Accounting Systems, Setup & Migration
Set up your accounting system around how your business actually works.
A migration is more than moving balances: the structure and checks matter after the cutover.
In short
What this means
Rybair can assess your current records, design an accounting structure and plan a setup or migration with documented opening balances, workflows and post-migration reconciliation. The right approach depends on the entities, source systems and reporting you need.
Design the file before moving the data
A useful chart of accounts reflects how management needs to see the business. We assess classes, locations, departments, projects and multi-entity needs, as well as the reports and approvals that depend on them.
- Chart-of-accounts and reporting structure
- Entities, classes, locations, departments or projects
- Current-file cleanup and historical data scope
- Access, permissions and approval workflows
Move balances with a trail back
Opening balances and comparative periods need supporting schedules. We agree the cutover date, map the old structure to the new one and document exceptions rather than treating an imported total as reconciled.
Connect the surrounding workflow
Payroll providers, payment processors, banks, commerce and property systems may each contribute records. We assess exports, permissions and available APIs before agreeing any connection or reconciliation process; platform references do not mean a live integration already exists.
Check what happens after launch
Post-migration reconciliation tests bank accounts, control balances, payroll and payment flows against source records. We review whether the new reporting matches the agreed structure and identify work still open.
Platform-agnostic assessment
We can assess QuickBooks Online or Desktop, Xero, Sage, NetSuite, Microsoft Dynamics or Business Central and other accounting systems after review. The recommendation depends on your existing stack, scale and available access.
Questions
Frequently asked questions
Will we lose our historical transactions?
We agree how much history to migrate or retain separately before the cutover. The answer depends on record quality, platform capabilities and reporting needs.
Can you migrate us from our current system?
We can assess the source file, opening balances, permissions and target workflow, then propose a staged scope with checks before and after migration.
Service scope, access, responsibilities and delivery dates are agreed in writing. Tax, payroll and jurisdiction-sensitive work is assessed before engagement; assurance and legal services are not included.
Plan a system that fits the way you work.
A short consultation is enough to understand your systems, your deadlines and where the friction is. No obligation, no pressure.