Services › Switching Bookkeepers
Most owners who call us aren't new to bookkeeping. They already have a bookkeeper, and they're tired of chasing them: unanswered emails, books that are months behind, bills that change every month, and reports nobody explains.
You shouldn't have to wonder whether your numbers are right. Here's what changes when you switch to Provision Bookkeeping. For a deeper look, read 8 common bookkeeper frustrations and how to fix them.
What you're frustrated with, and what we do instead
- Slow or no replies. Your open questions come in one short list each month, and you can book a quick call whenever you want to talk through your numbers.
- Books months behind. A monthly close: every account reconciled and your financial statements delivered shortly after month-end.
- Surprise hourly bills. A set monthly price agreed up front, based on your accounts and transaction volume. Questions don't run a meter.
- You still do the data entry. Bank feeds, bank rules and receipt capture set up in QuickBooks Online so your part shrinks to a few answers a month.
- Penalty notices. Payroll, 1099s and Arizona sales tax (TPT) tied out to your books so what you file matches what happened.
- Reports nobody explains. A monthly review of what changed and why, with ideas to make and save money, like a light fractional CFO.
- A mess left behind. An honest assessment, a written cleanup plan and a fixed quote before any work starts.
How switching works
- Free call. Tell us what's not working. We'll ask about your accounts, transaction volume and anything that's due soon.
- File review. You give us access to your QuickBooks Online file (it's yours, not your bookkeeper's). We check the last reconciliations and list any open items.
- Set price and start month. You get a set monthly price, plus a fixed quote for any catch-up or cleanup, before any work starts.
- Clean hand-off. We pick up from a clean starting point, so payroll filings, 1099s and sales tax don't fall through the cracks.
- Monthly close and review. Your books are done every month, and we walk you through what the numbers mean.
What it costs
Monthly bookkeeping starts at $250 per month. Most of our clients pay around $500 per month, depending on how many accounts we reconcile and how many transactions you have. Every plan comes with a 60-day money-back guarantee. Book a quick call and we'll give you an exact quote.
Frequently asked questions
Is it hard to switch bookkeepers?
No. You give us access to your QuickBooks Online file, we review where things stand, and we pick a start month. Anything older that needs fixing is handled as a one-time catch-up project.
Do I have to tell my current bookkeeper first?
We recommend letting us review your file before you end the old relationship, so open items like payroll filings or unreconciled months don't fall through the cracks.
What if my books are a mess?
That's common when people switch. We quote the cleanup up front after reviewing your file, so you know the cost before we start.
How much does it cost?
Monthly bookkeeping starts at $250 per month, and most clients pay around $500 per month depending on accounts and transaction volume. Every plan comes with a 60-day money-back guarantee.
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What Our Clients Say
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Get your books in order
Plans start at $250 per month, and most clients pay around $500. Book a free call and we'll look at where your books stand today and give you an exact quote.