Finding the right process to maximise your benefits and minimise the effort
The most important thing when moving to cloud accounting is getting the set-up right, so at Stubbs Parkin, we’ve built critical steps into our onboarding process to make sure it gets done the correct way.
Why is the set-up so important? Because it makes it easier for you!
Our goal is to train the software and automate as many of the processes as we can, so you need to do as little as possible. Furthermore, we’ll introduce you to Your Ideal System…
Which type of Onboarding is right for you?
We understand that each of you are in a different phase of your business and for this reason, we have three types of onboarding options for three different types of clients.
If you are new to bookkeeping, our setup process is focused on helping you set-up a system that fits your business, will adapt with your growth and help you succeed in your business.
Perfect for someone who keeps the bookkeeping, in Excel / Quickbooks or Sage and only gets around to it when they have to.
If your accounting software is a vital part of your daily business functions, you will need a fully managed conversion, timed just right to ensure that everything is in place so you can change over from one system to the other as painlessly as possible.
Our onboarding process is designed carefully to ensure it is tailored to your business, suited to your needs, thorough and gentle enough to minimise your efforts. Typically, this takes 30 days to fully set up, 60 days until it’s ready to use and 90 days until reporting is available and ready to use. All 3 onboarding options follow a similar process but differ slightly depending on what type of onboarding you require.
Interested? Let’s chat!
If you’d like to have an initial chat with us about getting your cloud accounting system set-up, we can explain the benefits, talk you through how the process would look for you and tell you how much it would cost, depending on which onboarding option you need.
We also provide our onboarding services to any business, so you don’t have to move Accountants to benefit from our expertise in cloud accounting!