Your data moves. All of it.
Ledger conversions and firm-wide data moves, handled by a team that has done thousands of them. Whether you're changing systems, merging with another practice or splitting one up, the data arrives complete, reconciled and ready to work with.
A discrete piece of work, done properly.
Ledger conversions
Trial balances and asset registers converted out of legacy practice management systems and into a format fit for import to Xero, or wherever you're headed. This is the machinery we have built and refined over 15 years, and it is the part of a platform change most likely to derail it.
Mergers and splits
Firms merge and firms separate, and in both cases the data has to move cleanly between parties who each have a lot riding on it. We move the client database, work in progress, jobs and documents - the works - and we do it as the independent third party, so vendor and purchaser can both proceed with confidence.
In a merger or a split, both sides need to trust the same set of numbers.
We hold no stake in the transaction. We work to a defined scope agreed by both parties, document what moved and what it reconciles to, and hand each side the same evidence. That is usually the difference between a data question becoming a five-minute conversation or a fortnight of correspondence between advisors.
Both sides briefed
One scope, one method, one set of results - shared with everyone at once.
Reconciled and evidenced
You get a record of what moved and what it balances to, not an assurance.
No stake in the outcome
We are not acting for either party. We are here to move the data correctly.
Nothing important gets left behind.
Scope
What moves, what stays, and what it needs to look like on the other side. Agreed in writing before we touch anything.
Extract & convert
Data out of the legacy system and into the shape the destination expects, using tooling built for exactly this.
Reconcile
Balances checked against source, exceptions surfaced early, and a record you can hand to anyone who asks.
Load & confirm
Into the live system, verified with your team, ready to work with from day one.
The conversion tooling behind this work started life solving our own problem, on our own projects.
Common questions
Can we engage you for the migration only?+
Yes. It is a defined piece of work with a defined price, whether or not we are involved in the wider project. If you're only getting us to do the data, we draw a really clear line though - no project meetings and no advisory work. Data migration only is a clean, low-touch engagement for highly experienced firms resourcing things internally.
Our legacy system is old and barely supported. Is that a problem?+
It is usually the reason firms call us. We have extracted data from systems the vendor no longer supports and formats no one documents any more. Send us a sample and we will tell you honestly what is recoverable.
Who do you act for in a merger or split?+
Neither side, deliberately. We work to a scope both parties agree and give both the same reporting. It keeps the data question out of the negotiation.
How long does a migration take?+
A ledger conversion is measured in days, weeks or months depending on volume and the state of the source data. A firm merger or split is scoped case by case - the variable is rarely the conversion itself, it is how much cleaning up the source needs first.
How much does a ledger migration cost?+
Ledgers are priced per ledger, depending on the source data. We ask you for a quantity estimate so we can plan resourcing and turn conversion batches around promptly - but we only bill for what you actually give us to convert. The exception is where we have agreed a volume discount and the final count comes in significantly lower. Talk to us to find out more.
Can you migrate an accounting practice to Xero without losing history?+
In most cases yes, but “all of it” and “all of it inside the ledger” are different questions. Some history converts natively, some is better retained as a reconciled archive alongside the live file, and some legacy systems will not export cleanly at all. We establish exactly what can come across before the migration starts, so the partners agree the trade-off up front rather than discovering it after cutover.