Switch to TechBrot
Already decided to leave? Here's exactly how a switch works.
Already decided to leave your current provider? Here's exactly how a switch to TechBrot works — we rescue your data, migrate it into your own QuickBooks file, and pick up the books with a named QuickBooks ProAdvisor. Independent firm — not Intuit, and no lock-in.
Named QuickBooks ProAdvisor · Your data, your QuickBooks file — no lock-in
Certifications
Current certifications held by TechBrot’s founder, who reviews every engagement: QuickBooks Online Level 2 and QuickBooks Payroll — verification on request. Intuit’s ProAdvisor program becomes ProPartner Accountants in early 2027; the certifications continue.
How switching to TechBrot actually works.
If you’ve already decided to leave your current bookkeeping provider, the only real questions are how the move works and what it takes. Here’s the honest answer. Every switch to TechBrot follows the same four steps — export your data, migrate it into your own QuickBooks file, clean up the gaps the handover leaves, then keep the books accurate every month with a named QuickBooks ProAdvisor. We’re an independent firm — not Intuit, and not affiliated with Bench, Employer.com, Pilot, QuickBooks Live, or whoever you’re leaving. Your data and your QuickBooks file stay yours, and there’s no lock-in — portability is the whole point. Pick the page that matches your move below, or start with a free file review that tells you exactly what switching would take.
Reference maintained by TechBrot Inc. — not Intuit, and not affiliated with Bench, Employer.com, Pilot, QuickBooks Live, or any other bookkeeping provider. Switch timelines and scope depend on the state of your books at handover and are confirmed after the free file review.
Pick the page that matches your move.
Each switch is a little different. Start with the one that fits where you are now.
Switching from Bench (Mainstreet)
Leaving Bench’s hourly bookkeeping for a written fixed-fee scope — we take your books over in your own QuickBooks file and get you current. We are independent and not affiliated with Bench, Mainstreet or Employer.com.
Switch from Bench →Switching from Pilot
Moving off Pilot to a named QuickBooks ProAdvisor — we export your data, migrate it into QuickBooks you control, and pick up the monthly books. Independent firm, not affiliated with Pilot.
Switch from Pilot →Switching from QuickBooks Live
Leaving QuickBooks Live for a dedicated ProAdvisor who knows your file — your QBO data stays yours; we take over cleanup and the ongoing close.
Switch from QuickBooks Live →Switching from Bookkeeper360
Leaving Bookkeeper360 — what its own agreement says about renewal, notice and termination, what to request before you go, and how the books move into your own QuickBooks file. Independent firm, not affiliated with Bookkeeper360.
Switch from Bookkeeper360 →Switching from Xendoo
Leaving Xendoo — what its own pages say about cancellation and your data, what to request before you go, and how the books carry on in your own QuickBooks file. Independent firm, not affiliated with Xendoo.
Switch from Xendoo →Switching from your current bookkeeper
Changing bookkeepers without losing history — we transition your file, fix the gaps the handover leaves, and keep the books CPA-ready every month. Your data, your file.
Switch your bookkeeper →Export → migrate → cleanup → ongoing.
Every switch follows the same four steps. The details change by who you're leaving; the shape doesn't.
1 · Export your data
We get your transaction history, balances, and supporting detail out of your current system — or, if the provider has gone dark, rescue whatever can be recovered. Your data is yours; getting it out is the whole point of switching.
2 · Migrate into QuickBooks
We bring that data into your own QuickBooks Online file — one you own and control — mapped to a clean chart of accounts so reports work from day one. The file is yours, not ours.
3 · Clean up the gaps
Handovers always leave gaps — unreconciled months, miscoded transactions, missing balances. We catch you up and reconcile so the opening point is provable, not assumed.
4 · Ongoing monthly
A named QuickBooks ProAdvisor keeps the books accurate every month, reconciled and CPA-ready, and coordinates with your CPA or EA, who files. Fixed-fee scope, no lock-in — leave anytime, with your file.
Switching questions, answered honestly.
How long does switching take?
Will I lose my data?
What does switching cost?
Do you lock me in?
What if I'm not sure switching is right?
Are you affiliated with Bench, Pilot, QuickBooks Live, or Intuit?
How hard is it to switch bookkeepers?
When is the best time of year to switch?
Will my CPA still have everything they need after I switch?
Start with your real file
We'll tell you honestly what switching takes.
Get a free QuickBooks file review or book a discovery call. We'll look at the state of your books, where the gaps are, and exactly how we'd migrate you into your own QuickBooks file — with a fixed-fee scope before any work starts. No pitch, no lock-in.
Tell us what’s wrong with the books. We’ll tell you whether cleanup, catch-up or monthly bookkeeping fits.
Call (877) 751-5575. If we miss you, we return your call within one business day. Written fixed-fee scope within 3 business days. No hourly billing.