{
  "providers": [
    {
      "name": "Everholt & Co.",
      "ledgerLocation": "Your QuickBooks file, Online or Desktop, in your subscription and under your login.",
      "whoPerformsTheWork": "Everholt & Co. works in your file as a user you can remove. Every engagement is reviewed before delivery.",
      "portability": "Nothing to export: the file, its history and its attachments stay in your subscription when you remove our user.",
      "pricingBasis": "One fixed fee, agreed in writing once the free books review has sized the job. Monthly bookkeeping: $550–$1,800 a month.",
      "cleanupCatchUpPricing": "$1,800–$6,000 for a bookkeeping cleanup or catch-up, up to 12 months in scope; longer backlogs are scoped separately. QuickBooks file-only cleanup: $850–$2,500.",
      "checked": "2026-10-02",
      "sources": [
        {
          "fact": null,
          "url": "https://everholtco.com/pricing/",
          "title": "Everholt & Co. — published price ranges (_data/pricing.json)",
          "checkedDate": "2026-10-02"
        }
      ]
    },
    {
      "name": "Bench",
      "ledgerLocation": "Standard plans: \"Bench's own platform\" (bench.co). A QuickBooks-certified bookkeeper option works inside your existing QuickBooks Online account.",
      "whoPerformsTheWork": "A dedicated Bench bookkeeper does the books; Bench says multiple bookkeepers review them each month, with a year-end quality-assurance review.",
      "portability": "Bench offers Excel exports of your financial documents at any time and an Excel year-end package; your login stays after the subscription ends.",
      "pricingBasis": "Bench publishes flat plans of $199, $399 or $649 a month, with 20% off a 12-month plan.",
      "cleanupCatchUpPricing": "Bench says catch-up from January 2026 to the present is free with an annual subscription; going further back is included with a paid subscription.",
      "checked": "2026-09-30",
      "sources": [
        {
          "fact": "pm-bench-ledger-2026",
          "url": "https://www.bench.co/faq",
          "title": "Bench — Frequently Asked Questions (How is Bench different from QuickBooks?)",
          "checkedDate": "2026-09-30"
        },
        {
          "fact": "pm-bench-dedicated-2026",
          "url": "https://www.bench.co/",
          "title": "Bench — Online Bookkeeping Done for You (home page)",
          "checkedDate": "2026-09-30"
        },
        {
          "fact": "pm-bench-review-2026",
          "url": "https://www.bench.co/about",
          "title": "Bench — About Bench (FAQ: Is Bench reliable and safe to use?)",
          "checkedDate": "2026-10-01"
        },
        {
          "fact": "pm-bench-exit-2026",
          "url": "https://www.bench.co/faq",
          "title": "Bench — Frequently Asked Questions (Can I export my data or take it with me if I leave?)",
          "checkedDate": "2026-09-30"
        },
        {
          "fact": "bench-pricing-2026",
          "url": "https://www.bench.co/pricing",
          "title": "Bench — Pricing (Bookkeeping & Tax Plans)",
          "checkedDate": "2026-09-30"
        },
        {
          "fact": "bench-catchup-free-2026",
          "url": "https://www.bench.co/campaign/catch-up-service",
          "title": "Bench — Catch-up Service",
          "checkedDate": "2026-09-30"
        }
      ]
    },
    {
      "name": "Pilot",
      "ledgerLocation": "QuickBooks Online. If you have no account, Pilot creates one; keeping an existing QuickBooks account is listed under Pilot's Custom plan.",
      "whoPerformsTheWork": "Pilot's Core plan: a US-based bookkeeper who handles, explains and reviews your books. Essentials: AI categorizes, reconciles and closes the books.",
      "portability": "When a subscription ends, Pilot will transfer primary-administrator status of the QuickBooks Online account to you, to keep with Intuit or export.",
      "pricingBasis": "Pilot lists Essentials at $99 a month; Core is priced from your monthly expenses.",
      "cleanupCatchUpPricing": "Pilot's pricing page, FAQ and hourly-rates page list no separate catch-up or cleanup price; onboarding costs one month of bookkeeping.",
      "checked": "2026-09-29",
      "sources": [
        {
          "fact": "pm-pilot-ledger-2026",
          "url": "https://pilot.com/terms/client-terms",
          "title": "Pilot — Client Services Agreement §1.3 (last updated 24 July 2026); Custom plan bullet per pilot.com/pricing",
          "checkedDate": "2026-09-30"
        },
        {
          "fact": "pilot-custom-plan",
          "url": "https://pilot.com/pricing",
          "title": "Pilot — Pricing (Bookkeeping tab, Custom plan)",
          "checkedDate": "2026-10-02"
        },
        {
          "fact": "pm-pilot-review-2026",
          "url": "https://pilot.com/pricing",
          "title": "Pilot — Pricing (Bookkeeping tab: the Essentials and Core plans)",
          "checkedDate": "2026-10-02"
        },
        {
          "fact": "pm-pilot-exit-2026",
          "url": "https://pilot.com/terms/client-terms",
          "title": "Pilot — Client Services Agreement §5.4 Effect of termination or expiration (last updated 24 July 2026)",
