What happens if I already have a client on a general ledger system with existing data; are they eligible for either of the Rapid Write-Up service offerings?

Eligibility depends on the circumstances explained in this article.

• Annual Rapid Write-Up includes a Xero subscription that will be owned by us and therefore the firm will not need to provide a general ledger system for this client.

• Quarterly Rapid Write-Up (QRWU) clients on a QBO or Xero GL owned by the firm - We will overwrite all existing data in the period we are contracted to service. If the firm requires us to work with the existing data in the GL, then this client will not qualify for the QRWU service. They would instead be eligible for our ongoing Monthly bookkeeping service, which they can then contract for clean-up services.