Successful migrations can be made easy with the help of an experienced cloud accounting specialist.
There’s not a singular method for migration. Each business must deal with a unique set of circumstances. The key is to understand your situation and identify a strategy that allows you to transition while causing the least amount of disturbance and down time.
An experienced cloud accounting specialist will be able to identify the correct approach for your business.
When you’re using in-house servers, you are forced to be physically present in the office or restricted to a specific computer to access files and tools. All of this goes away with the cloud.
Are you ready to start doing business on the road, at home or in the office?
Here are our (5) five tips on how to seamlessly hitch that ride to the cloud:
- Plan the perfect timeline for the migration: Planning the right time of year is critical. You no longer need to stick with a 1 July conversion or migration as historical transactions can be part of your migration process. Determine your own busy periods and avoid them. Ensure your key staff are not on leave as their involvement will be critical for a successful migration and on boarding process.
- Pick the right product by asking the right people: Don’t get caught out using the wrong software because your accountant suggested you use the product of their choice with little consideration for what is best for your business. Do yourself a favour and engage with a cloud accounting specialist that works with several accounting solutions not just one. They will be able to provide you with an unbiased recommendation on what will work best for your business. Bookkeepers are generally your best go to people as they are trained to work with different industry types and software. They tend to become your best resource in the cloud accounting space.
- Avoid hidden costs and fees: Make sure you clearly understand what you’re paying for. The value of the cloud is that it removes a great deal of costs — hardware, support, maintenance, downtime etc. Often, the biggest problems occur when companies don’t understand a contract or the deliverable’s.
- Always review deliverable’s: Be clear about the deliverable’s. Otherwise, you’ll hear this phrase: “That wasn’t included in our estimate. It’s extra.” Therefore, you must demand a fixed price contract and understand what’s not included in the contract is just as important as knowing what’s included.
- Don’t undervalue the cloud: Avoid getting hung up on license or monthly subscription fees. Focus on the value that the cloud will bring to your business. Your existing server based financial accounting software solution won’t seem so cheap if you calculate all the costs to maintain and upgrade the system. A cloud accounting system includes all your updates, payroll tax rates, enhancements, tech support, real time numbers and real time collaboration with your accountant & bookkeeper.
If you are thinking about hitching a ride to the cloud or want to know more then contact one of our cloud accounting specialist on 1300 884 722 or email me directly at firstname.lastname@example.org – we would love to chat with you!