Reconciled Solutions

06/16/2026

Real talk: a lot of DPC practice owners are building a better healthcare model… while quietly wondering:
“Can I actually pay myself consistently?”

In this webinar, we’ll cover the behind-the-scenes foundations that make a DPC practice sustainable: legal structure, financial systems, and brand clarity.

From Startup to Grown Up: Key Legal, Financial, and Branding Foundations of a Thriving DPC Practice

THIS Friday, June 19 | 11–12 PM Central

Register: https://loom.ly/iwgH5og

If you’re 1–5 years in and scaling, this is for you.

06/15/2026

Twenty years ago I started something. I'm still not done.

That's the truest thing I can say about Reconciled Solutions at 20.

It started in 2006 with a conviction that small business owners deserved more than confusion and guesswork when it came to their finances. That the numbers in their business should work for them, not against them. That clarity wasn't a luxury, it was the foundation everything else got built on.

Two decades later, that conviction hasn't changed. If anything, it's gotten louder.

To everyone who's been part of this story — clients, team, referral partners, mentors — thank you. You're in these pages too.

Here's to what's still being written.

06/12/2026

Somewhere over the Midwest, Peter McCarroll and I started sketching out a partnership.

We'd just wrapped Profit First Designer Days in Salt Lake City. Two tired conference-goers. One flight home. And enough shared vision to fill the back of a napkin, and then some.

Peter is the founder of The AI Accountant. And what we mapped out together is something I've been thinking about for a long time: what it actually looks like when deep bookkeeping expertise meets the serious application of AI.

I'm genuinely excited about what this partnership means for the small business owners we both serve.

More soon. In the meantime, what questions do you have about AI and your finances? Drop them below. We're building something and your questions matter.

06/11/2026

DPC Owners: if your practice is growing, your foundation has to grow up too.

We’re hosting a live panel webinar:
From Startup to Grown Up: Key Legal, Financial, and Branding Components of Your DPC Practice
June 19 | 11–12 PM Central

This is a three-pillar conversation for DPC practitioners who want to build something that lasts:
1) Legal: entity flexibility + compliance guardrails that support growth
2) Financial: chart of accounts, KPIs, and telling the story of your numbers
3) Branding: differentiation rooted in the humanity of your care

Register: https://loom.ly/iwgH5og

(Feel free to share with your community!)

06/09/2026

💡 Reconciled Solutions Tuesday Tip:

Most business owners know they should have a budget. Most also hate making one.

Here's the thing: the resistance usually isn't about discipline. It's about not having a system that makes the process feel manageable.

QuickBooks Online has a built-in budgeting framework that handles the mechanics for you. You're not wrestling with spreadsheets or rebuilding formulas every month. You're just thinking about the numbers.

We published 10 tips this month to help you actually use it well. A few that matter most:

Overestimate expenses. Underestimate income. Budget for your essentials before anything else. And look at your Budget vs. Actuals report at least once a month. That last one is where the real learning happens.

A budget doesn't guarantee a profitable year. But flying without one makes it a lot harder to course-correct when things shift.

Read the full article: https://loom.ly/Ghxw3yY

What's the biggest obstacle that keeps you from maintaining a budget?

No one likes creating budgets, but budgeting with QuickBooks Online means the mechanics are in place for you.

06/08/2026

I pray every day with seven women business owners.

We show up for each other before the world asks anything of us. We share our hopes, our struggles, our dreams, and our prayers — and then we go build something.

I don't take that lightly.

This group has lit a fire under my butt more than once. And I am blessed to be a part of God's plan alongside women who are doing the same hard, meaningful work of running a business with intention.

Left to right: Cathy Wagner, podcaster at Richer Retailer and owner of Retail Mavens. Christina Springstead of Springstead Solutions. Me, and Liz Szporn, co-host of The CEO Sisters Road Trip.

If you're building something and you're doing it alone, find your people.

Not just a networking group. Not just a mastermind. People who will actually pray with you.

Who's in your corner?

06/04/2026

They say surround yourself with people smarter than you.

