At BB4B, we follow a structured and meticulous upgrade approach to ensure zero disruption to your business while transitioning from legacy software to advanced cloud accounting platforms.
Initial System Audit
We begin with an in-depth assessment of your existing accounting software, analyzing your data structure, chart of accounts, inventory setup, customer and supplier records, payroll configurations, and financial reporting.
Customized Upgrade Plan
Our experts design a tailored upgrade strategy, recommending the most suitable modern software based on your business size, industry, and unique requirements. Whether it’s Xero for cloud flexibility, MYOB for robust reporting, or QuickBooks for small business ease, we select the right platform.
Data Cleaning & Preparation
Before migration, we thoroughly clean and organize your existing data to eliminate duplicates, correct inconsistencies, and reconcile accounts to ensure only accurate information moves forward.
Data Migration & System Configuration
Our team performs precise data migration, transferring essential financial records, customer and supplier databases, inventory details, payroll information, and transaction history to the new system while maintaining data integrity.
User Training & Onboarding
We provide hands-on training for your Braeside team, empowering them to use the new software effectively—from recording transactions and generating reports to managing payroll and preparing BAS statements.
Ongoing Support & Optimization
Post-upgrade, we offer continuous support, ensuring the system evolves with your growing business. Our services include troubleshooting, software updates, advanced feature configuration, and regular performance optimization.