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Bookkeeping & Operations

Entity Setup & Software Migration

Whether it's a brand-new entity or a client switching off a legacy platform, we handle the setup and data migration so nothing gets lost in the transition.

Scope

What's included

  • 01Chart of accounts design for new entities
  • 02Migration between QuickBooks, Xero, Sage, and Odoo
  • 03Historical data conversion and parallel-run testing
  • 04Class, location, and multi-entity tracking setup
  • 05App and bank-feed connection setup

Month-end close

4 of 5 complete

Sample
  • Bank & card reconciliations
  • AP / AR aging reviewed
  • Accruals & prepaids posted
  • Payroll journal tied out
  • Variance notes for CPA review

Platforms we use

QuickBooks OnlineXeroSageOdoo

Scope this for a client

We reply within one business day.

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How a migration moves

Nothing lost in the transition.

  1. 1

    Map the old setup

    Chart of accounts and history reviewed

  2. 2

    Convert

    Historical data moved to the new platform

  3. 3

    Parallel run

    Old and new tested side by side

  4. 4

    Go live

    Bank feeds and apps connected

Partners reply within one business day

Need help with Entity Setup & Software Migration?

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