Switching bookkeepers feels harder than it is
Whether you’re leaving a bookkeeper, drowning in DIY software, or your accountant just retired, the move to taxifi is a few weeks of our work and about an hour of yours.
CRA EFILE authorized · Every file reviewed by an accountant · Month to month, no contract
taxifi · Switch checklist
Week one
- Old bookkeeper handoff Handled
- Your history Migrated
- Accounts connected Read-only
- First monthly report Scheduled
Signs it’s time
Your books are always sixty days behind
If every report describes the quarter before last, you are running the business on memory. Current books are the whole point of having books.
Year-end goes to a stranger
Your bookkeeper does the months and then a separate accountant you barely talk to does the T2, learns your business from scratch every spring, and bills accordingly.
You became the bookkeeper
The software subscription was supposed to save money. Instead you categorize transactions on Sunday nights and hope the HST return is right.
The invoices keep surprising you
Hourly billing means every question costs money and every year-end is a mystery number. You should know what accounting costs the same way you know what rent costs.
How the switch works
You make one decision and connect your accounts. We do the rest.
Step 1
The discovery call
One short call. We scope your business and the state of your books, quote your flat monthly price live, and scope any catch-up work as a one-time project.
Step 2
We take over the file
We collect what we need from your current bookkeeper or software, and we handle that handoff directly if you want us to. Your history comes with you; nothing is lost or re-entered by hand.
Step 3
Your first monthly report
We bring everything current, balance every account, and run your first accountant-signed monthly report. From then on it is just the normal system, every month.
What we handle, what you do
We handle
The conversation with your current bookkeeper. Pulling your history. Catch-up bookkeeping. Re-balancing every account. Taking over payroll, HST filings, and the year-end T2. Telling CRA we are your authorized representative.
You do
One discovery call. Connect your accounts once, read-only. Sign the authorizations. That is genuinely the list.
Switching questions
Can I switch mid-year, or should I wait for my year-end?
Switch whenever you decide to. Mid-year switches are routine: we take over the file as it stands, bring it current, and the same team handles your next year-end. Waiting usually just means more catch-up later.
What happens to my history in QuickBooks or with my old bookkeeper?
It comes with you. We migrate your historical records so year-over-year comparisons and CRA audit trails stay intact. You keep access to everything you had before.
My books are a mess. How much does catch-up cost?
Catch-up is scoped on the discovery call as a one-time project, priced separately from your flat monthly fee, based on how far behind things are and how many accounts are involved. You get the number before you commit to anything.
Do I have to fire my bookkeeper myself?
No. Once you decide, we can manage the transition directly with them, professionally and without drama. It is a normal business handoff and we have done it many times.
Get the number, then decide
The discovery call gets you a flat monthly price and a catch-up quote if you need one. The decision stays yours.
Book a discovery call