Accounting and Client Advisory Services
Accounting System Setup and Migration
Moving a client to a new accounting system without losing history or the audit trail.
Scope
What we do
- Design the chart of accounts, classes and dimensions
- Migrate balances, open items and history
- Set up bank feeds, approval workflows and connected apps
- Reconcile the old system to the new one at cutover
What your firm receives
- Configured system
- Migration reconciliation
- Process notes for the client's team
What we need from you
- Access to both systems
- The cutover date
- Reporting requirements
What your firm keeps
Your firm owns the client relationship, approves what goes out, and decides what is reported.
How it starts
From first call to first delivery
Access, checklists and security are written down before volume arrives.
A conversation
We learn what your firm needs, which software you run and how your review works.
A trial piece of work
We complete a small, real piece of work so your reviewers can judge the quality for themselves.
Onboarding
Access, security, checklists and communication are set up and written down before volume arrives.
Related
More in Accounting and Client Advisory Services
Bookkeeping
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Read MoreVirtual CFO (VCFO)
CFO level finance every month for clients who need more than bookkeeping, delivered under your firm's name.
Read MoreStart a conversation
Tell us what your firm needs
Start with a conversation and a small trial piece of real work. Your reviewers judge the quality before anything else is agreed.
- hello@example.comSample
- +1 (202) 555-0142Sample
- Monday to Friday, 8:00 to 18:00 US Eastern timeSample