Full Cloud Migration

White-Glove Cloud Migration - Fully Handled

Whether you're running on-premise servers or already in the cloud and ready for a better host, moving to a new IT solution is the part most firms dread. We engineered our process so it isn't. Cetrom runs a structured, phased migration in parallel with your live environment—doing the heavy lifting, coordinating with your current provider, and cutting over on a single weekend—so your team stays focused on clients and walks in Monday to a faster, more secure firm. 

How the Migration Runs - Four Phases - One Team

We will work closely with your team to complete the white-glove migration to the Cetrom Cloud that best fits your scheduling needs. We build our environment parallel to your current environment to avoid impacting your team's operations. Before the agreed-upon “go-live” date, we will provide access to and encourage several members of your team to “test drive” the Cetrom environment so that we can make any desired adjustments.

• 01 - BUILD: Data Migration & Build 

  • We build alongside your current environment - no disruption
  • Multi-stage transfer, coordinated with your current provider
  • Cetrom does 95% of the heavy lifting

• 02 - PREPARE: Pre-Go-Live Prep

  • Applications, data, and workflows validated before cutover
  • Live training sessions - not just documentation
  • Full tested, so day one holds no surprises

• 03 - CUTOVER: Go-live Weekend

  • Executed over a weekend to avoid downtime
  • Failover, validation, and a built-in testing buffer
  • Operational by Monday morning

• 04 - SUPPORT: Post-migration Support

  • Hands-on "triage support right after go-live
  • Your dedicated team stays with you
  • Ongoing guidance as your firm settles in

What firm leaders tell us

"I've been through a number of software conversions, and they never go well… this went well." Karin Teles — COO, DP&C

"We've gone through multiple mergers, and Cetrom's migration team handled it so smoothly I barely remember being involved." Jeff Wicker, CPA — Managing Partner, TSN

"Honestly, the biggest thing is that I don't have issues. Everything works. I don't have to worry about IT anymore. I wouldn't go back—ever." Rob Griffith, CPA/PFS — Partner, AGT CPA & Advisors

Addressing the real concerns

• The fear: Downtime → Your firm keeps running

  We build in parallel with your live environment, so there's no gap in access while we work. 

• The fear: Lost workdays → No billable hours sacrificed

  The cutover happens over a weekend—log off Friday, log in Monday, ready to go. 

• The fear: Being stuck → A safety net, in writing

  Our six-month guarantee lets you move forward without betting the firm on the decision. 

6-Month No-hassle Guarantee

Not 100% satisfied within six months? We'll switch you back—at no cost. That's our commitment to performance excellence.

Live, hands-on training

Once you're migrated, Cetrom provides real-time, hands-on virtual training for your entire staff, followed by a 30-day program of daily best practices, tips, and resources—so everyone is comfortable in the new environment from day one.

A dedicated Client Success Manager

You're assigned a dedicated Client Success Manager who knows your firm, contacts you proactively, and makes sure you get the most out of Cetrom.

Proactive communication

We keep your team informed throughout—updates, upgrades, cybersecurity threats, and IT best practices—because transparent communication is what makes the partnership work.

Always-on support

Once you've made the transition, our 24x7x365 support team is always there to assist via phone or email.

Read for a migration you don't have to manage? Let's talk

Contact Cetrom today to make a seamless move to the cloud.