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

1. Prepared for customers
of Futurebooks.
fF b k
As of August 2012.
MAKING THE
TRANSITION
TO XERO

2. ABOUT
FUTUREBOOKS

3. ACCOUNTING
IS A SERVICE
SERVICE,
NOT A
TRANSACTION
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4. FUTUREBOOKS
SERVICES
Sale of the
business
Bookkeeping, annual
p g,
financials and
company tax
Incorporation ,
I i
company secretary,
work passes
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5. LAUNCH YOUR
BIG IDEA
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6. TRANSITIONING
TO XERO

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. WE MAKE THE
TRANSITION SMOOTH
Futurebooks Client 85%
migrate accounts enabled on Xero
CTION VOLUME
E
Agency workload
Client workload
TRANSAC
Client
learning Client training
migration training enablement
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9. END GOAL
Don’t get
stuck here
migration enablement
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10. TIME FRAME
migration training enablement
MONTHS
0 ½ 2 12
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11. EXAMPLE
PROGRAMME
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
Quality
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12. XERO BRINGS
EVERYONE TOGETHER
auditor bookkeeper
Cost centres
analyst
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management

13. THREE
STAGES
IN DETAIL

14. 1. MIGRATION OF
ACCOUNTS
Setup chart of accounts
Migrate old transactions
g
Track and identify unknown transactions
Workflow improvement
Rescue report
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15. 2. XERO
TRAINING
Attend webinars
Online resources and support
pp
Face-to-face coaching
www.futurebooks.com.sg

16. 3. ACCOUNT
MAINTENANCE
Question and answer
Q
Quality assurance
y
Complete complex tasks
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y q p
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