BMI Exclusive | Bookkeeping Promotion
Offer Ends In:
00:00:00:00
Limited Offer Full Data Migration at Zero Cost

Seamless Bookkeeping Migration
Completely Free

✦  Plus: First Month Free with your annual bookkeeping agreement

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.

$0 Data Migration
1 Month Free Bookkeeping
10 Slots Total

What Your Monthly Bookkeeping Includes

01

Transaction Categorization

We import all bank statements and accurately categorize transactions based on your chart of accounts.

02

Bank & Credit Card Reconciliation

We reconcile accounts monthly to ensure your books always match your actual bank balances.

03

Sales Tax (GST/HST) Tracking

We record HST/GST to ensure your business records remain fully compliant and audit ready.

04

Accounts Receivable & Payable Tracking

Keep a clear, accurate watch on money coming into the business and money going out.

05

Monthly Financial Reporting

We prepare and deliver your core financial reports every month so you have a clear picture of performance.

06

Monthly Book Review & Accuracy Check

At the close of each month, we perform a rigorous review to ensure absolute data accuracy across your accounts.

Only 10 slots available. Migration capacity is strictly limited. Once filled, this offer closes. Secure your spot before it's gone.

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.

Standard migration services typically valued at ~$3,500 are included at no charge with this promotion.

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:

1
Chart of Accounts Setup We build and structure your foundational accounting categories.
2
Opening Balances We seamlessly import your opening balances, including Accounts Receivable and Accounts Payable.
3
Customer and Vendor Setup We handle core CRM connections and vendor creation, if applicable to your workflow.
4
Bank Feed Connection We securely connect your live banking feeds to keep data synced automatically.

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.

What is not included in standard bookkeeping.

To keep the service focused and highly valuable, we maintain strict boundaries.

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.

Standard migration services typically valued at ~$3,500 are included at no charge with this promotion.
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