Clients We Worked with
Why Cloud Accounting?
Xero Certified
We are the certified gold champion partner of Xero. We have expertise in using Xero, we provide services Xero Migration, Xero Setup, Xero Training and ongoing support to clients
Migration Specialist
We have extensive knowledge of Xero Migration; its applications and we know the system in and out
Xero Specialist
We are Xero Certified Advisors and Xero Gold Champion Partners
Expert trainers
Our trainers have vast experience in Xero training. They have the skills and experience to train individual or businesses on effective and efficient use of Xero
Proven track Record
We have a proven track record of success and have received awards for our outstanding work
Quick Turnaround
We understand the importance of time and strive to provide quick turnaround times for all our migration services
Bespoke Migration
We carefully plan and execute the transfer of financial data, workflows and integration of Xero in the business. We ensure accuracy and completeness.
Add-on Specialist
We are also Xero Add-on Integration Specialists, enabling full automation across all your business platforms
Xero Charity Migration
Cloud Accounting specializes in Xero Charity Migration services, offering non-profits and charities a seamless transition to Xero’s advanced accounting platform. Our team of experts manages the entire migration process, ensuring precise transfer of your financial data with minimal disruption to your operations. We develop a tailored migration strategy, guarantee data integrity, provide expert guidance throughout the transition, minimize downtime, and offer post-migration support to ensure your success with Xero.
By choosing Cloud Accounting, you benefit from our specialized expertise in non-profit accounting and Xero’s capabilities, ensuring a migration tailored to your sector’s unique needs. We handle the technical complexities, allowing you to focus on your core mission while maximizing your return on investment through Xero’s user-friendly interface and powerful features. Don’t let outdated accounting systems hinder your ability to create positive change. Partner with Cloud Accounting to transform your financial management and optimize your non-profit’s operations.
Cloud Accounting Benefits for Your Charity with Xero
Xero’s cloud-based accounting solution offers significant advantages for non-profit organizations, revolutionizing financial management through accessibility and real-time data. Here’s how cloud accounting with Xero can benefit your charity
Real-time financial insights
Get up-to-the-minute cash flow information, enabling quick and informed decision-making
Seamless collaboration
Share financial data securely with board members, donors, and auditors, enhancing transparency and streamlining communication
Automatic updates
Benefit from the latest features and compliance updates without manual installations, ensuring your system is always current
Data security
Enjoy enterprise-level security measures and automatic backups, protecting your financial information in the cloud
Scalability
Easily adapt to your charity’s growth without the need for expensive hardware upgrades or complex software migrations
Integration capabilities
Connect with donor management systems and other cloud-based tools to create a comprehensive financial ecosystem
Financial Ecosystem
Reduce physical storage needs and environmental impact by digitizing financial records and processes
Cost-effectiveness
Eliminate the need for expensive on-premise servers and IT maintenance, reducing overall technology costs
By embracing Xero’s cloud accounting solution, your charity can streamline its financial processes, improve collaboration, and allocate more resources to its mission-driven activities.
Cloud Accounting Migration: Expert Support for Your Charity
Our comprehensive migration service simplifies your non-profit’s transition to Xero’s cloud accounting platform. Our experts guide you through the process, ensuring a smooth transfer from your current system to the cloud. We customize Xero to meet your charity’s unique needs, integrate essential third-party cloud add-ons, and provide tailored training for your team. Our service focuses on secure data transfer, scalability for future growth, and optimizing real-time collaboration.
By handling the technical aspects of your cloud transition, we enable your charity to quickly adapt to Xero’s platform, improving efficiency and allowing you to focus more on your mission. Whether you’re switching from QuickBooks, Sage, or other software, our expertise ensures a seamless move to cloud-based financial management. Let us manage your migration to cloud accounting, saving you valuable time and resources while positioning your organization for enhanced financial oversight and operational effectiveness.
Our Charity Migration Service Includes:
Configure Xero for your Not-for-Profit organisation
Seamlessly import your historical financial transactions
Customise charts of accounts for charity and non-profit organisations
Add donors, suppliers, and employees as contacts
Establish and configure bank accounts and bank rules
Setup multicurrency Bank Account and bank feeds
Handle your tax and financial settings, including GST/VAT/sales tax rate
Personalise your Xero dashboard for easy navigation
Configure Xero invoice settings and design
Review and set up payment gateway and direct debit apps
Add and manage users to give your team or accountant access to your Xero file
Setup customised reporting template for your charity
Reconcile wages, pension, and PAYE payments in the bank
Record and track petty cash payments
Reconcile bank transactions, transfers, and set up bank rules
Set up tracking categories to oversee funds
Generate profit and loss reports by funds
Maintain fixed assets register and calculate depreciation
Record monthly wages, PAYE, and pension journal postings
Connect and integrate essential third-party add-ons to Xero
Provide 4-hour Xero Charity Training for you and your staff
Zoom-based live support as well as email follow-up
How Xero Migration Works
Schedule a 30-minute call with our Xero Migration Experts to start your setup
In a 30-minute call, we will analyse your business needs and provide a tailored Xero migration plan and cost proposal
After accepting our proposal and providing details, migration will take from 3-5 hours up to 3-5 days (depending on conversion)
Get 4-hour Certified Xero Advisor training after full setup. Become your own Xero expert