SKC ACCOUNTING · AUSTRALIA

Cloud Migration

Moving From Spreadsheets or an Old Accounting System

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Personal supportBuilt around your business

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UNDERSTANDING YOUR BUSINESS

Support that starts with understanding.

Sometimes a business reaches the point where the existing system simply isn't working anymore.

That may mean moving:

  • from spreadsheets to accounting software

  • from desktop accounting to cloud accounting

  • from one accounting platform to another.

A Migration Is More Than Moving Data

Before migrating, we need to think about:

  • what information should be moved

  • whether the existing records are reliable

  • opening balances

  • the chart of accounts

  • bank feeds

  • users

  • reporting requirements

  • how the new system will operate after the move.

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How SKC Accounting Can Help

We can help plan the transition and minimise unnecessary disruption.

The migration process can include:

  • reviewing the existing records

  • helping determine what should be transferred

  • preparing opening balances

  • assisting with the new setup

  • checking key information after migration

  • helping establish new processes

  • providing practical guidance as you move into the new system.

USEFUL ANSWERS

Common Questions

Do I need to move all of my old accounting information?

Not necessarily.

What needs to be migrated depends on the system, available records and what information will be useful going forward.

Should I clean up my old records before migrating?

Where possible, yes. Moving inaccurate or messy information into a new system doesn't solve the underlying problem.

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Let’s Talk About Your Business

A useful first conversation starts with what your business does, what is creating pressure and what you would like to improve. Book a Complimentary Initial Consultation to discuss the support that may suit your circumstances.

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