Migration
Move onto the operating layer without losing history.
Coordinated cutover from your prior bookkeeper or accountant, with reconciliation to a defined start date and a clean separation of historical cleanup from the live monthly close.
What migration includes
Cutover date
A defined start date is agreed. Everything before that date is treated as history; everything after runs on the Institution cadence.
Reconciliation
Opening balances are reconciled and documented so the first live close begins from a defensible position.
Provider handoff
Coordination with your prior provider for records, access, and any outstanding items.
Historical cleanup
Prior-period cleanup, if needed, is scoped separately and runs on a parallel track — it does not delay live operations.