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System Setup & Support

 

We assist accounting practices with system setup from the planning stage to the final stages offering support along the journey.

More and more accounting firms are moving to the cloud – that’s because it offers better mobility and easier collaboration with clients. These are vital when you’re trying to build a successful practice that will thrive in the long term.

Most accounting professionals believe that the cloud is the future. However, there is no one transition process works for all. The process depends on the business of the practice, the stage where the practice is at, number of partners and staff etc.

This is a huge move that would assist you in saving cost in the long term and ensure your practice is future proofed. The migration process will be slightly different for each firm, but we’ll be there to guide you along the way.

 

We work with you to help setup and provide support for the following:

 

  • Xero Practice Manager (XPM)
  • Xero Accounting Software
  • Xero Tax
  • Xero Workpapers
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Looking for ad-hoc support? Feel free to book in a time with one of our Future Proof professionals:

BOOK HERE FOR 15-MINUTE SUPPORT
BOOK HERE FOR 30-MINUTE SUPPORT

Excellent video training, Neha knows her way around Xero and takes the time to get to the bottom of questions asked and even issues that arise with Xero during the session (we all have them). Many thanks, Neha

- JUSTIN TOMAS

Attended a webinar on Xero Tax Planning hosted by Neha from FPA. Excellent experience, well worth the time and money. I'd describe it as an efficient, practically oriented walkthrough on some ways to approach a common accounting activity, hosted by someone who is both a master of their trade, and passionate about the discipline. Well done - I'll be looking into your other offerings as well.

- QI WEALTH ACCOUNTING

Neha did an excellent online training for our accounting team on Workpapers in August 2021. She delivered the training in a clear, concise and friendly way. Her methodical way of presentation is very easy to understand and follow. We would highly recommend her to Xero training.

- JUDITH PIMENTEL

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