Reconciled Solutions

08/29/2026

Did you know the first week of August was National Simplify Your Life Week? Reconciled Solutions' entire 2026 theme is "complexity fails, simplicity scales," and we feel seen.

This month's newsletter leans all the way in. Inside:

🔮 Why your year is decided in August, not December — and the one-page check-in that replaces the panicked December phone call.

🤨 The QuickBooks mystery line nobody asks about out loud: unapplied cash payment income, finally explained.

✅ Five QBO features that support a more profitable business (and the caveat that makes them work).

🤖 The debut of The AI Accountant Corner — the two rules that made AI genuinely useful in our own back office, starting with "propose, don't act."

🩺 And a free webinar on Friday, September 11 for DPC and concierge physicians: a healthcare attorney, a branding specialist, and me on the legal, financial, and brand foundations of a practice that lasts.

The link's in the first comment. Grab your iced coffee.

What's one thing you're simplifying this month?

08/28/2026

There's a line that shows up on QuickBooks reports that stops almost everyone the first time: "unapplied cash payment income."

Most owners do one of two things with it. Squint, then move on. Or worry quietly that something's broken.

Here's the plain-English version: it usually means a payment got recorded without being matched to its invoice. Harmless-sounding — except left alone it can overstate income, distort your reports, and complicate your taxes. It's one of the most common cleanup items we find in new client books, and it's very fixable.

We updated our full guide to what it is, why QuickBooks creates it, and how to clean it up the right way. Link's in the first comment.

What's the QuickBooks line item you've been squinting at lately?

08/07/2026

I have an Immutable Law I run my own business by: do what you say, say what you do.

I ask my clients, especially the ones running law practices and mental health practices, if their own pay reflects what they'd tell a client success looks like. Most of the time, the honest answer is no.

It's not because they don't care. The system failed them. Irregular revenue. No real visibility into owner pay versus what's left after bills. Nobody taught them to work backward from the number they actually want.

That's exactly what the Reverse Engineer Your Owner's Pay calculator is built for. Start from the income you want, then build toward it, instead of hoping there's something left at the end.

What number would you reverse-engineer toward, if nothing was stopping you?

08/06/2026

It's National Simplify Your Life Week, and I'll be honest, my brain went straight to my email inbox before it went to my books.

But bookkeeping is usually where business owners are carrying the most invisible complexity: too many logins, too many spreadsheets, a process nobody remembers the reason for.

What's one thing in your business you know is more complicated than it needs to be? I'm making a list today.

07/31/2026

Twenty years ago, I started Reconciled Solutions with a computer, a QuickBooks login, and a belief that small business owners deserved to understand their own numbers.

Last month, I got to celebrate that milestone with a patio full of the people who built it alongside me. And then our leadership team stayed in town, sat in one room together (some of us meeting face to face for the first time), and made magic happen.

This month's newsletter is a full one. Inside:

The 7 financial blind spots I see most in DPC and concierge practice books, and what to do about them.

An honest look at what QuickBooks automation should actually free you up for. Hint: it was never the typing.

The debut of The AI Corner, where I'll share where AI genuinely helps a small business, minus the hype.

And a farewell to a team member whose goodbye note I've read more than once.

Twenty years in. Still building. Still learning. Still showing up.

Grab your coffee and get reading: https://mailchi.mp/12b9613c4268/rs-newsletter-july2026

What's kept you showing up for the thing you're building?

This month, one article is about building the right foundation from scratch, and the other is about getting more out of the system you already have. Read the one that matches where your practice or business is right now, or both, since foundations and efficiency tend to reward each other.

07/21/2026

Three days away! ⏰ Our free DPC webinar is this Friday, July 24 at 10:30 AM CDT.

From Startup to Grown Up: The Legal, Financial, and Branding Foundations of a Thriving DPC Practice. Three experts, one hour, and the exact foundations that separate practices that survive from practices that scale:

✅ Legal structure that protects your mission (healthcare attorney Stephanie Posey)
✅ Books and KPIs that tell your practice's real story, plus how to pay yourself with confidence (that's me!)
✅ A brand that makes you unmistakable in your market (DPC branding specialist Trina Fisher)

You became a physician to care for people. Let's make sure the business underneath your practice deserves the care you put into it.

