Accountants - Yes! we are available to service your client's bookkeeping needs
We understand that making the switch from Reckon to Xero can be a bit overwhelming, but we’ve got your back!
The thought of data loss, potential inaccuracies, and the hassle of learning a new system can make anyone nervous.
But don’t worry—we’re here to ensure a smooth and secure transition.
We know how important it is for small business owners to have clear, accurate, and accessible financial information.
That’s why we specialise in ensuring a smooth conversion from Reckon to Xero, so you can enjoy enhanced financial visibility and control.
Plus, our packages offer either Xero training and support for businesses who are going to be handling their own bookkeeper or a customised bookkeeping service if you are looking to reclaim your time and focus on growing your business.
Schedule a free consultation online today to learn more about how we can help you make a successful transition.
Switching from Reckon to Xero on your own can lead to headaches like data loss, incorrect setups, and inefficiencies in your bookkeeping.
These issues can disrupt your business operations and leave you feeling frustrated and overwhelmed.
Without expert guidance, you might miss out on customisation options that make Xero work best for your unique needs.
Plus, handling post-migration challenges can be tough without the right support.
Our professional conversion service addresses these problems head-on, ensuring a seamless transition with accurate data migration and a setup tailored to your business needs.
Paired with our expert Xero training and support, you and your team will be fully equipped to utilise Xero to its fullest potential, ensuring a smooth and successful transition.
We begin with a free consultation to understand your specific needs and current Reckon setup.
This allows us to tailor our conversion plan to perfectly suit your business requirements.
We take the time to understand your business goals and how you use Reckon, ensuring that the transition to Xero will be smooth and customised to your workflow.
Sometimes we may recommend that you convert at year end, rather than mid-way through the year as this allows you to start a fresh accounting file and not bring across historical accounting issues. During this type of conversion (we call this a comparative balance conversion) we will still bring across important details such as customer and supplier details, payroll information including opening leave balances, product or item lists and tracking categories.
Our team carefully extracts your data from Reckon and prepares this data for conversion into your new Xero, removing any inconsistencies or errors to set a solid foundation for your new system.
This thorough clean-up process ensures that your financial data is accurate and ready for seamless integration with Xero, so you can start off on the right foot with your new bookkeeping platform.
We customise Xero to fit your unique business needs.
This includes setting up your chart of accounts, bank feeds, payroll, and customising invoices and other documents to match your brand.
Our team ensures that Xero is optimised for your specific business processes, making it easier for you to manage your finances and gain valuable insights.
By tailoring Xero’s settings, we help you maximise the benefits of the platform, enhancing your bookkeeping efficiency and accuracy.
We provide comprehensive training for you and your team to help you get the most out of Xero. Not only will you get access to 2 hours of one-on-one training with one of our Xero experts, but you’ll also receive 2 months of access to our Xero Online Training + Support platform. This platform offers training videos and direct support to ensure you and your team are fully equipped to navigate and utilise Xero efficiently.
We also offer ongoing bookkeeping services for those who don’t want to handle this business function themselves, to ensure your financial information remains in top shape. Or for those doing their own bookkeeping but needing a reliable bookkeeper to handle their Activity Statement preparation and lodgement and other compliance matters, we can create a customised ongoing package for you too.
You don’t need to be afraid to move from Reckon to Xero. The feedback we’ve received from clients we’ve assisted through this process is that “they wish they had moved to Xero years ago” and “the efficiencies they’ve gained by moving and being trained in the correct use of Xero have saved them hours per week”
Already on Xero but needing some extra training and support to make the most from the platform? Consider one of our training packages!
Move from your existing accounting software to Xero with minimal disruption to your business and while maintaining your key customer, supplier, payroll and other financial data.
Can’t stand the thought of doing your own bookkeeping? Let Heart Bookkeeping take away your bookkeeping pain by adding bookkeeping to your Xero migration package.
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