architecture of Excellence.

Architecture. Nobody trusts a building because of its paint. They trust it because of what's underneath.

Books work the same way. When the foundation is designed well, with clean accounts and a cash system like Profit First, everything built on top of it runs faster and costs less to keep up. When it isn't, every month turns into a repair job.

That's why so much of our deepest work happens at the beginning, in setup and cleanup. Build it right once and the monthly work stays simple.

Is your business running on a foundation, or on patches?

Not sure which one you have? Our free Profit Assessment is a good place to start: https://reconciledsolutions.net/assessment/

The September newsletter is out! ✏️

The school supply lists went around here a few weeks ago, and I always find them quietly inspiring. Somebody sits down, thinks about the year ahead, and decides exactly what's needed to do it well.

Your business deserves the same list.

Inside this month: who you actually want as clients, what QuickBooks Online can and can't do for your taxes, what changed this month about AI reaching into your books, and something new we've built for the people who send business our way.

Get the September issue: https://bit.ly/RSSeptember26

What's the one thing you'd take away from your business this quarter?

If you track mileage for taxes, 2026 is not a one-rate year. 🚗

The IRS changed the rate mid-stream, so your log has to be split at July 1. Worth sorting out now, while you can still reconstruct where you actually went. Doing it in April from memory usually ends with someone claiming less than they earned.

Details here: https://www.irs.gov/tax-professionals/standard-mileage-rates

Do you log your miles as you go, or rebuild it all at year end? No judgment here. I suspect I know the answer for most of us.

Something new this month, and it's been a long time coming. 💚

Most of our best clients came to us because somebody they trusted made an introduction. We've never had a proper way to say thank you for that. Now we do.

Introduce us to a business owner who's carrying the weight you used to carry: taxes that feel like a scramble, numbers they don't fully trust, cash flow that makes every decision feel risky. When they become an ongoing client and stay with us six months, you get $500.

Clarity creates confidence. Pass it on.

https://loom.ly/oiVunfU

Who do you know who's carrying that right now?

RECONCILED SOLUTIONS | Financial Confidence Referral Program - Reconciled Solutions You know what it feels like to finally trust your numbers. If you know a business owner still carrying that weight, you can hand them the clarity and confidence you already have.

I'll be at ProfitCon this week! 🎟️

This year's theme is The Architecture of Excellence, and I go for the same reason every year: I come home with new ideas, clarity on things I want to change, and the energy that you can only find from being in the same room with a group of talented and inspiring people.

If you're going to be there, I would genuinely love to say hello.

Anyone else going?

Nobody is withholding anything for you anymore.

That's the sentence I wish someone had said plainly to every business owner in their first year. The day you went out on your own, an invisible system became your job.

I wrote up the QuickBooks Online setup that turns tax season into a routine instead of a scramble, and just as importantly, the parts the software genuinely can't do for you.

https://reconciledsolutions.net/your-taxes-are-harder-than-a-w-2-quickbooks-online-can-carry-some-of-it/

What's the one part of tax time that costs you the most sleep?

The Self-Employed tax setup I wish everyone had year one When you had a W-2, a system took taxes out before you ever saw the money. Here's the Self-Employed tax setup I wish everyone had year one.