Free QuickBooks Conversion Services for CPA Firms (QBO → Sage or QBO → Xero) — Limited Pilot
- Sarbeswar Sinha
- Jul 13
- 2 min read
CPA firms are under pressure to close faster, reduce cleanup work, and scale capacity—without losing control or compromising security. BookHeaven Cloud Accounting is offering a limited pilot: we’ll help convert your QuickBooks Online workflow to Sage or Xero, with a structured handoff your team can run confidently.
What you get (Pilot Deliverables)
• Conversion discovery + workflow review (60–90 minutes)
• Conversion plan + timeline + responsibilities checklist
• Chart of Accounts review and mapping recommendations
• Guided setup support for Sage or Xero
• Basic integrations guidance (as needed)
• Post-conversion stabilization support (limited hours, defined in writing)
Who this is for
This pilot is designed for U.S. CPA firms that run books in QuickBooks , want a secure cloud-first workflow with firm oversight, and can provide timely access, exports, and approvals to stay on schedule.
Transparent Pilot Terms (No Hidden Conditions)
1) Scope & definition: Conversion services include only the deliverables listed above and the scope agreed in writing before work begins.
2) Client responsibilities: Your firm provides access, source data, and approvals on time. Delays may extend the timeline or pause work.
3) Confidentiality & data security: All work is performed inside your firm’s cloud environment. We do not store client financial data locally. We do not host or resell QuickBooks Desktop licenses. Licenses and cloud subscriptions remain owned and billed directly to the client/firm.
4) No guarantee of outcomes: We apply best practices, but results depend on data quality, responsiveness, and existing workflows.
Credit Toward Engagement
The pilot is free. If you choose to continue with BookHeaven Cloud Accounting for ongoing support, the pilot work becomes part of onboarding and is credited toward your first month.
Minimums (Published)
To ensure we can assign a dedicated team and deliver consistent turnaround, ongoing engagements start at a minimum of 6 clients at $300 per client per month.
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