Xero Migration and Conversion

Wanting to move from another accounting software to Xero? 

If you want to move from another accounting software to Xero, let us help. It’s not as complicated as you might think and you will unlock the potential in your business. All in just four steps.

Discovery

Evaluate

Migration

Post Implementation Training & Optimisation

To get started, we first we seek to understand your current accounting data file and just what you’re looking to get out of a new solution.

During evaluation we discuss options surrounding your existing systems, make recommendations about your setup and look at other apps that you could adopt.

Your Xero migration is customised for your situation, We ensure that your data file is ready for conversion and then action it to successfully bring in your data. 

Initial staff training on the basic functions are available online from the commencement of the migration along with access to a demo Xero file so you can get in some practice before going live.

As an optional extra, during the first week after migration we schedule in your training. And one month after migration we undertake a Health Check to ensure that everything is running smoothly and identify any areas for optimisation. 

All of our professional staff are Xero Certified Partners and our firm holds Xero Migration Specialist designation. We regularly undertake training and skills development so that you have confidence in the experience we bring to your business