ERP / Accounting System Implementations or Conversions

What this service is

A structured, low-risk migration or first-time build of your accounting stack—chart of accounts, workflows, integrations, data, and controls—so day one on the new system is stable, auditable, and ready for reporting.

Who it’s for

Growing businesses moving from spreadsheets or an entry system to QBO/Xero, or scaling teams evaluating NetSuite (or optimizing an existing instance) and wanting a clean design, reliable data, and fast adoption.

What we do

• Scope & design: current-state assessment, pain points, reporting needs, and future-state blueprint (COA, class/location/dept, entities).

• System build: GL company file(s), COA design, opening balances, users/roles, fiscal calendar, taxes, and document settings.

• Workflows: AP (bill pay/approvals), AR (invoicing/cash app), expense cards (Ramp), receipts, month-end close, and document retention.

• Integrations: bank feeds, Ramp, payroll (Gusto/ADP), inventory/time/commerce tools; mapping and posting rules.

• Data migration: vendors, customers, items, projects, historical balances, and selected transactions (cut-over window agreed).

• Controls & security: roles/permissions, approval thresholds, audit logs, prior-period locks, WISP alignment.

• Testing & go-live: sandbox/unit tests → UAT with sample month → cut-over plan → parallel run (if needed) → go-live support.

• Training & handoff: playbooks, SOPs, quick-hit videos, and admin handoff.

Implementation options

• QBO/Xero build or conversion: ideal for SMBs wanting speed, automation, and clean reporting with add-ons (Ramp, bill pay, payroll).

• NetSuite advisory: readiness, COA/dimensions, subsidiary/consolidation design, procure-to-pay/quote-to-cash flows, and project governance.

• Optimization projects: post-implementation cleanup, posting rules, saved searches/reports, and performance tuning.

Deliverables

• Future-state design document & project plan

• Configured system(s) with user/role matrix

• Migration workbook (source→target mapping) and data validation report

• Working integrations (as scoped) and posting rules

• SOPs: AP, AR, month-end close, and admin tasks

• Go-live checklist and 30/60/90-day stabilization plan

What we need from you

• A project sponsor and day-to-day lead

• Read-only access to legacy data, bank/merchant portals, and payroll exports

• Samples of key reports (management, lender/board) and any compliance needs

• Decisions on approval policies, dimensions, and cut-over timing

Timeline

4–26 weeks depending on entity count, integrations, and migration depth.
Typical flow: Discovery & design → Build & integrations → Data migration → UAT → Cut-over → Go-live & stabilization.

Pricing drivers

Entity/subsidiary count, data history to migrate, integration scope (Ramp/payroll/inventory/commerce), dimensions (class/location/dept), reporting complexity, and training/support level.

Quality & security

Version-controlled configs, migration checklists, reconciliation of opening balances, role-based access with MFA, prior-period locks, and a documented rollback plan. We never request unnecessary sensitive data.

Popular add-ons

• General Ledger Cleanup pre-migration (fix before you move)

• Bookkeeping & Close post-go-live (keep it clean)

• Financial Reporting packs and KPI dashboard

• Policy & controls tune-up (spend, approvals, segregation of duties)

• Budget/Forecast setup aligned to the new COA

Goal: a predictable cut-over with no surprises, clean data, and workflows your team will actually use.