Jonathan Reich

Jonathan Reich is a Certified Public Accountant (CPA) with deep expertise in taxation, financial systems, and strategic business advising. He supports a diverse portfolio of businesses, including restaurants, bookstores, property management companies, and a thriving construction firm. Known for his no-nonsense approach and hands-on leadership, Jonathan blends real-world experience with technical precision—whether he’s streamlining accounting workflows, optimizing tax strategies, or forecasting financial performance. Outside of the numbers, he’s a fitness enthusiast who trains in his home gym before sunrise and has a knack for marine aquariums, construction projects, and keeping things humble—no flashy titles needed. ReichCPA.com.

Best Kimblewick Group Alternatives for Outsourced Finance and Transaction Advisory

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Best Kimblewick Group Alternatives

Kimblewick Group sits in the operator-led finance advisory lane. It’s positioned around foundational finance, strategic finance, and transaction advisory, with services that include accounting oversight, budgeting, reporting, financial modeling, KPI tracking, fundraising support, sell-side M&A, buy-side M&A, and investor relations.  Basically, they can help you run your business if you don’t know how to best … Read more

A CPA’s 9-Step Guide to Switching Accounting Software Without Losing Data

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A CPA’s 9-Step Guide to Switching Accounting Software Without Losing Data

Switching accounting software sounds simple at first — until you remember what lives inside the old system: your chart of accounts, customer list, vendor list, transaction history, bank reconciliations, open invoices, unpaid bills… the list goes on and on. That’s why I see most business owners stay in the wrong accounting system too long. It’s … Read more

Why I Switched From QBO to Digits

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Why I Switched From QuickBooks to Digits

I didn’t switch from QuickBooks Online because it was bad software. That’s oversimplifying it, and it’s not true anyway. QBO works, works well, and is overall a great software. It’s ubiquitous for a reason, after all. Besides, QBO did a lot for us. It held the books together, handled the basics, and gave us the … Read more

Best Accounting Software That Integrates With Rippling: A CPA’s Perspective

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Rippling is great when it comes to handling the people side of the business: payroll, benefits, onboarding, device management, employee data, contractor payments, and a growing list of finance workflows. But Rippling has its shortcomings as a general ledger or accounting system. Why is this important? It matters because payroll does not stop at paying … Read more

The Best Accounting Software for SaaS Businesses: A CPA’s Take

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Best Accounting Software for SaaS Businesses

SaaS accounting looks simple from the outside. You sell software, customers pay monthly or annually, and revenue comes in through Stripe, ACH, credit card, or invoice. You’ll have payroll, contractors, hosting costs, software subscriptions, sales commissions, and maybe a few vendors, but on paper, it seems cleaner than a restaurant or even a retail business … Read more

What to Do if Stripe Freezes Your Funds

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What to Do if Stripe Freezes Your Funds

If Stripe freezes your funds, the worst move is to panic, even though that’s probably instinctively your first response! The better move, however, is to get organized, find the exact reason, respond with the right documents, and protect your cash flow while the review is still open. Stripe can pause payouts for several reasons, including … Read more

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