FOR SMALL BOOKKEEPING FIRMS (5–30 CLIENTS)
Leaving QuickBooks Online? Decide in one evening — not one quarter.
QBO bugs, broken bank feeds, and support runarounds are eating your unbillable hours. But switching feels risky and expensive, so the decision keeps sliding. We make it concrete: exact costs, exact risks, exact steps — for your firm, not a generic listicle.
Product A — The QBO Exit Decision Handbook · $39
One evening of reading, one clear decision.
- Platform-by-platform comparison built for multi-client firms (Xero, FreshBooks, Zoho Books, Wave): pricing at 5/15/30 clients, feature gaps that actually bite bookkeepers, and which client types each fits
- Per-client migration cost & effort calculator (spreadsheet included)
- Data-loss risk checklist: what exports cleanly, what doesn't, what to snapshot before you touch anything
- Client-communication templates for announcing a switch (or a partial one)
- A stay / partial-exit / full-exit decision tree — because sometimes the right answer is staying, and the handbook says so honestly
Delivered as PDF + spreadsheet within 24 hours of purchase. 30-day full refund.
Buy the handbook — $39
Product B — Done-for-you migration · $299 per client
You approve the plan; we move the books.
- Written fixed-price scope before you pay — per client, no surprises
- Chart of accounts, open balances, historical transactions (as far as the source exports allow), attachments where exportable
- Post-migration reconciliation check against source reports
- Access via standard accountant invite — revoke anytime; we never store your credentials
- 30 days of post-migration email support
Quote within 12 hours. Typical single-client migration completed within 48 hours of approval.
Request a migration quote
FAQ
Is my client data safe?
We work through standard accountant-access invites you control and revoke. Exports stay in your accounts; we keep nothing after handover.
What if the handbook tells me to stay on QBO?
Then you saved a quarter of second-guessing for $39. The decision tree is honest — about a third of firms are better off staying.
Can you migrate just one problem client first?
Yes — that's the recommended way to test the water. $299, one client, see how it feels.