Xero Migration

We migrate financial data from QuickBooks, Wave, or spreadsheets into a clean, modern Xero environment. Includes chart-of-accounts redesign, historical data import, and workflow setup.

Who this is for

Service businesses & startups upgrading systems

What sets this engagement apart

  • Clean COA
  • zero downtime

How the engagement runs

  • Discovery Call. We talk about your situation, the entities involved, and what success looks like. No jargon, no pressure.
  • Scoping & Setup. Engagement letter, secure onboarding, Xero or document workspace, expectations set in writing.
  • Cleanup or Migration. If your books need work, we reconstruct and reconcile first, so every downstream step is built on accurate data.
  • Ongoing Cadence. Monthly books, quarterly check-ins, annual filings. KPI dashboards and advisory where the package includes it.

Available in these packages

Prefer a bundled relationship? Xero Migration is included in the following Soarx packages.

Pkg 04Cleanup + MigrationA focused project to clean existing records and move the business into a modern Xero workflow.
$300/mo cleanup + $750 migration
Pkg 05Startup LaunchAccounting foundation, bookkeeping, and tax readiness for new businesses building clean from day one.
$350/month
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