> Accounting System Implementation & Integration

Accounting System Implementation & Integration

Migrations That Land. Integrations That Hold.

New software rollouts, platform migrations, chart of accounts redesign, and app integrations across QuickBooks, Xero, NetSuite, Sage Intacct, Bill.com, Gusto, A2X, Stripe, and more — scoped, sequenced, and shipped by a team that has done it dozens of times before.

Migration and integration work delivered for CPA firms, growing businesses, and multi-entity groups.

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Positioning

A software migration shouldn't break the close.

Most failed accounting implementations don’t fail because the software is bad. They fail because the chart of accounts wasn’t redesigned, historical data wasn’t mapped cleanly, integrations weren’t tested before cutover, and nobody owned the project after the go-live call.

The result is six months of broken reports, manual workarounds, and a CFO asking why the new system is worse than the old one.

PASglobexa runs implementations the way they should be run — with a scoped plan, a clean data migration, integrations tested before go-live, and a parallel-run period so nothing breaks the close.

What We Handle

Implementations handled end-to-end. From scoping to stabilization.

New Software Rollouts

Fresh implementations of QuickBooks Online, Xero, NetSuite, Sage Intacct, or Zoho Books for businesses upgrading from spreadsheets or starter platforms. Chart of accounts, opening balances, user permissions, workflows — set up correctly the first time.

Platform Migrations

Structured migrations between platforms: QuickBooks Desktop to QuickBooks Online, QuickBooks to Xero, Xero to NetSuite, NetSuite to Sage Intacct. Historical data mapped, transactions reconciled, beginning balances tied out.

Chart of Accounts Design

Industry-specific COA design that supports the reporting your CFO actually needs. Department, location, class, and project tracking structured so management reports come together without manual rework.

App Integrations

Bill.com, Gusto, ADP, Dext, A2X, Stripe, Shopify, Amazon, Square, HubSpot, Salesforce, Ramp, Brex — integrated, mapped, and tested. Sync rules documented. Failure scenarios handled.

Multi-Entity & Consolidation Setup

Configuration for multi-entity groups: intercompany eliminations, inter-company billing, consolidated reporting, foreign currency revaluation, and group-level chart standardization.

Data Migration & Cleanup

Historical transaction migration with mapping rules, customer and vendor de-duplication, item list cleanup, and tie-out of every period to the source system before sign-off.

User Training & Documentation

Role-based training for your team — AP clerk, controller, CFO. Written SOPs for the workflows that matter. Recorded walkthroughs you can hand to the next hire.

Post-Go-Live Stabilization

30 to 60 days of parallel running and hyper-care after cutover. We catch the issues that only show up in real-world use, before they break a close.
Tools & Platforms

The stacks we implement and integrate.

We hold active expertise across the major platforms — and the long tail of apps that plug into them.

Core accounting platforms:

QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, Sage Intacct, Zoho Books, Microsoft Dynamics 365 Business Central

AP automation:

Bill.com, Ramp, Brex, Stampli, MineralTree, Tipalti

Expense management:

Expensify, Concur, Ramp, Brex, Divvy

Payroll:

Gusto, ADP, Paychex, Rippling, Justworks

E-commerce & POS:

Shopify, Amazon, Stripe, Square, Clover, Lightspeed, WooCommerce

Data sync & integration:

A2X, Dext, Hubdoc, Zapier, native APIs

Reporting & BI:

Fathom, Spotlight Reporting, LiveFlow, Jirav, Power BI

If a tool isn’t on this list and you need it integrated, ask. We’ll tell you in the scope call whether it’s a clean integration or a custom build — before you sign anything.

For CPA Firms Running Client Implementations

Your firm sells implementation services but doesn’t want to staff an in-house implementation team year-round. We become the delivery arm — under your firm’s brand, against your engagement letters, working through your project management.

You sell. We implement. Your clients see your firm.

For Growing Businesses Migrating Systems

You’re outgrowing QuickBooks. Or migrating from spreadsheets. Or consolidating after an acquisition. The wrong implementation kills six months and creates reporting problems you’ll be fighting for years.

We run the project from scope through stabilization, so your team doesn’t have to drop everything to figure out NetSuite while also closing the month.

WHY PASGLOBEXA
Why implementations actually go live on time with us.

Our implementation team does this all day. They’re certified on the platforms, they’ve seen the edge cases, and they’ve recovered the failed migrations other vendors started.

Every engagement gets a written project plan with milestones, owners, and a cutover date. Weekly status. No vanishing for three weeks and reappearing with a half-built system.

Every migration is tied out — period balances, AR/AP aging, inventory valuations, retained earnings. If a number doesn’t match the source, it doesn’t go live.

On any migration with real history, we run parallel for at least one close cycle. You see what the new system reports vs. the old one. Discrepancies are resolved before the old system is retired.

You leave the implementation with written SOPs, workflow diagrams, and recorded training — not just a Slack message that says “call us if it breaks.”

How We Onboard
How an implementation runs, from first call to stable system.

Step 1 — Discovery & Scope (1–2 weeks)

Current-state workshop, requirements gathering, and a written scope with fixed pricing or a phased estimate. No retainer to scope.

Step 2 — Design (2–4 weeks)

Chart of accounts design, integration mapping, workflow definition, and user role configuration. Sign-off before any data is touched.

Step 3 — Build & Migrate (3–8 weeks, depending on complexity)

Sandbox build, data migration, integration setup, testing, and user acceptance. Mock cutover before real cutover.

Step 4 — Cutover & Stabilization (4–8 weeks)

Go-live, parallel run, training, and hyper-care. Daily check-ins for the first two weeks. Issues triaged and resolved before handoff to BAU.

FAQ
Common questions before firms and CFOs sign on.
We're moving from QuickBooks to NetSuite. How long does that take?

Most QBO-to-NetSuite migrations run 12–16 weeks from kickoff to stabilization, depending on entity count, history depth, and integration scope. Simple single-entity migrations can land in 8 weeks. Complex multi-entity consolidations take longer — we tell you in the scope call.

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Both options are on the table. Most clients move 2–3 years of full transaction history plus opening balances for older periods. Full lifetime history is possible but adds cost and time — we recommend based on your audit, tax, and reporting needs.

We handle integrations as part of the implementation scope. Bill.com, Gusto, A2X, Stripe, Shopify, Salesforce, Ramp, native APIs — all covered. If a custom build is needed, we tell you upfront.

Common situation. We do a pre-migration cleanup as a defined work package — reconciliations brought current, AR/AP aged out, COA cleaned up. You pay for cleanup separately so the migration scope stays predictable.

Training is part of every implementation. Role-based sessions for AP clerks, controllers, and CFOs. Written SOPs. Recorded walkthroughs. Plus 30–60 days of hyper-care after go-live where we’re on call for questions.

Implementations are scoped and quoted as fixed-fee projects whenever possible. Typical ranges: QBO setup from $5K. QuickBooks-to-Xero migration from $8K. NetSuite implementation from $25K. Multi-entity Sage Intacct rollouts from $50K. Final numbers come after scope.

Final CTA

Stop running the close on a system that's holding you back.

Book a discovery call. We’ll review what you have, what you need, and give you an honest read on scope, cost, and timeline — before you commit to anything.

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