ERP / Accounting Software Setup & Cloud Migration (QuickBooks)
CHART OF ACCOUNTS • DATA MIGRATION • INTEGRATIONS • CONTROLS Move to QuickBooks Online with clean data, solid controls, and the right integrations. We redesign your chart of accounts, migrate history, automate bank feeds and AP/AR, and stand up dashboards so you can close faster and make decisions with confidence.
Our Key Services
What We Handle
From discovery through cutover and post‑go‑live support.
Our Process
Discover
Inventory data, integrations, reports, and compliance needs; define scope and success metrics.
Design
COA, classes/locations, permissions, and app stack; build migration plan and data model.
Migrate
Extract, transform, and load; reconcile opening balances and key subledgers.
Validate
Parallel close/payroll where relevant; fix variances and sign‑off.
Cutover
Schedule freeze, go‑live, and hypercare; lock prior periods and finalize SOPs.
Optimize
Automate rules, refine dashboards, and schedule monthly reconciliation cadence.