I've taken that seriously.

At Profit First Designer Days 2026, I got to stand next to some of the sharpest minds in this industry — fellow Profit First Professionals, firm owners, and entrepreneurs who are building something real.

My Fortress (left to right):
→ Susanne Mariga — Author of Profit First for Minority Business Enterprises and now designing luxury handbags at Florel (check them out: https://loom.ly/n_229GQ)
→ Wade Carpenter — Accounting Firm owner (https://loom.ly/Mr30yXM), co-host of The Contractor Success Forum Podcast, and author of Profit First for Commercial Construction
→ Me
→ Cyndi Thomason — Owner of Bookskeep (https://loom.ly/MZIswZE) and Your Profit Team (https://loom.ly/bcN7Gw0), author of Profit First for eCommerce Sellers AND Motherhood, Apple Pie, and All that Happy Horsesh*t

These are the people who push me. Who challenge me. Who remind me what's possible.

And then there's Fortress Fury, my other group. I've been in this one for seven years. These people are family.

At our most recent gathering, I led a full-day workshop on Brian P. Moran's The 12-Week Year.

Donna Lim of Sooter Consulting (https://loom.ly/Fh26d0o) summed it up better than I ever could:

"Angie, I read the 12-week year in preparation for your workshop and I have to tell you, I thought the book was a real snooze fest. But you brought it to life! I feel so motivated to go back and make things happen."

Fortress Fury (left to right): Debbie Hylander of Hylander CPA (https://loom.ly/9opUWQw), Debbie DeKnight of Right Way Profits (https://loom.ly/Mnn87gg), me, Cathy Ramos of IBC Business Solutions (https://loom.ly/rNnW-YI) Donna Lim, and Peter McCarroll of The AI Accountant (https://loom.ly/LVil2lM).

Your network is a strategy.

Who are the people making you better this year?

06/04/2026

Most DPC docs didn’t set out to become “accidental entrepreneurs.”

You built a better model of care, then got handed entity decisions, numbers, compliance, and “how do I stand out?” overnight.

Join us for a live webinar: From Startup to Grown Up: Key Legal, Financial, and Branding Foundations of a Thriving DPC Practice

June 19 | 11PM Central

You’ll walk away with:
→ Legal guardrails that protect your mission + make growth possible
→ Financial clarity (clean books, KPIs, and how to pay yourself with confidence)
→ Brand differentiation that helps the right patients + partners find you

Register: https://loom.ly/iwgH5og

Tag a DPC doc who needs this.

05/27/2026

I have a theory about complexity in small businesses.

Most of it isn't strategic. It's accumulated.

A tool was added to solve a problem. A process was created to fix an exception. A workaround was built because no one had time to fix the root issue.

And then someone hired to manage the workaround.

Sound familiar?

Simplicity scales. Complexity fails.

That's our theme at Reconciled Solutions this year, and I think about it every time I walk into a new client engagement and see five software platforms doing the job of one, or three approval layers for a $50 expense.

The goal isn't to strip everything down to nothing. It's to be ruthless about what's actually earning its place in your business.

What's one thing in your business right now that you know is more complicated than it needs to be?

05/26/2026

Concierge doctors and DPC practice owners: you built a model designed to create freedom.

But if your revenue is going straight into one operating account and you're paying everything from the same pool, you don't have a freedom model. You have a cash flow guessing game.

This is exactly why I love Profit First for service-based practices.

https://loom.ly/ZHoK7-U

The concept is simple: pay yourself first, allocate by purpose, and constrain your spending to what's left. It removes the noise and forces your business to become leaner and more intentional, without requiring you to become a financial expert.

For DPC and concierge practices specifically, the membership revenue model is ideal for Profit First. Predictable income. Defined overhead. The math works.

The problem is usually that no one ever set it up.

If you're in concierge or DPC medicine and you've never run Profit First through your practice, I'd genuinely love to talk.

What's the biggest financial stress in your practice right now?

You chose DPC or concierge medicine to bring humanity back into healthcare. N ow learn how to pay yourself like a doctor while doing it.