CFO Advisory Services
Data Migration
Migrating data between accounting platforms can be time-consuming and risky. Our Data Migration service at transaction level ensures a smooth transition, preserving data integrity while minimizing downtime for your firm and its clients.
Services in Scope
Chart of Accounts Setup & Mapping
Creating or replicating the client's chart of accounts in the new system. Mapping legacy accounts to ensure consistency in financial reporting.
Master Data Migration
Transferring key records such as customers, vendors, items, and employee data.
Opening Balances Migration
Inputting accurate opening balances for assets, liabilities, equity, and sub-ledgers.
Historical Transaction Migration
Migrating prior-year or period-specific transactions (sales, purchases, journals, etc.).
Accounts Receivable & Payable Details
Transferring open invoices, bills, and credit memos to maintain client/vendor balances.
Post-Migration Reconciliation Support
Providing reports and support to verify data accuracy post-migration. Includes trial balance matching, subsidiary ledger checks, and audit trail integrity.
Our Data Migration Process
Assessment and Scope
We determine your source and target systems, along with any special requirements.
Data Extraction
All relevant information is carefully pulled from your existing platform.
Mapping and Cleansing
We map data fields to align perfectly with the new system, cleaning duplicates or outdated entries.
Test Migration
A small batch test is performed to confirm accuracy and functionality.
Full Migration and Reconciliation
We complete the migration and validate the final dataset to ensure no discrepancies.
About Ethereal Advisors
Founders Note
Data migration should never disrupt your day-to-day operations or erode client trust. We set out to make your system transitions as seamless and stress-free as possible.
10+
Years Experience
50+
CPA Partners
100%
Satisfaction
Why choose us
Thorough Mapping Processes
We match every data field carefully to avoid confusion later.
Consistency Checks
Reconciliations ensure your final balances align with your prior system.
Minimal Downtime
We schedule migrations around your busiest periods.
Transparent Reporting
We provide logs of all changes, so you stay fully informed.
Frequently Asked Questions
Which accounting platforms do you support?
Will you handle partial data migrations?
What if data discrepancies are found post-transfer?
Trusted by Over 50 Accounting Firms
Join the growing network of accounting professionals who have transformed their practice with our outsourcing solutions.