Do I have to keep paying for a full-service team?

No. After migrating you can run the software yourself and add an expert tier only when you want it.

Can you pick up mid-year?

Yes — we reconcile to your latest reconciled period so you don't restart the year. We scope this on a call.

Migration

Bring your books in-platform and keep the option of expert help — without being services-only.

1
Handover review
We review your most recent Pilot deliverables and current chart of accounts so nothing is lost in the transition.
2
Set up the software
Your books are established in EazeAccounts so you can self-serve, with an expert tier available when you want it.
3
Reconnect & reconcile
Feeds are reconnected and opening balances reconciled with you so the numbers tie out.
4
Choose your level of help
Continue self-serve on the software, or add a bookkeeping/CFO tier — you decide how hands-on we are.

No. After migrating you can run the software yourself and add an expert tier only when you want it.

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Migration

Bring your books in-platform and keep the option of expert help — without being services-only.

1
Handover review
We review your most recent Pilot deliverables and current chart of accounts so nothing is lost in the transition.
2
Set up the software
Your books are established in EazeAccounts so you can self-serve, with an expert tier available when you want it.
3
Reconnect & reconcile
Feeds are reconnected and opening balances reconciled with you so the numbers tie out.
4
Choose your level of help
Continue self-serve on the software, or add a bookkeeping/CFO tier — you decide how hands-on we are.

No. After migrating you can run the software yourself and add an expert tier only when you want it.