Securley Migrate Your Business Before QuickBooks Desktop Expires
Flat-fee migration that preserves 100% of your data and unlocks real-time project profitability—no more Excel patches.
Trusted by Professional Services Leaders
From 15-person agencies to 150+ staff consultancies—we've successfully migrated over 200 firms without a single data loss incident.
Trusted by industry leaders
Hover over the avatars to see who's already made the switch
SOC 2 Aligned
Enterprise-grade security protocols protect your financial data throughout the migration process.
< 4 Hour Downtime
Minimal business disruption with our proven weekend migration methodology.
100% Data Preservation
Every transaction, customer record, and historical report migrated with complete accuracy.
200+ Reports Migrated
All your custom reports, templates, and financial statements transferred seamlessly.
"Recovered 14% margin visibility in week 1. We finally know which phases are profitable and can price future projects with confidence. The migration was seamless and our team was productive immediately."
Migrate to Any Platform
Don't get locked into one solution. We migrate your QuickBooks Desktop data to the platform that best fits your business needs.
Not sure which platform is right for you? We'll help you choose during your consultation.
The Hidden Cost of Margin Blindness
While you're drowning in spreadsheets, competitors are scaling with real-time profitability data
Blind Margins
"Phase X is profitable... we hope." Unknown per-phase margin forces you to scramble with VLOOKUP monster sheets. You're flying blind on project profitability while competitors gain clarity.
QBD Sunset Risk
Rising renewal costs & feature freeze put your historical data in jeopardy. Intuit has already stopped security updates for QB 2022 as of May 31st, 2025. Your financial data could be exposed.
Escape Ramp
One invoice, one weekend cut-over, lifetime accuracy. Preserve 100% of your data while unlocking real-time project profitability. No more Excel patches or margin guesswork.
2.5hrs
Daily time lost to manual margin calculations
= $50k+ lost productivity per employee annually
80%
Of firms can't track project profitability in real-time
Leading to 15-30% margin erosion
30%
Industry benchmark margin for professional services
Know where you stand vs. competitors
Time is Running Out
QuickBooks Desktop support ends soon. Don't wait until the last minute when migration services are overbooked, rushed, and over priced.
Real-World Gains You’ll See in 30 Days or Less
Exactly what pro-service CFOs asked for now baked into every migration.
Phase-level Job-Cost Integrity
See labor + expense burn down to sub-task level with built-in mapping of Customer:Job > Phase and auto-linked timecards
Tiered T&M Rate Engine
Bill interns & principals at their true rates—without four rate tables using custom item translation + sandbox test invoice
One-Click Sprint Margin Dashboard
Track % margin vs 30% industry benchmark with free Power BI / Looker Studio template delivered at go-live
Advanced Reporting Re-created
Replicate every 'QBAR' template you rely on with 200+ reports migrated & scheduled automatically
The Transformation Story
See the dramatic difference between struggling with QuickBooks Desktop vs. thriving with our automated migration solution
Manual VLOOKUP Nightmare
Spending 2.5 hours daily wrestling with Excel formulas to calculate project margins
Margin Blindness
"Is Phase X profitable?" becomes a guessing game with no real-time visibility
Pricing Guesswork
Bidding on new projects without knowing which services are actually profitable
QBD Security Risk
Running on unsupported software with no security updates since May 2025
💰 ROI Calculator: See Your Savings
6 Steps | 14 Days | 0 Surprises
Battle-tested workflow that moves every transaction from QuickBooks Desktop to the cloud—without a single penny out of place.
01 Extract
We pull a read-only clone of your entire QBW file, protected with bank-level AES-256 encryption.
02 Preserve
Dual checksums + custom-field parity report prove 100% of your data is accounted for *before* we touch a mapping table.
03 Map
Accounts, classes, items, phase codes, and fully-burdened payroll all auto-translated to the target QBO/ERP structure.
04 Validate
Side-by-side Balance Sheet, P&L, and Job-Margin drilldowns; we don't move on until every subtotal and sub-task cost code matches.
05 Train
Live 2-hour hands-on workshop, SOP library, and bite-size video refs so staff hit the ground running on Monday.
06 Go-Live
Switch flips Friday night, < 4 h downtime, and you're invoicing in QBO by Monday morning—backed by our Zero-Data-Loss Guarantee.
Total Timeline: 1-2 weeks
"DIY tools stall, mis-map, and leave you fixing errors for weeks.
We shoulder the complexity so you stay focused on billable work."
Risk-Free Migration Guarantee
We're so confident in our process, we guarantee your success—or you don't pay
100% Data Preservation Guarantee
If any historical transaction is missing or out-of-balance after migration, we fix it free—within 48 hours—or refund 100% of your fee.
100% Data Preservation
If any historical transaction is missing or out-of-balance after migration, we fix it free—within 48 hours—or refund 100% of your fee.
< 4 Hour Downtime
Weekend cut-over process ensures minimal business disruption. If we exceed 4 hours, you get a full refund plus $500 credit.
SOC 2 Security
Bank-level encryption, secure file transfer, and NDA protection. Your data never leaves our secure environment.
Certified & Trusted
Simple pricing for advanced people
Our pricing is designed for professional services firms who need more features and more flexibility. No hidden fees, no custom quotes.
Growth
All-History
- Everything in Starter
- Complete historical data
- Custom field mapping
- Advanced reporting setup
- Priority support for 60 days
Best for
15-50 staff consultancy
Performance
Payroll+Classes
- Everything in Growth
- Payroll data migration
- Class & location tracking
- Job costing setup
- Custom dashboard creation
Best for
50-150 staff, job-costing
Enterprise
Multi-Entity
- Everything in Performance
- Multi-company consolidation
- Advanced integrations
- Dedicated project manager
- White-glove service
Best for
PE-backed roll-ups, global offices
Optional Add-Ons
Why Our Pricing Works
Client Success Stories
Real results from professional services firms who made the switch
" “Recovered 14% margin visibility in week 1. We finally know which phases are profitable and can price future projects with confidence.”"
Digital Agency
NYC • 45 employees
" “Ditched 17 Excel trackers overnight. Our project managers now have real-time burn rates and can course-correct before phases go over budget.”"
Engineering Firm
Seattle • 85 employees
"Migration was seamless. Zero downtime during our busy season. The automated reporting saved our accounting team 15 hours per week."
Law Firm
Chicago • 120 employees
"The phase-level profitability tracking is a game-changer. We identified our most profitable service lines and doubled down on them."
Marketing Agency
Austin • 35 employees
Proven Track Record
Watch: Engineering PM on Ditching 17 Excel Trackers
"The real-time project profitability dashboard changed everything. We went from guessing margins to knowing exactly where we stand on every phase."
Frequently Asked Questions
Everything you need to know about our QuickBooks migration process
Still Have Questions?
Schedule a 15-minute call to discuss your specific migration needs. No sales pressure—just expert guidance.
Stop Guessing Your Margins— Start Scaling Them
Reserve your migration slot before the QBD deadline rush. 15-minute margin audit, no sales pressure.
100% Data Guarantee
Zero data loss or full refund
Weekend Cut-over
< 4 hours downtime guaranteed
Real-time Margins
Phase-level profitability tracking