How do I change to Xero?
Let us know that’s what you want to do and we’ll take you through the process in a logical, simple way. In summary:
- Together we’ll set a changeover date.
- We’ll set up your Xero account for you along with your bank feeds.
- We’ll show you how to use Xero.
- We’ll set you up to transfer your history if required.
- We’ll help you create your ledgers.
Changing to a new system will take a few weeks to get used to – but don’t worry. We’ll be there to help you.
We expect you to have questions such as ‘how do I …..’ or ‘where can I do….’ Xero is very intuitive and easy to use but we expect to help you master it.
If you want, you too can do the course and sit the exam, to become Xero qualified!
I use manual records.
Will I be able to cope?
Yes you will.
40% of people who join Xero do so from manual records or spreadsheets. You’re not alone. It’s not a problem.
Maybe you’ve outgrown manual records or you could never get your head round Sage.
You’ll be in for a treat.
In our experience people who go from manual records become the biggest Xero fans because of the efficiency savings, the ease of use and it’s so visually appealing.
Is it easy to change accountant?
You just need to sign a letter we prepare, and we do the rest. We’ll get all your data and get you up and running in no time. We have carefully drawn up systems to make sure no deadlines are missed on transfer. We can make this change easy and seamless at any time in your financial year. The sooner you decide, the sooner you’ll get the benefits of cloud based accounting.