If you are a solicitor firm that would like to migrate your software to a new and advanced version, then you are at the right place. Our solicitor bookkeeping team has developed a 3 stage process to make this simple and hassle-free for your firm.
Step 1: Preparation stage
- Review of Final Accounts – Balance Sheet, Profit/Loss A/c, and Trial balance.
- Review of Client and Office Balances listing.
- Review of the balancing statement at the date of transition.
- Review of Bank Reconciliation items
- At the end of this stage, we will have data ready to be input into the new software.
Stage 2: Setup Stage
- This stage would be where we will collaborate with the IT team in the software company. If they need any inputs from us, we will be there to assist.
Stage 3: Post-Setup Review Stage
- Review the Final Accounts, Client and Office balances, Bank Reconciliation, etc on the new software
- We will do some random checks or ledger files and compare them with the previous system.
- At the end of this stage, the system will be ready to use by the bookkeeper.