Business Details
14 Years
experience
Your Trusted Partner for Accounting Solutions
Modern Reckoning was founded in 2012 to provide tailored accounting solutions for small businesses. Our team of certified professionals brings decades of combined experience in financial services, tax planning, and business advisory. We specialize in transforming complex accounting tasks into streamlined processes, allowing business owners to focus on growth. Our services are built on a foundation of transparency, expertise, and personalized support. With a focus on modern methodologies, we deliver actionable financial insights that empower clients to make informed decisions. Our commitment to continuous improvement ensures clients receive up-to-date solutions aligned with evolving industry standards.We prioritize client education, ensuring business owners understand their financial landscape to drive sustainable success. Our virtual operations model enables efficient service delivery while maintaining rigorous data security protocols. Through proactive tax planning and cash flow management, we help clients minimize liabilities and maximize profitability. Our approach combines technical excellence with a deep understanding of the unique challenges faced by lifestyle entrepreneurs.
Services
Monthly Bookkeeping
Tax Preparation
Payroll Processing
Financial Advisory
Cash Flow Management
Details
- Year established: 2012
Highlights and features
- We offer 15+ years of combined experience in accounting and financial advisory
- Our team includes a Massachusetts-licensed CPA with advanced accounting credentials
- We provide personalized financial roadmaps tailored to lifestyle business owners
- Our virtual operations ensure cost-effective service delivery without compromising quality
- We guarantee transparent communication and proactive tax planning strategies
Associations and certifications
- CPA (Certified Public Accountant)
What people say
Peace of mind
Expertise
Client experience
Understand finances
Best decision
Services
Monthly Bookkeeping
Our monthly bookkeeping service maintains accurate financial records through systematic transaction classification and bank reconciliations. We ensure all income and expenses are properly documented using QuickBooks Online, providing real-time financial visibility. This foundational service supports informed business decisions through reliable financial reporting.
Tax Preparation
We handle annual income tax preparation with comprehensive planning strategies to minimize liabilities. Our service includes Schedule C preparation for businesses and Form 1099 processing, ensuring compliance with tax regulations. Proactive tax planning helps clients optimize their financial position throughout the year.
Payroll Processing
Our payroll service manages employee payments and tax filings with direct deposit capabilities. We handle quarterly and annual tax deposits, ensuring compliance with federal and state regulations. This service reduces administrative burdens while maintaining accurate payroll records.
Financial Advisory
We provide strategic financial advisory through regular management meetings and KPI tracking. Our advisory service helps businesses interpret financial data, create effective budgets, and develop growth strategies tailored to their specific needs and market conditions.
Cash Flow Management
Our cash flow management service includes budget creation and monitoring to ensure financial stability. We help businesses forecast revenue, manage expenses, and implement strategies for maintaining healthy cash reserves to support sustainable growth.
People
Justine Laurie
CPA, Chief Reckoner
Certified Public Accountant with 15+ years experience in financial services. Holds MBA in Accounting from Suffolk University. Specializes in small business accounting solutions and tax planning strategies.
Amanda Kroll
Girl Friday
Operations specialist with MBA background. Manages day-to-day administrative functions and client communications. Brings corporate experience to support efficient accounting service delivery.
Lori Smith
Staff Accountant
Experienced accountant with Big 4 firm background. Focuses on monthly bookkeeping and financial reporting. Provides technical expertise in maintaining accurate financial records.
Questions
What accounting services do you specialize in?
We specialize in monthly bookkeeping, tax preparation, payroll processing, financial advisory, and cash flow management for small businesses.
How do you customize your services?
We use a comprehensive questionnaire to understand your business needs, then create three tailored service packages with different levels of support and pricing.
What accounting software do you use?
We exclusively work with QuickBooks Online. For accounts payable management, we utilize Bill.com as our integrated solution.
How are your service packages priced?
Our fixed-fee packages start at $500/month for Silver, $650/month for Gold, and $975/month for Platinum, with pricing adjusted based on business size.
How do you ensure data security?
We use TaxDome client portal with secure servers and maintain compliance with GLBA regulations through physical, electronic, and procedural safeguards.
