Wind down without
dropping your clients.
Hand off your book to openbooks.fyi. Your clients get AI continuity in Hawaii. You get a rev-share trail or a clean cash payout. No transition drama.
Retiring should not mean abandoning your clients.
After years of trust, your clients still need someone who gets Hawaii. Here's the difference.
The usual wind-down
- ✕ Your clients suddenly need someone new
- ✕ You do not want to just drop people you have served for years
- ✕ A mainland firm does not understand GET, PVL, or DCCA
- ✕ A broker takes 20-30% upfront and then is gone
The openbooks.fyi way
- ✓ Your clients continue with a Hawaii-native AI service
- ✓ You get a rev-share trail or a clean payout
- ✓ No client-transition drama
- ✓ Your name stays clean
Trail, cash, or a bit of both.
Three ways to hand off your book. We shape the right one with you.
- ✓ Ongoing revenue share on transferred clients
- ✓ Paid for 3 years
- ✓ No work after the handoff
- ✓ Clean lump-sum payout
- ✓ Closed in about 30 days
- ✓ Walk away complete
- ✓ A small upfront payment
- ✓ Plus a 15% ongoing trail
- ✓ Balance of cash and passive income
Actual terms vary by book size, client mix, and timing. We'll walk through it on a call.
Four steps to a clean handoff.
Tell us about your book
Fill out the short form below. About 5 minutes.
We review and offer
We review your book and send an offer within 3 business days.
Sign and introduce
Signed agreement, then a joint client email introducing the transition.
Clients migrate
Clients move to openbooks.fyi over 30 to 60 days. You collect checks.
Straight answers
Do I need to keep working?+
No. Once the agreement is signed and your clients transition, you're done. The trail keeps paying with no ongoing work on your part.
Who tells my clients?+
We draft a joint email that you approve before anything is sent. Warm, respectful, and positioning openbooks.fyi as the successor you chose.
What if a client refuses to transition?+
No penalty. A revenue-share trail is only paid on the clients who actually transfer, so there is no downside to a client who stays put.
How is my Hawaii-specific knowledge preserved?+
openbooks.fyi is Hawaii-native: GET, PVL, and DCCA are all handled. Your clients don't lose the local edge that made you worth trusting.
What size books are you looking for?+
Solo and small-firm books, roughly $50K to $500K in annual bookkeeping revenue. If your book is outside that range, still say hi and we will talk.
Do you also buy CPA firms?+
Not tax or audit practices. Bookkeeping books of business only.
How is the rev-share trail calculated?+
The trail is a percentage of the monthly revenue from the clients who transition, paid over an agreed term. Typical ranges are shared during the conversation; actual terms vary by book size, client mix, and timing.
How long does the handoff take?+
Most handoffs run a few weeks. We review the book, draft the client note you approve, and migrate accounts through the QuickBooks or Xero connection. Your clients see continuity, not disruption.
What happens to my clients and their data?+
Your clients continue with a Hawaii-native service. Their data moves through secure, read-only connections and is never sold or shared with data brokers.
Can I take a cash payout instead of a trail?+
Yes. Some sellers prefer a one-time cash payout at a multiple of monthly revenue, others prefer the ongoing trail, and some blend the two. We shape it to your situation.
Do I have to introduce every client myself?+
No. We draft a warm joint note that you approve before it goes out. Most sellers simply review and sign off; you can be as involved as you like.
Is there any obligation if I just want to explore?+
None. Filling out the form starts a conversation. Nothing is committed until you sign an agreement you are comfortable with.
What if my book mixes bookkeeping and tax work?+
We take on the bookkeeping book. Tax and audit work stays with you or a CPA partner, and we coordinate so clients keep both without a gap.
Send us the details.
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About you
Ready to talk?
Send us the details. We reply within 3 business days.
This page is informational only and is not legal, tax, or financial advice. Any figures shown, including trail percentages and payout multiples, are typical ranges for illustration, not offers or commitments. Actual terms are individually negotiated and vary by book size, client mix, and timing. Consult your own advisors before entering any agreement.