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Migration

Moving from an existing provider

Moving from an existing bookkeeper, in-house hire or provider happens in controlled waves so nothing falls through the handover.

Switching providers is always nervous. You're worried about missing transactions, overlapping work, or having no one covering a critical date. We manage that risk by taking work in waves, not all at once.

Phased Handover

Work in controlled waves, not a big cutover

Rather than switching everything over on a single date, we take work in phases. First, a small subset — maybe one month or one client. Once that's running smoothly, we bring on more. Your existing bookkeeper or provider is still there until we've proven we can handle it reliably.

  • Phase 1: Pilot period with a small volume or single month
  • Phase 2: Gradually expand as confidence builds
  • Phase 3: Full handover once you're satisfied
  • Old provider stays in place during transition
Phased handover approach
Data Transfer & Setup

We handle the technical side

Your existing provider will give you an export or we'll get read access to grab the transaction history, chart of accounts, and whatever else we need. We validate it, reconcile opening balances, and set up the handover playbook so we're picking up exactly where your old provider left off.

  • We coordinate data export or access with your old provider
  • Opening balances verified and reconciled
  • Chart of accounts migrated or mapped
  • No manual re-entry of historical transactions
Data migration and setup process
Questions About Switching?

Let's talk through your specific situation

Every migration is different — book a call so we can understand your current setup and plan a transition that fits your timeline and comfort level.

Book a Discovery Call
Related Pages

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Getting Started

Onboarding process and timeline.

What We Need From You

Access and information required.

Monthly Process

How recurring work runs.
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