Moving your books off the bookkeeper you never chose
Your bookkeeping came bundled with your corp sec and was bought for filing. Move only the books, with your full history brought across and your sign-off before anything commits.
The problem
The bookkeeper usually arrived in the same envelope as the corporate secretary, or the registered agent, at incorporation. Nobody evaluated it. So you never see the books, you do not see the statements, and when you ask for them it takes weeks, which is too late to plan with. You run the company on the bank balance instead, and the bank balance is not a running view of what you are owed, what you owe, or where cash is heading. Switching feels like firing the person who files your annual return. It is not. Corp sec and bookkeeping are two services, and only one of them needs to move.
How YourBooks handles it
Your full general ledger since inception, from Xero, QuickBooks, or your bookkeeper's export. You keep your own chart of accounts, or map it onto ours. We do this part with you.
Everything lands in staging. Every entry has to balance and every account has to resolve. You see a trial balance and per-year P&L and balance sheet, and nothing touches live books until you say so.
Statutory filings stay exactly where they are. From here on you forward receipts and bills, and the books stay current.
you move the books and keep the corp sec
your history is recreated rather than restarted, a bad import cannot half-write the ledger, and your annual return is filed by the same people as before.
A switch that is smaller than it felt, and books that finally tell you something.
Related
Forward a receipt or a bill and it gets booked. Entries post, expenses categorise, the bank reconciles, and the P&L you open today is today's.
Once your general ledger is in YourBooks it flows into the YourCFO forecast on its own, so burn, runway and variance come out of the books instead of a spreadsheet.
Books and a forecast in the currency you operate in, for founders who got their bookkeeper bundled with their corp sec and have no finance team to hand it to.
A conversation about what you would hand over, what you would keep, and what you would sign off on before anything commits.