Switching bookkeepers without breaking month-end

A step-by-step guide for short-term rental managers: what to set up, what to send, when to give notice, and how long it takes before your first clean month-end.

What you get:

  • The timeline, from signing to your first owner statements
  • The bank account setup that keeps owner money and your money separate
  • Exactly what to send your new bookkeeper, and when
  • When and how to give your current bookkeeper notice
  • The snags that slow onboarding down, and how to avoid them
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