Data extraction and switching costs clients don’t think about
Data is one of the least understood parts of system change. Many clients assume it’s a simple export and import process.
The pain comes when they realise extraction can be expensive, time-sensitive, and sometimes non-refundable. By that point, money has already been spent and options have narrowed.
Slowing the process down early and asking what happens if the decision pauses halfway through can surface this risk before it becomes a problem. That conversation alone can save clients significant cost and stress.
The promise is protection. When accountants help clients understand data risk upfront, they prevent avoidable surprises and keep control in the right places. This video unpacks what to watch for.
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