I specialize in migration projects from other accounting systems to QuickBooks Online (QBO).

IE: Switch from QB Desktop to QBO

IE: Realizing a big ERP (like NetSuite) is too complex and QBO plus 3rd party integrations are better suited.

First we meet to discuss the pain points of your current accounting system (including what prompted to you start using it to begin with) and the desired state of your accounting function, in general and as it pertains to other departmental functions.

If a new accounting system recommendation is needed, I will provide options and comparisons of them.

When the new tech stack is decided on, I spearhead the migration process, which can include balance sheet summaries by month/year, complete transactional imports, or a combination of the two, plus collaboration with other consultants if needed for non-accounting aspects.