At the end of this workshop you will be able to:
- state what you need to do to prepare and align your firm ready to adopt cloud-based accounting.
- state the elements of a successful project plan
- manage objections within your firm
- recommend the right Xero pricing plans to your clients
- recommend the right timing for migration and what data to convert
- advise on bank feeds and the preferred way for gathering client data
- advise on a Chart of Accounts strategy
- carry out post conversion checks
Join us for the Xero Migration Certification workshop. This workshop follows Xero's recommended approach to migrating large numbers of clients to Xero.
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