Last call to register: https://events.zoom.us/ev/AhjqJoeYeZLnGN9Qw16NnfWiv9pLZ-toQolDUjH0AU7YvH5g-LDF~AiqVevty5vwsKaI9gBfRpb7-QEdUKMCP7Z1E3FvguHE5RWXyRI7LPzM5vg

Will we see you there? Drop a 🙋 in the comments if you're in.

07/15/2026

Leaving the insurance model was supposed to bring your practice back to what medicine is supposed to feel like: real relationships, longer visits, care that isn't rationed by an insurer.

But a lot of DPC and concierge physicians tell me the business side snuck up on them. Membership revenue that's hard to track. Confusion about what to actually pay yourself. Worry about keeping patient data HIPAA-safe in a bookkeeping system that wasn't built for healthcare.

I wrote up the seven financial blind spots I see most often in DPC practices, and how to fix each one before it becomes a bigger problem: https://reconciledsolutions.net/7-financial-blind-spots-quietly-undermining-your-dpc-practice/

If you're building a DPC or concierge practice (or know someone who is), this is worth the read.

What part of running the business side has surprised you most?

A full breakdown of the seven financial blind spots I see most in DPC and concierge practices, and what to do about each one.

07/09/2026

Nobody warned you that opening a DPC practice came with a second full-time identity: accidental entrepreneur.

You trained for medicine. Then suddenly you were choosing legal entities, untangling membership revenue, and trying to figure out what to pay yourself. None of that was in residency.

That's exactly why I'm teaming up with healthcare attorney Stephanie Posey and DPC branding specialist Trina Fisher for a live webinar: From Startup to Grown Up: The Legal, Financial, and Branding Foundations of a Thriving DPC Practice.

One session, three foundations:
Legal guardrails that protect your mission and set you up to grow.
Financial confidence: clean books, the right chart of accounts, KPIs that tell your practice's real story, and how to pay yourself without guessing.
A brand that owns your corner of the market and reflects the humanity you brought back to medicine.

July 24 at 10:30 AM CDT.

Save your seat: https://loom.ly/BinnDvQ

If you know a physician building a DPC or concierge practice, send this their way. This is the stuff nobody teaches in med school.

What part of the business side caught you most off guard?

07/08/2026

This is what "work hard, play hard" looks like when it's real. ❤️

Our India team got together for a special outing: great food, an afternoon of games, and dance videos that genuinely made me laugh out loud. (The choreography! The costume changes! I fear I'm employing future TikTok stars.)

The reason was bittersweet. The team gathered to celebrate Sanjay, who is heading off to his next chapter after years of guidance, support, and the kind of leadership that makes everyone around him better. Reading the thank-you messages the team wrote for him had me smiling at my desk half a world away. Sanjay, thank you for everything. You will be so missed.

Work hard, play hard is one of our five Immutable Laws at Reconciled Solutions, right alongside nice people only. Days like this are why.

What's the best team celebration you've ever been part of? 🎉

07/07/2026

A client once told me she logged into QuickBooks Online to record one customer payment.

Two hours later, she was still in there. Invoices. Uncategorized transactions. A pending estimate. The whole tour.

Here's what I told her: this is not a discipline problem. It's a setup problem. QuickBooks Online was built to do most of that work for you, and almost nobody turns the automation on.

Bank feeds import your transactions so you review instead of type. Bank Rules categorize the regulars. The mobile app files receipts the second you snap them. Recurring transactions handle rent and subscriptions without you.

One afternoon of setup. Hours back, every single month.

Complexity fails. Simplicity scales. And your bookkeeping is the first place that shows.

I wrote up the full setup walkthrough here: https://loom.ly/iWBSyO8

What's the task that swallows your time every time you open your books?

QuickBooks Online has automation built in that could cut your bookkeeping time by half if you used all the tools available.