Migrating your accounting database and documents
Switching from another accountant? We run an express audit, find and fix errors, and migrate the database and documents carefully.
Migrating accounting is not just copying a file. We check balances, reconcile with tax authorities, transfer source documents and settings, and lock in a control point. You don't lose time and you don't get surprises a month later.
Як ми запускаємо роботу
Together with the outgoing accountant (or without them) we look at the state of the database, documents, access and reporting. We fix a control date — everything after it is our responsibility.
We pull the current status of settlements: debts, overpayments, unfiled reports. This is the "zero point" that cannot be disputed later.
We compile a list of everything being handed over: accounting database, primary documents, contracts, HR records, access credentials, e-signature. All logged with descriptions and dates.
We take the accounting database in a workable format, verify it opens and reads correctly, then move it to our server with daily backups.
We issue new e-signatures or re-issue existing ones and change passwords for tax service, fund and banking cabinets. The previous provider's access is revoked.
We sign the handover act with a detailed inventory. The next closed period is already ours.
Склад послуги
Що ви отримуєте
Кому підходить
- 1Businesses changing accountant
Either in-house or after replacing a sole-proprietor accountant.
- 2Companies moving from in-house accounting to outsourcing
Offloading internal specialists.
- 3Those switching between accounting software
1C → BAS, BAS → MEDoc / cloud and so on.
The transition was quiet — we didn't even feel the change of accountant. All balances matched, and everything was clean with the tax service.
Поширені питання
Depending on scope — from a few days to a few weeks. For a typical small LLC — 1–2 weeks.
The law is on your side — the database and documents belong to you. We help formalise that correctly.
Yes. Mid-quarter switches are standard — the key is to lock in a control point.
Yes — and it's the most common scenario. We take over accounting from any date; quarterly and annual reports are closed by us with both the "ours" and "previous" parts of the year accounted for. Annual reporting is filed as a single document, without seams.
We prepare and send an official written request to return the database, documents and access. In parallel we restore the state of accounts from available sources: Tax Service, bank, VAT invoice register, counterparties. In most cases the accountant responds once the official letter is sent.
Yes. We accept databases from 1C, BAS, MEDoc, Client-Bank, Excel, paper archives and from foreign systems (QuickBooks, Xero, SAP and others) — mapping the data to Ukrainian accounting and reporting requirements.
Суміжні послуги
Поговоримо про ваш бізнес
Залиште заявку — підберемо рішення під вашу ситуацію та порахуємо вартість обслуговування.