Migration services can be tricky as they are usually time sensitive and require the retention of lots of key data.
There are providers out there that can transfer your information in the matter of hours using specific built software, however these may not always be able to work and may not be able to provide you all of the information you need.
We offer a bespoke Migration service which can include as much or as little information as necessary to save time and costs.
Using simple export and import templates we can upload your data using excel spreadsheets that allow us to review the information before processing. Included in our migration service is the set-up of company preferences, reconciliation of balance sheet items, matching your chart of accounts and ensuring all sales and purchases data remains available.
Convenience and care are our core strengths. By focusing our services around these principles we have developed long lasting relationships with our clients. See below for how.
We want our clients to have choice and so we use all the major accounting packages to help them work with the best solution for their business.
We want our clients to be stress free, so we meet at their premises, respond promptly to queries and accept calls out of normal working hours.
We want our clients to receive a technical service, so all our work is signed off by either a qualified accountant, chartered tax adviser or tax specialist.
Most importantly, we take interest in our clients as we love what we do. We encourage regular and open discussions to avoid focusing on standard compliance and spend more time discussing development of their businesses.
QuickBooks Ask The Expert – Rachel!
We were over the moon that Rachel was asked the host Ask The Expert, a daily series run by Intuit QuickBooks to help small business own ...