Skip to content
한국어

You sign once.We handle the switch.

We request your files from your current accountant, set up your books and close your first month. You sign and connect your bank and cards.

Talk to our teamCall usSee my price
  • No QuickBooks or ADP fees
  • No setup fee on a 12-month plan

First call to first close:usually about a month.

Dark bars are ours, yellow bars are yours. Any backlog gets caught up first.

Your first 30 daysExample
  1. Days 0–1, you: First call (30 min)
  2. Days 1–3, Kwon CPA: Send a written quote and engagement letter
  3. Days 3–5, you: Sign, and connect your bank and cards
  4. Days 3–14, Kwon CPA: Request your records from your old bookkeeper and take them over
  5. Days 3–12, you: Send the documents on the checklist below
  6. Days 5–7, Kwon CPA: Set your monthly close date and POS report schedule
  7. Days 7–18, Kwon CPA: Set up your books: chart of accounts, opening balances
  8. Days 16–27, Kwon CPA: Reconcile and categorize last month; send questions
  9. Days 24–27, you: Answer the questions
  10. Days 27–30, Kwon CPA: First close; report delivered
A typical start when the books are current. From the next month on, your report arrives on the close date set for your business at the start. If you’re behind, the catch-up comes first.
Behind already? Catch-up & cleanupWhat you get every month after that

Gather theseand we move faster.

Skip what you don’t have. After you sign, you upload them to Florink, from our software partner.

What to gather

Kwon CPA · 972-242-2100 · info@kwoncpa.com

0 of 17 ready

Bank & cards
Sales
Tax
Payroll
Company

Skip anything that doesn’t apply; you don’t need everything to start. Your checks are saved on this device.

Talk to our team
  • Please don’t put SSNs, EINs or account numbers in the contact form or in email.
  • Nobody, including us, needs your banking password. You connect your accounts yourself.
  • We handle financial and tax information under a CPA’s duty of confidentiality, and never sell personal information. Privacy policy

No awkward callto your oldaccountant.

We send the records request. You sign one consent form.

Sample restaurant · records hand-overRequest sent · Oct 1Example

To

Your current bookkeeper / CPA

Sent by us, not you

4/6arrived
  • General ledger and trial balanceReceived
  • Accounting file (export or access)Received
  • 2024–25 returns, depreciation schedulesReceived
  • 2026 payroll filings (941, 940, TWC)Received
  • Sales tax returns, last 4 filedRequested
  • 1099s issued, W-9s on fileRequested

Your part Sign one records authorization

Signed

Switchingquestions

Can we switch in the middle of the year?
Yes, any time. We pick up from the month after your last closed month and set opening balances from the records we receive.
It’s the middle of tax season.
One option is to let your current preparer finish this year’s return and move just the monthly books now. We’ll work out the least disruptive path on the call.
What if our old accountant is slow, or sends only part of it?
We start from your bank and card statements. We follow up on what’s missing, and rebuild anything that never arrives from the statements.
What happens to our QuickBooks and ADP?
Once you switch, you stop paying for them. We keep your books and run payroll on our partner software, and carry on from your old file’s history. If it needs cleanup, we list what we’d fix first. See catch-up & cleanup

Leave the first callwith a start date.

We look at your books and give you the monthly price and your first close date.

Talk to our teamSee my price

No commitment. Nothing to prepare.

972-242-2100
  • Since 2005
  • 5,000+ businesses served
  • Lewisville, TX office
  • All 50 states + D.C.