Businesses leaving spreadsheets
Companies whose records have outgrown Excel.
Finance Automation & Digital Accounting
Accounting System Migration
Support moving from spreadsheets or legacy systems to modern accounting platforms.
Overview
How we help with Accounting System Migration
Migrations go wrong in predictable ways: opening balances that do not agree, VAT history that will not reconcile, and a period where nobody trusts either system. Planning prevents all three.
We plan the migration around a clean cut-off date, agree opening balances back to your last set of accounts, transfer open sales and purchase items with their full detail, and carry across the transaction history you need for comparison and VAT purposes.
After go-live we run a parallel check on the first period so any difference is found while it is still small and traceable.
What's included
Everything covered in this service
Scope is agreed in writing before we start, and the fee is fixed against it. If something falls outside, we tell you what it costs before doing it.
- Migration planning and cut-off date selection
- Opening balance agreement back to your last accounts
- Transfer of open sales and purchase ledger items
- Historic transaction and VAT data carried across
- Chart of accounts redesign during the move
- Post-migration reconciliation and first-period check
Who it's for
Built around how you actually operate
Businesses on legacy desktop software
Companies moving from old desktop systems to cloud platforms.
Businesses changing platform
Companies switching between cloud systems for better fit.
FAQs
Accounting System Migration — common questions
Can we keep our historic data?
Yes — transaction history can normally be brought across, though how far back is worth doing depends on your VAT and reporting requirements. We agree the scope before starting.
When is the best time to migrate?
The start of a financial year is cleanest, and the start of a VAT quarter is the next best option. Mid-period migrations are possible but need more reconciliation work.
How is your fee worked out?
Fixed fee, agreed before we start. Pricing depends on the size and complexity of your business, so get in touch for a free, no-obligation quote.
Can you help if we're switching from another accountant?
Yes. We handle professional clearance with your previous accountant and update the agent authorisations with HMRC and Companies House, so you don't have to manage the handover.
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Let's talk about Accounting System Migration
Tell us where you are now and what you need. We'll come back with a fixed fee and a clear scope — no obligation.
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