What Does It Cost to Switch Accountants? Onboarding & Backwork Fees Explained

Описание: See real client numbers and the full breakdown here: https://www.accountingfreedom.com/cos...

Most accounting firms dodge this question until your first invoice shows up. We'd rather tell you upfront. This video walks through every one-time cost of switching to Accounting Freedom, what each one covers, and how it's calculated.

THE THREE ONE-TIME COSTS:

ISS (Initial Strategy Sessions) Fee: every new client
Covers building your chart of accounts, mapping your systems, and setting the plan for how we'll work together.

Backwork Fee: only if your books aren't current
Your weekly fee × the number of weeks you're behind. No hourly clock, no guessing. If another accounting firm kept your books and they hold up under our review, there's no Backwork at all.

Tax Prep True-Up: depends on when you join
Part of every weekly payment funds your year-end tax return. If you join mid-year, the True-Up closes that gap. If Backwork already covers some of those weeks, your True-Up shrinks to match. You never pay twice for the same week.

THE BOTTOM LINE:
Every proposal breaks out each fee as a separate number, before you sign anything. No surprises.

CHAPTERS:
0:00 The question most firms dodge
0:24 ISS fee
0:57 Backwork fee
1:20 Tax Prep True-Up
2:12 "I already paid someone for this"
2:34 Why waiting until January costs more

SEE YOUR NUMBERS:
→ Estimate your weekly fee: https://www.accountingfreedom.com/pri...
→ Find your best-fit package: https://www.accountingfreedom.com/whi...
→ Talk to us: 847-949-8373

Accounting Freedom: the small business specialists since 1981.