Systems thinking. Written for the decision-makers.
Migration strategy, cleanup discipline, and cash flow clarity—explained for the finance leaders who have to make the call before the work begins.
Before you move a single file, do this thinking.
Desktop data that looks clean rarely survives migration without reshaping. The decisions made in the week before go-live determine reporting accuracy for the next three years.
This piece walks through the pre-migration audit framework Katrina applies on every engagement—chart of accounts, class structure, open transactions, and historical integrity.
Practical reads on migration and reporting.
Why cleanup is the prerequisite, not the afterthought.
The reporting outcomes your migration should unlock.
Mapping your chart of accounts for Online.
A completed migration is a means, not an end. Here is how to define the cash flow dashboards and KPI structures before migration begins, so they exist on day one.
Desktop account structures rarely translate one-to-one. This walkthrough covers the decisions that determine whether your Online reports make sense from the start.
Messy data migrates as messy data. Stabilizing your books before the move is what separates a clean handoff from a six-month reconciliation project.