Systems & Migration
Chart of accounts redesign and migration between Sage, Xero, QuickBooks or Zoho — without losing a single historic entry.
What this actually involves
A migration done badly costs more than the years of bad bookkeeping that prompted it. Balances arrive without history, the chart of accounts is imported wholesale including the sixty accounts nobody has touched since 2019, and comparability is destroyed exactly when you need it.
We design the chart of accounts first — around how you actually want to read the business — then migrate into it, carrying history and reconciling old system to new before the switch is called complete. VAT history matters here: a migration that breaks the VAT control account creates a problem that surfaces at the worst possible moment.
We work natively in Sage Business Cloud, Sage Pastel Partner, Xero, QuickBooks Online and Zoho Books, and we will tell you plainly which one suits your trade rather than the one we happen to prefer.
Integrations follow: Yoco, PayFast, Ozow, SnapScan, Shopify, WooCommerce, Takealot, Dext and SimplePay or PaySpace for payroll — each mapped deliberately rather than connected and hoped for.
What lands, and when
Cadence: Fixed-scope project. Everything below is in the engagement letter, not in a brochure.
- 01Chart of accounts design workshop and build
- 02Full historic migration with reconciliation proof
- 03Old-system to new-system tie-out, including VAT history
- 04Payment gateway, e-commerce and payroll integrations mapped
- 05Documented runbook for your team
- 06Training for whoever captures day to day
Start with the inspection.
A week of structured review, a written findings note, and a fixed fee before any work begins.