Migration
Move to Institution without losing your financial 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
Agree on a start date. Everything before it stays part of the historical record, and ongoing work begins from that point.
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.