Before you talk to the new provider
The strongest position to start a migration from is a written inventory of what the current provider actually holds and controls. Doing this before the transition begins removes almost every avoidable delay.
The inventory
- Accounting software of record and the level of access retained by the client.
- Banking and processor connections, and whether they were established by the client or the provider.
- Payroll provider and administrator access.
- Open bills, open invoices, and any recurring transactions that live inside the provider's tooling.
- Documents held outside the accounting software (contracts, workpapers, prior-year support).
- The state of the last reviewed close and any known exceptions.
What this changes
With the inventory in hand, the migration becomes a defined transfer rather than a discovery process. The new provider can quote the actual scope; the client keeps continuity of the operating record.
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