Switching · Golden, Colorado
Your bookkeeper went quiet.
You're allowed to leave.
Almost nobody fires a bookkeeper over a mistake. They leave because the calls stopped being returned, month-end stopped arriving, and nobody ever told them anything they didn't ask for first. If you've been putting up with that and calling it normal — it isn't, and moving is far easier than you think.
№ 01 — Is this you?
You've probably already left. You just haven't said it out loud.
Most owners in this position haven't framed it as “I should switch.” They've framed it as “I should chase them again.” If more than one of these lands, that's your answer.
- 01You've called or emailed and you're still waiting to hear back.
- 02You can't remember the last time they told you something you didn't ask about first.
- 03Month-end arrives whenever it arrives — and you've stopped expecting a date.
- 04Your CPA has commented on what they receive from your bookkeeper.
- 05You've been surprised by an invoice.
- 06You've found mistakes yourself — in your own books, that you're paying someone else to keep.
- 07You've quietly started doing parts of it yourself again.
Most owners don't leave a bookkeeper over a mistake. They leave because the phone stopped getting answered — and they wait far too long to do it.
№ 02 — What's actually stopping you
It isn't loyalty. It's friction.
Nobody stays with a bookkeeper they've stopped trusting because they want to. They stay because moving sounds like a nightmare. Here is what it actually is.
- “Moving my books will be a nightmare.”
- It's a file transfer, and we do it. Your QuickBooks Online file stays exactly where it is — we're simply added to it, and your old bookkeeper is removed. Nothing gets rebuilt, nothing gets re-keyed, and you don't chase anyone for anything.
- “I'll lose my history.”
- You won't, because it was never theirs. Your QBO file is yours. Every transaction, every reconciliation, every prior year stays in place. If you ever leave us, the same is true in the other direction — full access, and everything goes with you.
- “I'd have to fire them first, and I'm dreading it.”
- You don't. Talk to us first, find out where you stand, and decide afterwards — nothing is set in motion by a conversation. If you'd rather not have the confrontation at all, we can start the month after they finish, so there's no gap and no awkward overlap.
- “It's the middle of the year. Isn't that a bad time?”
- No. Mid-year is the easiest time to move, because the prior year is already closed and this year is still fixable. The genuinely bad time to switch is the week your CPA is asking for the file — which is when most people finally do it.
- “My books are a mess and I'm embarrassed to show anyone.”
- Everyone says this, including the people whose books are fine. It's exactly what the $50 consultation is for: we look at the real file, tell you honestly what shape it's in, and give you a written, flat price to fix it. Nobody is going to make you feel stupid about your own business.
- “They're cheaper than you.”
- They might be. But an hourly bill that arrives as a surprise isn't cheap, and neither is a bookkeeper who doesn't answer — that cost just doesn't appear on the invoice. Our pricing is flat and published: $300, $500, or $1,000 a month, and the number is confirmed in writing before you commit.
№ 03 — How it actually goes
Four steps, and you never chase anyone.
A 60-minute look at your real file
$50, and it's a working session, not a sales call. We open your actual books — not a questionnaire about them — and tell you plainly what's current, what's broken, and what it will take to fix. Credited back on your first month if we're a fit.
A written scope and a flat price
You get the shape of it in writing: what's wrong, what it costs to put right, and what the monthly fee will be. Nothing is hourly and nothing is open-ended. If the answer is 'your current bookkeeper is doing fine' — we'll say that too.
We take over the file. You don't chase anyone.
We're added to your QuickBooks Online file and take it from there. Read-only bank access — your logins stay yours, and we never move money. You tell your bookkeeper whenever you're ready, and if you'd rather not, we'll simply start after they've finished.
A close date you can set your watch by
Books reconciled every month, on a date you know in advance, with a plain-English note on what changed and what it means. And a local number that a person answers — which, according to every study of why people leave a bookkeeper, is the whole ballgame.
We'll tell you if you should stay.
If we open your file and your current bookkeeper is doing a decent job, we will say so — and you'll have spent $50 to find out your books are fine, which is not a bad afternoon. We're not interested in winning a client we then have to apologise to.
Next step
Find out where your books stand.
The books check-up is $50 — a real review of your current books plus a written, flat-price plan. A small fee keeps both sides serious, and we credit it back on your first month if we're a fit. No hourly meter, ever.