Set clients up for success in the new year
The financial year end, when you’ve got your clients’ finances in order, is the best time to start thinking about switching them to Xero and cloud accounting. Once you’ve closed off your clients’ books for the year, it’s easier to prepare the old data for transition into the new accounting software without doubling your workload.
It’s best to have an early conversation with your clients about switching, so you have enough time to set up Xero for them. Changing accounting software can seem like a daunting task, but we’re here to help.
Move your practice and clients to Xero in 3 simple steps
Build a paperless practice in the new year
The cloud is the future - when you move to service 100% of your clients on the cloud, your practice enjoys the productivity-boosting benefits which help you and your clients to thrive in the long-term.
Modern accounting firms using cloud accounting software are seeing an increase in revenue, better flexibility and easier collaboration with their clients. You can unlock greater efficiency once all your clients are up and running in the cloud, but you'll need to get there first.
If you’re servicing clients on different accounting systems, you may be losing efficiencies that you’d have if they were all on the same system – for example, getting an overview of all your clients’ latest financial positions. Here are some tips on developing a strategy to move your remaining clients to the cloud.
Hear from a Xero partner who started an accounting practice that exclusively offered online accounting. In just two years, her practice has gone from zero to 65 clients simply by surfing the cloud accounting wave. Read on for some learning points on why cloud clients are the best for a firm’s growth.
Adapting your approach to different clients
By grouping your clients based on their acceptance of new technology, you can approach the topic differently with them. These resources will help you to plan, have conversations with clients, and help them understand how cloud accounting is beneficial in the long term.
Understand how your clients feel towards cloud technology and classify them based on their appetite for new technologies. The criteria include their business profile, existing tech usage, and the industry they’re in. We recommend you start with the more progressive ones so you can share these success stories with those clients who are more resistant to change.
This comprehensive guide outlines some of the problems of using traditional accounting software, and the benefits of moving to the cloud. It also comes with tips and recommendations to help your clients adopt the cloud more efficiently.
It’s essential to communicate clearly and effectively to your clients why they should move to cloud accounting and what to expect when they are transitioning to Xero. This email template is designed to help you promote your service as a Xero certified advisor to your small business clients and inform them of the benefits they can gain out of being on the cloud.
Pitching your firm and cloud accounting to existing clients or client prospects is a key skill and it’s all about making an impression. So how do you polish your accounting elevator pitch to ensure you're in with a good chance? Here are some practical tips to follow.
Help your clients discover why so many businesses from all over the world choose Xero. With intuitive and user friendly features, Xero helps businesses get paid faster, reduces data entry and gives time back in your day to spend on what matters. Here at Xero, our goal is to help businesses and accounting practices grow and thrive.
Explore marketing materials produced by Xero that will come in handy at your clients’ meetings or events, including presentation deck and brochures, to promote the power of cloud accounting.
Many small businesses and accounting practices in Asia have benefited from the switch to cloud accounting. Share these success stories with your clients and help them understand why over 2 million subscribers globally love using Xero’s cloud accounting software.
Building a smooth transition plan to migrate your clients
It’s important for your practice to be prepared for moving clients to a new accounting software so your clients can depend on you. Here are some resources to help you get started on building suitable transition plans for different clients and don’t forget to tap on Xero tools to migrate your clients easier and more effectively.
Understand what checks need to be completed before converting clients to Xero. Find out how to prepare client data for importing and post-conversion checks that are recommended.
Take this online course and, in less than an hour, you’ll learn how to use the Xero conversion toolbox, the benefits of using it, how to export data from a client’s previous accounting software and how to import it into Xero.
Let MMC Convert handle the conversion for you when your clients switch to Xero from other accounting software such as MYOB, Quickbooks (desktop and online) or Excel. From now till 31 March 2021, convert single currency files, including chart of accounts and opening conversion balances, to Xero at no cost.
Since every client relationship is different, you’ve got the option to have clients hold the Xero subscription, or your practice can hold the subscription on their behalf. Check out this guide to understand who’s best to be paying for the Xero subscription when your clients come onboard.
Helping your clients succeed on Xero
Once you have successfully migrated your clients to Xero, help them get started so they can maximise the value they get out of Xero.
Help your clients navigate through Xero
Your clients may be new to Xero and would love to gain some Xero knowledge. Here are 12 key features for them to be familiar with that will help them manage their finances more easily than ever.Understand the basics
Bite-sized videos for your client’s first time tasks in Xero
Watch a series of bite-sized videos that are created to help small businesses get through some of their first time tasks in Xero, including uploading a file in Xero and creating an online invoice or bill.Watch videos
Recommend apps to further automate your client’s workflow
Xero is integrated with over 800 apps that serve business functions including payroll and inventory. Recommend the right suite of apps to your clients with our series of app playbooks relevant for the different industries.Read app playbooks
Make the most of the Xero partner programme
As a Xero partner, we have tools and resources to support you and make your practice even more successful. Don’t forget your entitlements as a Xero partner that will help your practice gain wider exposure and more potential clients for this financial year-end.
Manage all your client’s information, jobs and staff activities on Xero HQ.
Earn acknowledgement as a Xero certified advisor and use Xero partner badges to promote your practice.
Receive support from your dedicated account manager and access firm-wide partner consulting services.
Generate more leads for your practice by listing your practice on the Xero advisor directory once you’re a bronze partner.
Attain silver partner status level and above, and gain access to up to US$5,000 per year to market Xero and your practice.