This put up is authored by Fiona Beadsmoore, Companion Relationship Supervisor at Jet Convert. With greater than 10 years’ expertise within the accounting trade, Fiona understands find out how to make a conversion be just right for you. Fiona works with companions and companies, serving to them to attain operational efficiencies and enabling them to ship most worth to their clients. 

Change isn’t at all times simple. That is very true in terms of changing to new accounting expertise. Worries and questions abound. “Will it take an excessive amount of time?” “Will I lose knowledge?” “What about safety?” “Is it even well worth the headache?” 

Nonetheless, switching your accounting observe shoppers over to Xero doesn’t need to be difficult or time-consuming. In actual fact, with Jet Convert right here that will help you convert your shoppers to Xero, the method is painless. 

Realizing the worth of cloud accounting to higher serve their shoppers, EisnerAmper, the 17th largest accounting agency in the USA, first went by the Xero conversion course of years in the past, with the assistance of one other firm. Nonetheless, that didn’t go as easily as they hoped for his or her shoppers’ wants. So, they turned to Jet Convert to deal with shopper conversions greater than two years in the past.

“Once I began working at EisnerAmper, they’d already gone by an enormous conversion of a number of shoppers with one other conversion agency. And sadly it didn’t go nicely,” shares Chris Georgiou, Supervisor at EisnerAmper Cloud Accounting. “So we reached out to our contacts at Xero to allow them to know that we would have liked a greater conversion specialist provider to assist us, and Jet Convert was one of many names they supplied. We’ve carried out fairly a couple of conversions with Jet Convert so it is sensible – it’s simple, the worth is cheap, and the turnaround is nice.” 

Easy and easy conversion 

Purchasers anticipate the integrity of their knowledge to stay 100% correct all through a conversion. Understanding this, Georgiou acknowledges that he wants to make sure their shoppers obtained high-quality conversions to Xero that mirrored EisnerAmper’s requirements. 

Accountants and companions are busy constructing their shopper base and servicing them so don’t have the time to be slowed down with a clunky conversion of knowledge. They want a conversion associate who makes the method run easily whereas sustaining the accuracy their shoppers anticipate from EisnerAmper. 

“From the preliminary course of till the top, it’s a seamless course of. First, I add the file, after which I obtain updates all through the conversion,” says Georgiou. “It simply strikes alongside in a short time, after which I just like the post-conversion Motion Guidelines and Trial Steadiness report evaluating QuickBooks with Xero, displaying there isn’t any distinction. So that gives closure at my finish.” 

That is particularly vital when changing a number of years of historical past in the course of the conversion, permitting EisnerAmper to offer very important, historic data for his or her shoppers that may in any other case be buried, or worse but misplaced, in the course of the conversion. 

“The historical past import of a few years or extra is a good characteristic,” says Georgiou. “We inform our shoppers to not neglect the worth of getting the historical past only for comparability functions, particularly if operating stability sheets and earnings statements.” 

Accounting practices get a serving to hand with easy Xero conversion 

With Jet Convert, accounting practices get the good thing about have somebody available to easily handle the Xero conversion course of for them from starting to finish. This consists of:

  • Pre-conversion suggestions earlier than importing your file, so that you get probably the most helpful outcomes out of Xero. 
  • An automated conversion of your knowledge to Xero utilizing our refined switch processes 
  • Intensive automated and handbook testing to make sure accuracy 
  • An Motion Guidelines offering evaluation of your knowledge and really helpful subsequent steps, together with system variations 

In the long run, conversions are important, particularly for accounting corporations that wish to go on the operational efficiencies and different advantages related to cloud accounting to their shoppers. Nonetheless, conserving that conversion course of cost-effective and easy takes the assistance of a conversion agency that automates the conversion course of. This frees accounting professionals to give attention to their job and their shoppers’ enterprise, not the expertise. 

“Jet Convert does the job. I’m not in search of one other conversion provider,” Georgiou concludes. “It simply works. I extremely advocate it to others.” 

Get began at present to learn the way Jet Convert can assist your agency convert to Xero with fewer complications.

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