Services
Conversions
Your Conversion Process
KNKBS will meet with you and your staff to ensure your new accounting system will meet all your business needs.
Conversion Plan
Together we will determine an optimal conversion plan and review timing.
Templates
We will update all platform templates that need to go out.
Integrations
We set up necessary integrations with third-party apps.
Financial History
We will create multiple years of financial history to allow you to run comparable financial statements.
Training
Once your system is setup, we will train your team on your new accounting system.
Types of Conversions
We have experience moving clients to and from the following platforms:
- Quicken®
- Excel
- QuickBooks®
- Shoebox (Nothing)
- ZohoBooks
- Off of a large ERP
Accounting System Training
Once your accounting platform is set up, we ensure you have all the tools and knowledge you need to confidently navigate and utilize your new system. Our training is tailored to your specific business needs, empowering you to operate with efficiency and ease.
Support When You Need It
No question is too small. Our goal is to get you feeling confident, able to navigate your software and get the answers you need. We can do anything from a one-time Q&A to regular, ongoing support – or just give us a call when you need an expert opinion.
Client Spotlight
When I reached out for bookkeeping help, I was overwhelmed. My accounts were a mess—bank and credit card statements hadn’t been reconciled in months, my balance sheets didn’t make sense, and I was behind on payroll and sales tax filings. On top of that, my chart of accounts was so disorganized that I couldn’t pull any meaningful financial reports. I felt like I was flying blind.
From our first conversation, I knew I was in good hands. The team started by tackling the backlog, reconciling all my accounts and ensuring every transaction was accounted for. They brought my payroll and sales tax filings up to date, helping me avoid late penalties. Then, they completely overhauled my chart of accounts, making it clear and easy to understand.
Once everything was cleaned up, they walked me through financial statements that finally made sense. For the first time, I could see exactly where my business stood and identify areas for growth.
Now, I feel confident in my numbers, and with their ongoing support, I never have to worry about falling behind again. They didn’t just clean up my books—they gave me peace of mind and a clear path forward.