Software
We work inside your stack
Changing accountants should not mean changing platforms. We adapt to what you already use, and only suggest moving when the current setup is the thing holding you back.
Accounting platforms
Where we keep your books
QuickBooks Online
Certified
QuickBooks Desktop
Certified
Xero
Certified
Sage
50 & 200
Zoho Books
FreeAgent
Wave
NetSuite
FreshBooks
Connected tools
And what we plug into them
Most of the work of clean books happens at the edges — capture, settlement and payroll feeding the ledger correctly.
- DextReceipt capture
- HubdocDocument capture
- A2XE-commerce settlement
- ShopifySales channel
- Amazon Seller CentralSales channel
- StripePayments
- PayPalPayments
- GustoUS payroll
- BrightPayUK payroll
- AvalaraUS sales tax
Moving platforms
If a migration is the right call
What to settle before moving accounting platforms, so you don't migrate a problem.
All our checklistsPick a cut-over date that follows a closed, reconciled period
Export a full trial balance and transaction history from the old system
Clean and map the chart of accounts before importing anything
Agree how much transaction history you actually need to migrate
Migrate open AP and AR items individually, not as a balance
Rebuild bank feeds and check the opening balances match
Recreate recurring invoices, bills and journals
Re-point integrations: payments, payroll, e-commerce, expenses
Run both systems in parallel for one period and reconcile the difference
Reconcile the sales tax position across the cut-over
Archive the old system in a readable, exported format
Your stack
Using something not on this list?
Tell us what it is. If it exports a trial balance, we can almost certainly work in it.
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