          "checkedDate": "2026-09-30"
        },
        {
          "fact": "pm-pilot-portability-2026",
          "url": "https://pilot.com/faq",
          "title": "Pilot — Frequently Asked Questions (Why use QuickBooks?)",
          "checkedDate": "2026-09-29"
        },
        {
          "fact": "pilot-essentials-price",
          "url": "https://pilot.com/pricing",
          "title": "Pilot — Pricing (Bookkeeping tab, Essentials plan)",
          "checkedDate": "2026-10-02"
        },
        {
          "fact": "pilot-core-pricing-basis",
          "url": "https://pilot.com/pricing",
          "title": "Pilot — Pricing (Bookkeeping tab, Core plan)",
          "checkedDate": "2026-10-02"
        },
        {
          "fact": "pm-pilot-catchup-pricing-2026",
          "url": "https://pilot.com/faq",
          "title": "Pilot — Frequently Asked Questions; also checked: pilot.com/pricing and pilot.com/terms/hourly-rates (last updated 21 May 2026)",
          "checkedDate": "2026-10-02"
        },
        {
          "fact": "pilot-onboarding-fee",
          "url": "https://pilot.com/faq",
          "title": "Pilot — Frequently Asked Questions (Are there any one-time fees when I sign up for Pilot?)",
          "checkedDate": "2026-10-02"
        }
      ]
    },
    {
      "name": "Intuit Experts (QuickBooks Live)",
      "ledgerLocation": "Your own QuickBooks Online company; Intuit offers the service only to QuickBooks Online users.",
      "whoPerformsTheWork": "A dedicated Intuit bookkeeper categorizes transactions and reconciles accounts each month; Intuit says its bookkeepers hold an active QuickBooks Online ProAdvisor certification.",
      "portability": "Cancel the Intuit bookkeeping subscription at any time; the QuickBooks Online company stays in your own subscription.",
      "pricingBasis": "Intuit Expert Full Service Bookkeeping starts at $300 a month after an initial cleanup fee, then follows your average expenses, re-checked every three months.",
      "cleanupCatchUpPricing": "Intuit charges a flat first-month fee for cleanup and setup (with at least 2 months of data) and doesn't publish the amount; its separate one-time Expert Cleanup is listed as low as $600, varying by months.",
      "checked": "2026-09-29",
      "sources": [
        {
          "fact": "pm-qb-live-ledger-2026",
          "url": "https://quickbooks.intuit.com/learn-support/en-us/help-article/new-subscriptions/learn-quickbooks-live-bookkeeping-service/L5lZiwlRS_US_en_US",
          "title": "Intuit — Learn about the Intuit Experts bookkeeping service (help article, updated 3 August 2026)",
          "checkedDate": "2026-09-29"
        },
        {
          "fact": "pm-qb-live-work-2026",
          "url": "https://quickbooks.intuit.com/oa/live/pricing/",
          "title": "Intuit — Intuit Experts pricing page: what's included in Expert Full Service Bookkeeping, and bookkeeper credentials",
          "checkedDate": "2026-10-01"
        },
        {
          "fact": "pm-qb-live-cancel-2026",
          "url": "https://quickbooks.intuit.com/learn-support/en-us/help-article/cancel-products-services/subscribe-cancel-quickbooks-live-bookkeeping/L4puy7qGz_US_en_US",
          "title": "Intuit — Subscribe to or cancel Intuit Experts service (help article, updated 5 August 2026)",
          "checkedDate": "2026-10-02"
        },
        {
          "fact": "pm-qb-live-price-2026",
          "url": "https://quickbooks.intuit.com/oa/experts/",
          "title": "Intuit — Intuit Experts (Full Service Bookkeeping tab)",
          "checkedDate": "2026-10-02"
        },
        {
          "fact": "qb-live-pricing-basis-2026",
          "url": "https://quickbooks.intuit.com/learn-support/en-us/help-article/new-subscriptions/learn-quickbooks-live-bookkeeping-service/L5lZiwlRS_US_en_US",
          "title": "Intuit — Learn about the Intuit Experts bookkeeping service (help article, updated 3 August 2026)",
          "checkedDate": "2026-10-02"
        },
        {
          "fact": "qb-live-cleanup-fee-unpublished",
          "url": "https://quickbooks.intuit.com/learn-support/en-us/help-article/new-subscriptions/learn-quickbooks-live-bookkeeping-service/L5lZiwlRS_US_en_US",
          "title": "Intuit — Learn about the Intuit Experts bookkeeping service (help article, updated 3 August 2026)",
          "checkedDate": "2026-10-02"
        },
        {
          "fact": "qb-live-tiers-2026",
          "url": "https://quickbooks.intuit.com/learn-support/en-us/help-article/new-subscriptions/learn-quickbooks-live-bookkeeping-service/L5lZiwlRS_US_en_US",
          "title": "Intuit — Learn about the Intuit Experts bookkeeping service (help article, updated 3 August 2026)",
          "checkedDate": "2026-10-02"
        },
        {
          "fact": "qb-expert-cleanup-price",
          "url": "https://quickbooks.intuit.com/experts/expert-cleanup/",
          "title": "Intuit — Intuit Expert Cleanup",
          "checkedDate": "2026-10-02"
        }
      ]
    }
  ],
  "checked": "2026-09-29",
  "source": "https://everholtco.com/compare/own-file-vs-platform-bookkeeping/"
}