Switch from Bookkeeper360 to ProAdvisor-led bookkeeping
Switching from Bookkeeper360: what to check, what to request, how the books move.
Changing bookkeepers goes smoothly when you know your own agreement’s terms and have your data in hand before the last day. Here is what Bookkeeper360’s own pages say, read September 28, 2026, what to request before you give notice, and how TechBrot takes the books over in your own QuickBooks® file.
What you can check before you sign
- Fixed fee, written first
- Your own QuickBooks file
- No hourly billing
Before leaving Bookkeeper360, check your agreement: its published version renews the term automatically unless you give written notice within 30 days of the initial term’s expiration, and a 15% early termination fee may apply under your engagement letter. Request your data and statements first; TechBrot reconciles the books into your own QuickBooks Online file on a written fixed-fee scope.
Certifications · Current certifications held by TechBrot’s senior reviewer: Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification — verification on request. Intuit’s ProAdvisor program becomes Intuit ProPartner Accountants in early 2027; the certifications continue.
What Bookkeeper360’s own pages say.
Quoted from Bookkeeper360’s own pages, read September 28, 2026. Your own signed agreement and engagement letter govern; check them.
Renewal and notice
The term “will automatically renew for an additional Term… unless Member sends a written notice to Bookkeeper360 within 30 days of the initial Term’s expiration date requesting non-renewal of the Term.”Price increases
“Following the first twelve (12) months of the Subscription, and every twelve (12) months thereafter, the ongoing monthly subscription fees will automatically increase by five percent (5%)…”Early termination
“Depending on the terms of the Engagement Letter, an early termination fee of fifteen percent (15%) of the Agreement’s value may be used as an early cancelation penalty.”Your data
“Member retains exclusive ownership of the Member Data.”Software and price
Its pricing page states “All Plans Include Bookkeeper360 Software”, monthly bookkeeping “Starting at $399 per month”, and its bookkeeping page says it can transition clients to Xero or QuickBooks Online.Sources, read 2026-09-28:Bookkeeper360: pricing · Bookkeeper360: subscription agreement · Bookkeeper360: bookkeeping.
From their books to your own file.
- STEP 1
Discovery call
Free, 30 minutes: where the books live, how current they are, and your notice date. - STEP 2
Written scope
A fixed-fee scope for the takeover within 3 business days — including any catch-up or cleanup the file needs. - STEP 3
Access or import
Accountant-user access to your own QuickBooks Online file, or the books rebuilt into one from your export and statements. - STEP 4
Reconcile to statements
Every account reconciled to its statement from the handover date, so you start from verified balances. - STEP 5
Monthly from there
Monthly bookkeeping on a written fixed fee, reviewed by a Certified QuickBooks ProAdvisor before delivery.
What to request before the last day.
- Your signed agreement and engagement letter, to confirm the renewal date, notice and any termination fee.
- Where your books live: a QuickBooks Online or Xero file in your name, or data in Bookkeeper360’s software.
- An export of your ledger and reports, if the books are not in a file you own.
- Bank, card and loan statements for every period the books cover.
- The last reconciliations completed, and any open items or adjustments in progress.
- Payroll and sales-tax records, if they handled those.
What the switch costs at TechBrot.
Monthly bookkeeping is published at $500–$2,500+/mo; any catch-up the handover needs is priced as catch-up ($2,000–$20,000+), each a fixed fee against a written scope. The full side-by-side is on TechBrot vs Bookkeeper360.
TechBrot is independent and not affiliated with Bookkeeper360 or Intuit Inc. Figures about Bookkeeper360 are quoted from its own pages as read on the date above.
Questions about leaving Bookkeeper360.
When should I give notice?
Check your signed agreement. Bookkeeper360’s published agreement says written notice is due within 30 days of the initial term’s expiration date to stop automatic renewal.
What if my books are in Bookkeeper360’s software, not QuickBooks?
Request an export of your ledger and reports before the last day; TechBrot rebuilds the books into your own QuickBooks Online file from the export and your statements.
Will I lose history?
Not if you request the export and statements before access ends. The scope states which periods are carried into the new file.
How much does TechBrot cost?
Monthly bookkeeping is published at $500–$2,500+/mo, fixed fee against a written scope; any catch-up is quoted separately in the same scope.
Get a written scope for the takeover.
Tell us where the books stand. We’ll tell you which engagement fits, if any.
Or send the details instead What happens after you call