The problem your client is about to have
When a QuickBooks Online subscription is cancelled, Intuit keeps the company file read-only for about a year, and then the data is permanently deleted. There is no read-only plan and no archive tier. Resubscribing after deletion does not bring it back.
The IRS can look back up to seven years. So the client has a twelve-month window to get everything out, and most of them do not know the window exists.
The native export does not close the gap. It drops the audit log, and it separates attachments from the transactions they belong to. Once the file is gone, that linkage cannot be rebuilt. A box of unnamed receipt files is not what an auditor asks for.
What we do
One flat fee, one time, per company. We produce the complete archive:
- General ledger covering the company's entire history, in both cash and accrual basis
- The full report set per fiscal year: journal, trial balance, balance sheet, profit and loss, statement of cash flows, transaction list, A/R and A/P aging, chart of accounts, plus 1099 and sales tax reports where there is activity
- Every attachment and receipt, original filename intact, still linked to its transaction
- Complete audit log export
- Every reconciliation report, per account and statement period
- A verification report: counts and totals checked against the live books before anything is cancelled
Delivered as files the client stores wherever they want. Nothing to log into, no subscription, no software to keep alive.
How it works for you
You forward it. That is the whole ask.
- The client contracts with us directly. They sign the engagement agreement, they pay, and they grant access to their own file.
- You never hand over client data. You are making an introduction, not transferring records, so there is no disclosure question to work through on your side.
- No work lands on your desk. No exports to run, no reports to chase, no receipts to download one at a time.
- Referral fee. We pay $50 per referred client who goes ahead. If your firm does not accept referral fees, say so and we will simply skip it.
Who this comes up for
Usually at one of these moments:
- A client is dissolving an entity and wants to stop paying for QuickBooks
- A business was sold and the seller needs their own copy of the history
- An owner died and the executor needs the records for the final returns
- A partnership is splitting, or a divorce or bankruptcy puts the books in dispute
- A client is migrating to another platform and the old file is being retired
The security question, answered up front
We handle financial records, so you should ask. We maintain a written information security program, the engagement agreement states plainly what we do and do not do with the data, we are not a CPA firm and do not give tax advice, and we delete our working copies on a fixed schedule after the client confirms delivery. Our privacy policy and terms spell out every provider in the chain, including our use of AI-assisted processing.
Pricing
$299 per company archive, one time. Keeping the cheapest QuickBooks Online plan alive for a seven-year retention window costs roughly $2,940 at current prices, and it goes up every year.
Full pricing and what is included
Want to talk first?
If you would rather see the deliverable before you send anyone our way, ask and we will walk you through a real archive's structure. If you have a client with a deadline right now, say so and we will work to it.