We clean up, migrate, and implement accounting systems.

Baseline helps growing companies fix accounting, migrate to better software, and improve financial processes.

How it works

Step 1

Discovery call

We talk through what’s broken, what system you’re on, and where you’re trying to go. No pitch, no pressure — just a straight look at the problem and whether we’re the right fit.

Step 2

Project quote

You receive a clear quote with a defined scope, timeline, and finish line. No retainers, no hourly billing, no surprises mid-project. You know exactly what you’re getting before we start.

Step 3

Project delivery

We deliver in stages with checkpoints along the way. You always know where things stand, what’s been completed, and what comes next. The project ends when the outcome is delivered.

What we do

System migrations & implementation

For companies moving from an outdated accounting system to something better.

Common migrations include:

Who we help

Baseline helps growing companies that have outgrown their accounting setup.

This usually means:

System migration is coming, or one went badly

Moving from QuickBooks to Sage Intacct, NetSuite, or Xero is riskier than most companies expect. Data gets lost, balances don’t match, and teams end up with two broken systems instead of one working one. Baseline plans and runs the migration properly, or repairs a system move that already went sideways. You get a clean cutover with your historical data intact.

Your books are behind

When bookkeeping falls months behind, tax filings, loan applications, and decisions all get harder. Baseline catches up your books, reconciles every account, and gets your financials current again. We work through the backlog systematically so nothing gets missed. Once caught up, we help you stay there.

Balance sheet is messy

Unreconciled accounts, mismatched balances, and unclear categorization make a balance sheet impossible to trust. Baseline cleans up your chart of accounts, reconciles every line, and rebuilds your balance sheet so it reflects reality. This work often surfaces errors that have been hiding for months or years. You end up with numbers you can actually rely on.

Monthly reporting can't be trusted

If your P&L or cash flow reports don’t match what’s actually happening in the business, decisions get made on bad information. Baseline audits your reporting setup, fixes the underlying data issues, and rebuilds reports that reflect your real financial position. We identify exactly where the breakdown happened. You get reporting you can act on with confidence.

Finance team is buried in manual work

Manual data entry, spreadsheet reconciliations, and copy-paste reporting eat up hours your finance team could spend on higher-value work. Baseline builds automation into your accounting stack, whether that’s QuickBooks, Sage Intacct, or NetSuite, so repetitive tasks run themselves. We identify where the manual work is happening and fix the root cause. Your team gets time back.

Business needs better reporting by entity, location, or channel

As companies grow, single-entity reporting stops answering the questions leadership actually has. Baseline builds multi-dimensional reporting so you can see performance by entity, location, department, or channel without manual workarounds. This often means restructuring your chart of accounts or moving to a platform like Sage Intacct built for it. You get visibility that scales with the business.

Investors, lenders, auditors, or tax needs cleaner numbers

Due diligence, loan underwriting, and audits move faster when your books are clean and well-documented. Baseline prepares your financials so they hold up under outside scrutiny, whether that’s a lender, an investor, an auditor, or a buyer’s team. We close the gaps before someone else finds them. You walk into the process with confidence instead of surprises.

Supporting Private Equity Growth

For private equity firms and acquisitive companies, we help standardize accounting across new entities and migrate portfolio companies to Sage Intacct.

Cleaner systems. Faster integration. Reporting across the group.

Ready to fix your accounting foundation?

Project work only. Defined scope. Clear finish line. We only take on work we can deliver.