Meridian

Services

Cloud Accounting Setup

Cloud-native accounting stacks — QuickBooks, Xero, and beyond — from day one.

Service

Cloud Accounting Setup, the Meridian way

Moving off spreadsheets, or switching accounting software, is the kind of project that's easy to put off because it feels disruptive — until a year of tangled historical data makes it far more disruptive to leave undone. We handle the migration properly: clean historical data, correctly mapped accounts, integrations that actually work, and a team that knows how to use what we've set up. Most of our clients are on QuickBooks Online or Xero from day one; for those who aren't yet, this is usually the first project we do together.

Scope of service

What's included

  • Migration from spreadsheets or legacy software to QuickBooks Online or Xero
  • App and integration setup: payment processors, inventory systems, e-commerce platforms
  • Chart of accounts and workflow configuration built around your business, not a generic template
  • Historical data clean-up and reconciliation during migration
  • Team training and internal documentation, so your team isn't dependent on us for basic tasks
  • Multi-entity and multi-currency configuration for cross-border businesses
Who it's for

Businesses switching accounting software, moving off spreadsheets for the first time, or bringing a newly formed entity onto a proper accounting system from day one.

How it works

How it works

01

We audit your current setup — or lack of one — and scope the migration.

02

We migrate, reconcile, and configure your new system before go-live.

03

We train your team and stay on hand through the first full close.

Talk to a partner

Whatever your tax, accounting or advisory question — let's talk.

Tell us about your business and we'll show you how Meridian can move it forward — in the US, the UK, or across borders.

Get in touch