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Switching from DIY to a Professional Bookkeeper (Zero Downtime)

Move from DIY bookkeeping to a professional, CPA-reviewed monthly close without interrupting operations. Clean migration, catch-up if needed, and a predictable close calendar.

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DIY works—until transactions, AR/AP, and reporting needs grow. If you’re spending nights in QuickBooks or Xero, it’s time to switch to a professional bookkeeper with a CPA-designed monthly close. RemoteBooksOnline migrates your data, fixes history, documents rules, and delivers a predictable close calendar—without interrupting invoicing or payroll. We run a short dual-run if needed, then your first month closes on schedule with CPA review and variance notes. You keep software ownership and approvals; we run the engine that keeps your numbers clean.

The Zero-Downtime Transition Plan

  • tick Access & Discovery (1–3 days) — Read-only statements; checklist & gap review
  • tick Cleanup & Rules (3–10 days) — COA tuning, rule setup, fix duplicates, reconcile balances
  • tick Dual-Run (optional, 1 cycle) — Validate AR/AP routines while we shadow your process
  • tick First Close (month-end) — Recons, accruals/prepaids, reporting pack, CPA review
  • tick Operate (ongoing) — Weekly engine + monthly close + period-lock recommendation

What We Move or Fix

  • tick Chart of Accounts mapping and standardization
  • tickVendor/customer cleanup; rule design for speed & accuracy
  • tickBank/credit/loan reconciliations to statements
  • tickAR/AP aging fixes; undeposited funds cleared; suspense = zero
  • tickAccruals, prepaids, depreciation; inventory/COGS (if applicable)

Timeline & Pricing (guidance—finalize after assessment)

  • tickOnboarding: 3–7 business days after access
  • tickCatch-Up (if needed): 1–4 weeks based on backlog
  • tickFirst Close: targeted to your next month-end
  • tickPricing: plan tiers + one-time cleanup if required (quoted after assessment)

Why Switch to RBO Now

  • tick Xero & QuickBooks Certified daily execution
  • tickCPA-reviewed monthly close—fewer tax-time surprises
  • tickDocumented SOPs + predictable close calendar
  • tickFlat, transparent pricing; fast ROI on time saved

Frequently Asked Questions

We quote catch-up/cleanup first, then move you into the monthly cadence so you never fall behind again.

Yes. You approve AP releases; we prepare runs (maker/checker) and maintain audit trails.

No. We reconcile to statements and keep audit trails. If prior months need correction, we document and post adjusting entries with CPA review.

No. We work inside your QuickBooks or Xero file; you retain ownership and admin rights.

Most clients see their first CPA-reviewed close at the next month-end after access; cleanup may add 1–4 weeks.

Ready to Pick Your Package?

Get a price now, then schedule your CPA-reviewed first close.

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