What happens if EdgePoint Financial isn’t the right fit for your business? In this video, we walk you through our approach to client offboarding—a process most never experience, thanks to our 95% retention rate. For the few who move on, we prioritize a seamless, secure transition. Your records are thoroughly documented, protected by rigorous backup protocols, and easily transferred to your new provider, ensuring you never miss a beat. Discover why our transparent, responsible process sets us apart in the bookkeeping world.