Sometimes a business reaches the point where the existing system simply isn't working anymore.
That may mean moving:
from spreadsheets to accounting software
from desktop accounting to cloud accounting
from one accounting platform to another.
A Migration Is More Than Moving Data
Before migrating, we need to think about:
what information should be moved
whether the existing records are reliable
opening balances
the chart of accounts
bank feeds
users
reporting requirements
how the new system will operate after the move.
How SKC Accounting Can Help
We can help plan the transition and minimise unnecessary disruption.
The migration process can include:
reviewing the existing records
helping determine what should be transferred
preparing opening balances
assisting with the new setup
checking key information after migration
helping establish new processes
providing practical guidance as you move into the new system.
Common Questions
Can't find your question? Email us.
Do I need to move all of my old accounting information?
Not necessarily.
What needs to be migrated depends on the system, available records and what information will be useful going forward.
Should I clean up my old records before migrating?
Where possible, yes. Moving inaccurate or messy information into a new system doesn't solve the underlying problem.
Continue Learning
Do I Need Accounting Software When My Business Is Still Small?
What Accounting Records Do I Need to Keep — and for How Long?
Service Delivery Disclosure
SKC Accounting Financial & Advisory Services Pty Ltd trading as SKC Accounting is a licensee of Platinum Accounting Australia Pty Ltd (Platinum). Platinum is a Registered Tax Agent (Tax Agent No. 24683431). Tax agent services, including the preparation, review and lodgement of tax returns, and BAS/GST services requiring registered-agent authority, are provided through Platinum under the applicable engagement arrangements. For more information, please visit Platinum Accounting Australia.
Let’s Talk About Your Business
A useful first conversation starts with what your business does, what is creating pressure and what you would like to improve. Book a Complimentary Initial Consultation to discuss the support that may suit your circumstances.