Our team begins implementation with a comprehensive review of your current processes to help create a personalized plan for your transition to Xero.
Our partner consultants will help you master the Xero practice suite including Xero, Xero Practice Manager (XPM), and Report Templates.
Our partner consultants can help bring your team up to speed. They provide guidance, content, and support to help you run successful Xero staff training sessions.
From start to finish, our partner consultant team is ready to take you on your new Xero journey.
Here’s just a taste of how that might look.
Need help sorting through your practice requirements? We can help with a scoping session. This looks closely at your day-to-day workings, workflows, and mentality. Together with a partner consultant, you’ll gain an understanding of what’s a good fit.
Bringing across data from your old platform to Xero can be tricky. But not to worry, we can help with that. From pre-conversion to post-conversion, we’ll help you understand what options you have to make your transition as seamless as possible. Please check our conversions page for additional information on how to move your client's data to Xero.
Need help explaining to your staff why you switched to Xero? We’ll assist you in explaining why the switch is happening and the benefits. Along the way, it’s important to catch up on what’s working, identify areas of improvement, and create an open feedback environment from your staff.
Rolling out your changes in a staged approach is something we recommend. That’s because flipping your practice all at once can be overwhelming. Our PC team can work with you to plan this out around your requirements and set out a distinct project plan.
Getting the team involved in the early stages makes the implementation plan easier to execute, and planning it in advance is key to ensure your practice isn’t rushed along the way.
Post implementation, you can expect to gain efficiencies in your workflows and your partner consultant will be available for additional guidence if you need it.
"Get your Migration Certification to help with thinking about realistic timelines and workflow coordination for a successful implementation."
— Amanda Miller, Canada West
"Make staff feel part of the process - empower key team members in decision making, seek feedback regularly, order lunch for the office and watch online training sessions as a group."
— Avinash Dutt, Canada East
"Define what successful Implementation looks like, so you are able to assess your return on investment."
— Doosuur Hagher
"Ensure you keep in touch with us, we are here to continue to support what success looks like for your practice."
— Katherine Hawkins, Canada West
"Be vocal. Let your team ask questions so that you are able to overcome any reservations as soon as possible and start seeing how the change can help them."
— Sam Sharma
"Streamline your practice workflows by utilizing our powerful customizable reports to create sets of reports within your practice that you can use with all of your Xero clients and make client specific edits as needed."
— Kerry Woods-Samuels, Manager Canada East/West