Transitioning from a third-party firm to in-house can feel overwhelming, but a clear structure makes it manageable. Start by requesting all closing documents, chart of accounts, reconciliations, and access to QBO and connected apps from the firm. Compare prior reports with bank and payroll records to confirm accuracy before taking control. In QBO, review automation rules, recurring entries, and integrations to avoid hidden errors. Document all processes the firm was handling and set internal monthly close and reconciliation checklists from day one. If needed, a firm like Ledger Labs can help review the setup and ensure a smooth, compliant transition.
