Preparing for Your First Quarterly Reconciliation
First-time clients often over-prepare digitally and under-prepare on paper. This checklist reflects what our practitioners actually use during a ninety-minute reconciliation.
Bring
- Your bound ledger or the notebooks you want consolidated
- Index cards or address label notes
- A handwritten or printed list of balances you are comfortable disclosing
- Reading glasses if you use them for small print
Leave at home
- Seed phrase backups (we will never ask for them)
- Hardware wallet PINs written on paper
- USB drives with wallet exports unless you have a specific question about a file format
Timeline
Arrive ten minutes early for coffee and ledger numbering. The reconciliation itself runs sixty to seventy-five minutes. The final fifteen minutes cover the signed sheet and scheduling your next visit.
Sessions that exceed twelve allocation rows may continue in a follow-up appointment — we will quote additional row fees before continuing.