Systems Advisory & Migration
Support selecting, implementing, or moving between accounting systems — so the accounting survives the change.
A migration moves more than transactions. Opening balances, historical detail, subledger tie-outs, and every process built around the old system have to come through it intact. Most of the damage happens when the accounting questions get settled after the software decision instead of before it.
What this typically involves
- An honest assessment of whether a system change is actually the answer
- Selection support driven by how the accounting needs to work
- Establishing and validating opening balances in the new system
- Mapping the chart of accounts and subledger detail between systems
- Reconciling converted balances back to the prior system
- Rebuilding reporting and reconciliations after the move
- Documenting the resulting process so it holds after go-live
Your books shouldn’t require guesswork.
If something feels off in your accounting — or you already know it is — let’s figure out what is happening and get it aligned.