Cloud Accounting Setup & Migration
Accounting systems built around how your business works.
Set up a new cloud accounting environment or move from an existing system with a structured migration and clear ownership.
Discuss a setup or migrationWhat we can help with
Capabilities we can include. The exact scope is agreed with you before work begins.
- Review requirements and the current finance setup.
- Support accounting system selection and configuration.
- Design the chart of accounts and reporting dimensions.
- Configure relevant workflows, permissions, and supported integrations.
- Map and clean the data included in the migration.
- Plan the cutover, opening balances, and agreed historical data scope.
- Reconcile migrated balances and validate the agreed outputs.
- Document processes and support team handover.
How a migration runs
- 1
Review
Requirements, current setup, and data scope.
- 2
Design
Chart of accounts, dimensions, and workflows.
- 3
Migrate
Mapped, cleaned data and a planned cutover.
- 4
Reconcile
Opening balances checked against the source.
- 5
Handover
Documented processes and team ownership.
What this gives you
A clearer system structure, reconciled starting balances, and a documented basis for ongoing accounting.
Common reasons to get in touch
- You are setting up a new entity.
- Finance lives in disconnected spreadsheets.
- You are changing accounting system.
- The same data is entered twice.
- Integrations have become unreliable.
Related services
- Bookkeeping & ReportingAccurate records and clear reporting that show how your business is performing.
- Operations SupportPractical support with receivables, payables, payroll processing, and related compliance workflows.
- Inventory SupportConnect stock, systems, and costs to understand inventory movements and product margins.
Talk through what you need.
Share where the pressure is and we will discuss the scope that fits your business.