Resources
Migration Playbooks
Short field guides on the contract clauses and platform limits that decide whether a finance team stays where it is or moves. Each one names a document or a report you already own and can check in twenty minutes.
Checkable in twenty minutes · No vendor call required
Four Playbooks, More In Progress
Find the Escalator Before You Negotiate the Quote
A 6 percent discount erased by a 7 percent annual escalator, all three years priced out, and the three checks that change the answer.
Your Price Did Not Rise. Your Discount Expired.
Why a 20 percent introductory discount unwinds as a 25 percent increase, and the four things to do in the twenty minutes before you reply.
Export These Seven Things Before the Instance Goes Dark
Dimensions, allocation logic, statistical accounts and attached documents do not come out in a CSV, and the API dies with the contract.
Three Numbers That Tell You How Much Runway the File Has
The published QuickBooks Desktop list limits, what Condense Data actually fixes, and what the September 2024 US stop-sell changed.
Built To Be Checked, Not Believed
Each of these started as material we published to an audience of controllers and finance leaders, and the ones that became playbooks are the ones that measurably held attention rather than the ones we enjoyed writing.
The pattern is consistent. A piece works when it puts a specific number in front of you, points at a document or report you already own, and tells you the number you have been defending is not the number that matters. It does not work when it tells you to pay closer attention. The first is news. The second is advice.
Where a playbook prices something out, the figures are labelled worked examples chosen to make the arithmetic legible, not client engagements. Named client work is published separately as case studies.
Bring the Document. We Will Do the Arithmetic With You.
A renewal quote, an order form, a file size, an export. We tell you what it means and what it costs, whether or not a migration is the answer.
No obligation.
Need hands rather than answers? See offshore accounting teams.