Prepared for customersof Futurebooks. fF      b kAs of August 2012.MAKING THETRANSITIONTO XERO
ABOUTFUTUREBOOKS
ACCOUNTINGIS A SERVICE     SERVICE,NOT ATRANSACTIONwww.futurebooks.com.sg
FUTUREBOOKSSERVICES                                                   Sale of the                                         ...
LAUNCH YOURBIG IDEAwww.futurebooks.com.sg
TRANSITIONINGTO XERO
THREE STAGES                   Migration. Rescue of the old                   transactions to Xero.                   Trai...
WE MAKE THE                     TRANSITION SMOOTH                                              Futurebooks        Client 8...
END GOAL                         Don’t get                         stuck here             migration                enablem...
TIME FRAME             migration            training       enablementMONTHS         0             ½                     2 ...
EXAMPLEPROGRAMME                         Scope                                            Frequency   Rescue              ...
XERO BRINGSEVERYONE TOGETHER auditor                              bookkeeper                                      Cost cen...
THREESTAGESIN DETAIL
1. MIGRATION OFACCOUNTS        Setup chart of accounts        Migrate old transactions          g        Track and identif...
2. XEROTRAINING        Attend webinars        Online resources and support                               pp        Face-to...
3. ACCOUNTMAINTENANCE        Question and answer        Q        Quality assurance              y        Complete complex ...
TERMS OF USERestrictions on Use of Contents                                    4. Any request to otherwise reproduce the C...
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Making the transition to Xero with Futurebooks

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Futurebooks are Bronze partners on Xero. We have helped over 20 small and large clients move from desktop-based accounting software to cloud-based applications like Xero.

Along the way we’ve developed a system to ensure a smooth transition.

The transition is divided into three stages:
Migration. Rescue old transactions to Xero.
Training. Face-to-face coaching on Xero.
Enablement. Minor Xero maintenance and assistance.

Find out more. Visit http://futurebooks.com.sg/blog/making-the-transition-to-xero/4760

Published in: Business, Economy & Finance
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Making the transition to Xero with Futurebooks

  1. 1. Prepared for customersof Futurebooks. fF b kAs of August 2012.MAKING THETRANSITIONTO XERO
  2. 2. ABOUTFUTUREBOOKS
  3. 3. ACCOUNTINGIS A SERVICE SERVICE,NOT ATRANSACTIONwww.futurebooks.com.sg
  4. 4. FUTUREBOOKSSERVICES Sale of the business Bookkeeping, annual p g, financials and company tax Incorporation , I i company secretary, work passeswww.futurebooks.com.sg
  5. 5. LAUNCH YOURBIG IDEAwww.futurebooks.com.sg
  6. 6. TRANSITIONINGTO XERO
  7. 7. THREE STAGES Migration. Rescue of the old transactions to Xero. Training. Face-to-face coaching g g on Xero. Enablement. Minor Xero maintenance and assistance.www.futurebooks.com.sg
  8. 8. WE MAKE THE TRANSITION SMOOTH Futurebooks Client 85% migrate accounts enabled on Xero CTION VOLUME E Agency workload Client workloadTRANSAC Client learning Client training migration training enablement www.futurebooks.com.sg
  9. 9. END GOAL Don’t get stuck here migration enablementwww.futurebooks.com.sg
  10. 10. TIME FRAME migration training enablementMONTHS 0 ½ 2 12 www.futurebooks.com.sg
  11. 11. EXAMPLEPROGRAMME Scope Frequency Rescue Client attends webinars while Agency 10 days process backlog. (one time) Training Client receives face-to-face training on Xero. 2 days (2 months) Maintenance Client in full control. 1 day - Question and answers - Complex computations (Payroll and GST) -Quality check Qualitywww.futurebooks.com.sg
  12. 12. XERO BRINGSEVERYONE TOGETHER auditor bookkeeper Cost centres analystwww.futurebooks.com.sg management
  13. 13. THREESTAGESIN DETAIL
  14. 14. 1. MIGRATION OFACCOUNTS Setup chart of accounts Migrate old transactions g Track and identify unknown transactions Workflow improvement Rescue reportwww.futurebooks.com.sg
  15. 15. 2. XEROTRAINING Attend webinars Online resources and support pp Face-to-face coachingwww.futurebooks.com.sg
  16. 16. 3. ACCOUNTMAINTENANCE Question and answer Q Quality assurance y Complete complex taskswww.futurebooks.com.sg
  17. 17. TERMS OF USERestrictions on Use of Contents 4. Any request to otherwise reproduce the Contents from this y q p1. Except as otherwise provided, the Contents of this Web Site for publication or commercial use should beDocument shall not be reproduced, republished, uploaded, addressed to: info@futurebooks.com.sg.posted, transmitted or otherwise distributed in any way, Disclaimer of Warranties and Liabilitywithout the prior permission of FUTUREBOOKS PTE LTD. To use 5. The Contents of this Document are provided on an “as is”any parts of the Contents of this Document, the user must seek basis without warranties of any kind. To the fullest extentpermission in writing, stating the c Contents for use; intent of permitted by law, FUTUREBOOKS PTE LTD does not warrantuse; manner of use; time frame of use and identity of the user. and hereby disclaims any warranty:FUTUREBOOKS PTE LTD reserves the right to refuse permission (a) as to the accuracy, correctness, reliability, timeliness, non-without declaring reason(s); and/or if information submitted by infringement, title, merchantability or fitness for any particularuser is deemed insufficient. purpose of the Contents of this Document;2. You may view, download and print the Contents if: (b) that the Contents available through this Document or any(a) the Contents are used for non-commercial or personal use functions associated therewith will be uninterrupted or error-only and will not be copied or posted on any network free, or that defects will be corrected or that this Documentcomputer or broadcast in any media, and media and the server is and will be free of all viruses and/or other(b) no alterations, additions or modifications of the Contents harmful elements.are made in any way 6. FUTUREBOOKS PTE LTD shall also not be liable for any(c) due acknowledgement is given to “FUTUREBOOKS PTE LTD” damage or loss of any kind caused as a result (direct or indirect)and citing the sources for the relevant data extracted. of the use of the Document, including but not limited to any3. Modification of any of the Contents or use of the Contents damage or loss suffered as a result of reliance on the Contentsfor any other purpose will be a violation of FUTUREBOOKS PTE y p p contained in or available from the Document.LTD ‘s copyright and other intellectual property rights.Graphics and images on this Document are protected bycopyright and may not be reproduced or appropriated in anymanner without written permission of FUTUREBOOKS PTE LTD. www.futurebooks.com.sg

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