Moving to a cloud-based accounting system is a game-changer for growing businesses. It enables business owners to have immediate access to real-time data, better automation, and scalable tools to support faster decision-making. However, without careful planning, the transition can quickly become a costly distraction – or worse, a risk to your financial data.
At PM+M, we’ve helped hundreds of businesses navigate this process successfully. Here’s our guide to getting it right first time.
1. Define your objectives
Before jumping into any migration, start by identifying why you’re moving to the cloud:
- Do you need better reporting visibility?
- Are you aiming to reduce manual processes?
- Is remote access now essential for your team?
Clear objectives will shape everything from platform selection to workflow design.
Businesses that skip this step often find themselves with technically functional systems that don’t truly fit their operations.
2. Map your current systems
A cloud conversion is more than just simply updating your systems. You’ll need to map out:
- Your existing chart of accounts
- Key workflows (e.g. invoicing, approvals, payroll)
- Integrations with tools like CRMs or inventory systems
- Historical data that must be preserved or archived
This stage is where many DIY conversions encounter issues. Even small mismatches between the old and new structure can cause significant downstream problems.
3. Choose the right platform
Every cloud system has its strengths – and no solution fits every business.
That’s why we take the time to understand your needs, processes, and goals before recommending a platform. Our expert cloud team tailors every system design to suit your requirements now – and in the future.
4. Implement training for your team
One of the biggest post-migration risks isn’t technical – it’s people. Many teams assume users will “just figure it out,” but this can lead to frustration, poor adoption, and a return to old processes.
We deliver tailored training and support to ensure your team is confident using the system to its full potential – and we’re always on hand for additional guidance.
Ready to get started?
Cloud accounting can transform your finance function – but only if it’s implemented, integrated, and adopted the right way.
If you’re planning a migration, or just exploring options, our cloud accounting specialists are here to help. Email enquiries@pmm.co.uk to speak with our team and discover how we can help revolutionise your finance function.
