What We Do
Conversions are our core, but we handle the work around them too — pre-conversion cleanup, reconciliation, and post-go-live support so your new file is one you can trust.
Free scoping review · Fixed-price quote in 24 hours · No commitment
Services
How we help
From a straight platform switch to a messy file that needs untangling first.
Software conversions
Migrations to and from QuickBooks across 18+ system pairings — chart of accounts, history and reconciliations preserved.
Reconciliation & proof
Every conversion ties out to your source file with a side-by-side trial-balance proof before handover.
Pre-conversion cleanup
Duplicate accounts, undeposited funds, stale A/R — we tidy the data so you're not migrating a mess.
Chart-of-accounts redesign
Moving systems is the ideal moment to restructure your COA for cleaner reporting. We'll advise and rebuild.
Multi-entity & multi-currency
Consolidations, subsidiaries and historical currency exposure handled with care.
Post-conversion support
30 days of email support after every job, plus optional ongoing help as your team settles in.
The process
How an engagement runs
The same path whether it's a simple switch or a complex multi-entity move.
Free scoping review
You send a backup or read-only access. We tell you exactly what will convert, what won't, and how clean your data is — before any money changes hands.
Fixed-price quote in 24 hours
One written price for the whole job. No hourly meter, no surprise change orders. You approve before we start.
Data extraction
We pull your full ledger — chart of accounts, customers, vendors, items, open balances and transaction history — from your current system.
Mapping & chart of accounts
We map every account, tax code and item to the target system's structure so reports keep meaning the same thing they did before.
Conversion & rebuild
We rebuild the file in the destination software, bringing history across rather than just opening balances, so prior-year comparisons still work.
Reconciliation to the cent
We reconcile the trial balance, A/R and A/P in the new system against your old one. The numbers tie out, or we don't hand it over.
Handover & support
You get a reconciled file, a short walkthrough, and 30 days of email support to answer questions as your team settles in.
Engagement
Fixed-price work. No hourly billing.
Cleanup and redesign are scoped into your written quote so there are no surprises.
Lists & opening balances
- Chart of accounts, customers, vendors, items
- Open A/R and A/P, trial-balance opening
- Current-year transactions
- Reconciled opening balances
- Email support, 30 days
Full transaction history
- Everything in Essentials
- Multi-year transaction history
- Bank & credit-card reconciliation rebuilt
- Memorised reports re-created
- Side-by-side trial-balance proof
Multi-entity & complex
- Everything in Standard
- Multiple entities / consolidations
- Multi-currency history preserved
- Class / location / department tracking
- Integration & app reconnection guidance
Tell us about your file
Send a backup or read-only access and we'll come back within one business day with a plan and a fixed price.