Software that supports the books instead of disrupting them.

Hata Advising helps contractors and manufacturers set up, integrate, and migrate the systems that feed their accounting. The work connects operational workflows to the ledger so customers, items, job costs, revenue, deposits, and opening balances move cleanly from one system to the next.

Platforms include ServiceTitan, Housecall Pro, Jobber, FieldEdge, Service Fusion, NetSuite, Sage Intacct, Sage 100 & 300, QuickBooks Online, and QuickBooks Desktop.

CPA reviewing a system migration plan with a contractor in a job site office

How It Fits the Engagement

The system changes. The accounting still has to work.

The software provider is responsible for the platform. Hata is responsible for how the platform affects the books. We work alongside the client team and implementation partner to define accounting requirements, make data decisions, test the workflow, and reconcile the results.

Hata serves on the client’s side of the table, bringing finance and accounting oversight from planning through the first clean month-end.

What the Service Covers

From a system checkup to a full platform move.

Workflow map, chart of accounts mapping, job costing and deposit reconciliation worksheets on a desk

  • Integration Health Checks

  • New System Setup Support

  • Chart of Accounts & Job Costing Alignment

  • Item & Account Mapping

  • Sync Configuration

  • Duplicate Record Review

  • Revenue Recognition Review

  • Data Cutoff Planning

  • Historical Data Decisions

  • Opening Balance Reconciliation

  • Parallel Close Support

  • Training & Written Handoff

For ERP projects, Hata can also support system selection, current-state discovery, item and BOM design, implementation partner management, testing, cutover planning, and go-live oversight.

What Clients Receive

A controlled cutover and books that tie.

  • Findings report and prioritized action list

  • Chart of accounts, item, and job costing map

  • Documented sync configuration and accounting workflows

  • Data cutoff plan and historical data decisions

  • Reconciled opening balances

  • Parallel close and go-live checklist

  • Training and written handoff

Each engagement is led by a CPA and coordinated with the client’s team and software partner.

Contractors and Manufacturers in Transition

One system change, one financial picture.

Home services companies outgrowing their first CRM, contractors moving between field service platforms, and manufacturers moving from QuickBooks to an ERP. These engagements are appropriate when the system change affects job costing, inventory, revenue recognition, customer balances, deposits, or the month-end close.

How Systems Engagements Run

Four steps from discovery to the first clean close.

Team reviewing a go-live checklist and system handoff binder during a parallel close

1. Discovery. We document the current systems, operational workflows, accounting structure, reports, and known problems.

2. Design and planning. We define the source of truth, account and item mapping, historical data approach, data cutoff, testing plan, and project responsibilities.

3. Testing and parallel close. The implementation partner configures the platform. Hata tests transaction paths, reconciles the outputs, and confirms the opening balances.

4. Cutover and handoff. We support go-live, complete the first clean close, document the final workflow, and train the office team.