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Switch from Xendoo to ProAdvisor-led bookkeeping

Switching from Xendoo: what to check, what to request, how the books carry on.

Xendoo says its clients own the software their books live in, which keeps a switch simple. Here is what Xendoo’s own pages say, read September 28, 2026, what to request before your notice runs out, and how TechBrot picks the books up in your own QuickBooks® file.

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By TechBrot · Published · Updated

What you can check before you sign

  • Fixed fee, written first
  • Your own QuickBooks file
  • No hourly billing
§ 01 · TL;DR
§ TL;DR

Before leaving Xendoo, note what its own FAQ says: “There are no annual contracts. You can cancel with a 30-day notice.” Confirm your QuickBooks Online or Xero file is in your name, request the last reconciliations and any open items, then give notice. TechBrot picks the books up in your own QuickBooks Online file on a written fixed-fee scope.

Intuit QuickBooks Certification Level 2 badge (exam-based, issued by Intuit)QuickBooks Workforce Certification badge (exam-based, issued by Intuit)

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.

§ 02 · Their terms, in their words

What Xendoo’s own pages say.

Quoted from Xendoo’s own pages, read September 28, 2026. Your own terms govern; check them.

Contracts and cancellation

“There are no annual contracts. You can cancel with a 30-day notice.”

Your software and data

“You own the software. If you ever decide to leave Xendoo, you can take your data with you!”

Platforms

“We work with both QuickBooks Online and Xero.”

Catch-up refunds

Its terms state that for catch-up work “no refunds will be issued once the work has been completed and delivered.”

Price basis

Its pricing page tiers plans by monthly expenses: Essential $395/mo for up to $50K in monthly expenses, Growth $695/mo up to $75K, Scale $995/mo up to $125K, with lower rates for annual billing.

Sources, read 2026-09-28:Xendoo: pricing · Xendoo: FAQ · Xendoo: terms and conditions.

§ 03 · How the takeover runs

Picking the books up where they are.

  1. STEP 1

    Discovery call

    Free, 30 minutes: your file, how current it is, and your notice date.
  2. STEP 2

    Written scope

    A fixed-fee scope for the takeover within 3 business days, including any catch-up the file needs.
  3. STEP 3

    Accountant access

    You add TechBrot as an accountant user on your own QuickBooks Online file. If your books are in Xero, the scope covers the move to QuickBooks Online.
  4. STEP 4

    Verify the handover

    Every account reconciled to its statement at the handover date before new work starts.
  5. STEP 5

    Monthly from there

    Monthly bookkeeping on a written fixed fee, reviewed by a Certified QuickBooks ProAdvisor before delivery.
§ 04 · Before your notice runs out

What to request before the last day.

  • Confirm the QuickBooks Online or Xero subscription is in your name and that you are its primary admin.
  • The last month closed and reconciled, and the reconciliation reports for each account.
  • Any open items, adjustments or catch-up work in progress.
  • Payroll and sales-tax records, if those were handled for you.
  • Your 30-day notice, dated, in writing.
§ 05 · Pricing

What the switch costs at TechBrot.

Monthly bookkeeping is published at $500–$2,500+/mo, fixed fee against a written scope; TechBrot prices on the written scope, not on tiers of your monthly expenses. The full side-by-side is on TechBrot vs Xendoo.

TechBrot is independent and not affiliated with Xendoo or Intuit Inc. Figures about Xendoo are quoted from its own pages as read on the date above.

§ 06 · Related

Around switching.

§ 07 · Questions

Questions about leaving Xendoo.

How much notice does Xendoo need?

Its FAQ says you can cancel with a 30-day notice and that there are no annual contracts. Check the terms you signed up under.

Will TechBrot work in my existing QuickBooks Online file?

Yes. You add TechBrot as an accountant user; the books carry on in the same file.

What does TechBrot do first?

Reconciles every account to its statement at the handover date, so the takeover starts from verified balances.

How much does TechBrot cost?

Monthly bookkeeping is published at $500–$2,500+/mo, fixed fee against a written scope.

Planning the move?

Get a written scope for the takeover.

Tell us where the books stand. We’ll tell you which engagement fits, if any.

Call (877) 751-5575Book a discovery call
Or send the details insteadWe reply within one business day. Written fixed-fee scope within 3 business days of your call. No hourly billing. What happens after you call
  1. 01We talk for up to 30 minutes. You tell us where the books stand; we ask the questions that decide the scope. No charge.
  2. 02We look at the file if we need to. You add us as an accountant user in your own QuickBooks file, and you can remove us at any time. If the file cannot be priced without working inside it, we say so and propose the paid diagnostic, whose fee is credited in full against the cleanup.
  3. 03You get a fixed fee in writing. What we will fix, what you will receive and one fixed fee. Nothing starts until you accept it.
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