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We're sorry to see you go...

We understand that changes in your life, financial situation, or business can sometimes mean making a change in your bookkeeping support.

Our goal is to help make this transition as smooth and stress-free as possible. Below, you’ll find information regarding timelines, final steps, and answers to common questions about our off-boarding process.

We recommend taking a few minutes to review this page so you feel clear on what happens next.

What to expect during the off-boarding process:

Once we receive your request, we will review your account and follow up to confirm when your off-boarding process will begin. From there, our team will guide you through each step and provide everything you need for a smooth transition, including:

Final financial details

  • Your final reconciliation month (the last month we’ll complete your books)
  • Your final billing date
  • Confirmation of your final payment or any remaining balance

Transitioning your account

  • Instructions for removing Evolved Finance from your QuickBooks Online account
  • Steps to take over billing for your QuickBooks Online subscription
  • A reminder to remove Evolved Finance from any bank accounts, merchant accounts, and other connected systems
  • A reminder to save any information from your Evolved Finance dashboard before access is removed
Please do not remove our access to any of your accounts until the off-boarding process is complete.

What to look out for with your new bookkeeper.

Our approach to organizing and reconciling your financial data is built on years of experience and a high level of attention to detail. Many clients don’t fully realize how important that is until they’ve worked with a different team.

If you are transitioning to a new financial team, here are a few things to pay attention to:

  • Are they fully reconciling your PayPal account each month?
  • Are merchant fees, refunds, and holds being tracked properly on your P&L and balance sheet?
  • Are they adjusting your payroll for tax and benefit liabilities?
  • Is your revenue being accurately separated by offer?
  • Are your monthly reports delivered on time?
  • Are your transactions being categorized into relevant expense categories for your business?
Matthew Brinkley headshot

"One of my biggest regrets in my business is, after a year and a half of working with them, moving away from Evolved Finance to a consolidated bookkeeping/accounting/collections service. It didn't take long for me to badly miss the pointed, considerate partnership and guidance from Evolved. I have now moved back to Evolved Finance and my re-onboarding call was such a huge relief. It felt like bringing my business back to to a safe haven."

- Matthew Brinkley, COO Shannon Brinkley Studio

Matthew Brinkley headshot

“In my first business, I always tried to scrimp and save. I’d hire the cheapest bookkeeper I could find. Then, I’d pay the price. This happened 3 times with 3 different bookkeepers and an expensive IRS audit before I woke up to another possibility: Evolved Finance.”

- Ali Katz, Founder of Eyes Wide Open Collective

Rachel Luna smiling at the camera in headshot

"Signing up for Evolved Finance was the BEST financial decision I’ve made for my business in it’s 10 yearr history. Even though I had a great accounting and bookkeeping team prior to hiring Evolved, they didn’t provide the strategic advice or rich entrepreneurial community that we get to experience with Evolved. Hiring Evolved Finance has given us better strategy and bigger profit margins than ever before!"

- Rachel Luna, Founder of Rachel Luna & Company LLC

Rachel Luna smiling at the camera in headshot

Frequently Asked Questions

Will I still have access to my Evolved Finance Dashboard?
Can you give me an overview of the reconciliation process?
Will you file my 1099's at the end of the year?
Can you provide me with the documents and statements that Evolved Finance has saved while we've been working together?
I'm switching to a different bookkeeping software. Can you help me export my QuickBooks Online data?
Can I return to Evolved Finance after ending services?

Thank you for your business.

We’ve truly valued working with you. If your needs ever change in the future or you find that you're not getting the level of support you hoped for, feel free to reach out. We'd love to explore working together again.

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