Seamless Bookkeeping Migration
Completely Free
Switching accounting platforms should not disrupt your operations or cost thousands in setup fees. Our team handles your complete data transition into Zoho Books at no charge, saving you the standard $3,500 migration cost. Partner with BMI for your annual bookkeeping to ensure a secure, highly accurate setup from day one.
What Your Monthly Bookkeeping Includes
Transaction Categorization
We import all bank statements and accurately categorize transactions based on your chart of accounts.
Bank & Credit Card Reconciliation
We reconcile accounts monthly to ensure your books always match your actual bank balances.
Sales Tax (GST/HST) Tracking
We record HST/GST to ensure your business records remain fully compliant and audit ready.
Accounts Receivable & Payable Tracking
Keep a clear, accurate watch on money coming into the business and money going out.
Monthly Financial Reporting
We prepare and deliver your core financial reports every month so you have a clear picture of performance.
Monthly Book Review & Accuracy Check
At the close of each month, we perform a rigorous review to ensure absolute data accuracy across your accounts.
The discovery session is free and takes about 30 minutes. No commitment required. We review your current setup, walk through the full scope of the migration and ongoing bookkeeping, and make sure everything is the right fit before anything is agreed upon.
How the Free Migration Works
When you join, our team handles the full setup and transition into Zoho Books so you start with clean, accurate books and zero disruption to your business. Here is everything included in the standard migration at no charge:
About the scope: The standard migration is designed for a clean, efficient go live, meaning we set your books up correctly from a defined start date rather than rebuilding years of historical records. This keeps the transition fast and accurate. If your situation requires additional work, such as importing historical transaction data, setting up inventory, or cleaning up an existing set of books, we assess that separately and provide a clear scope and cost before any work begins.
The following services are outside the scope of our standard bookkeeping offering:
- Creating or sending client invoices
- Daily tracking or follow up on overdue invoices
- Processing payments on your behalf
- GST/HST filing and remittances
- CRA correspondence, submissions, or compliance filings
- Year end accounting, tax preparation, or CPA level work
The discovery session is free and takes about 30 minutes. No commitment required. We review your current setup, walk through the full scope of the migration and ongoing bookkeeping, and make sure everything is the right fit before anything is agreed upon.