Switching from a traditional desktop accounting system to a cloud-based platform can feel overwhelming. Whether you’re considering Xero, Sage, QuickBooks, or another cloud solution, the key is a structured, carefully planned conversion. At PM+M, we help businesses move their financial data and processes to the cloud efficiently, accurately, and with minimal disruption.
Why make the move to cloud accounting?
Cloud accounting offers businesses flexibility, real-time insights, and streamlined processes. Some key benefits include:
- Access anytime, anywhere: Your financial data is available wherever you are, on any device.
- Real-time reporting: Make decisions with up-to-date insights into your business performance.
- Automation: Streamline invoicing, reconciliations, and reporting to save time and reduce errors.
- Scalability: Easily adapt your accounting system as your business grows or evolves.
A move to the cloud is about more than just technology – it’s about improving your processes and empowering your team to work smarter.
How the conversion process works
Migrating your accounting system is about accuracy, continuity, and minimising disruption. The typical process is:
1. Scoping
We start by understanding your current system, processes, and business goals to ensure your migration meets your specific needs. This process redesigns your current system to ensure you get the most from the new software.
2. Data check and time line
Our team examines your historical data for completeness and accuracy, then provides a tailored time line of what will happen when.
3. Data restructuring
We optimise your financial data for your chosen cloud platform; this may include cleansing the data in the current software pre conversion. We may also suggest a different chart of accounts or using features such as tracking categories to ensure reporting is as powerful as possible.
4. Data migration
Your data is imported with precision, mapping accounts, invoices, and transactions to ensure continuity.
5. Reconciliation and verification
Once migrated, we run reports and checks to confirm everything balances correctly and aligns with your historical records.
6. System setup
We configure user roles, permissions, integrations, and automated workflows to get your cloud system fully operational.
7. Training and ongoing support
We provide tailored training and continuous support, so your team feels confident using the new platform from day one.
Making the move
Migrating from a traditional accounting system to the cloud doesn’t have to be complicated. With careful planning and expert guidance, you can transition smoothly to a cloud platform that fits your business, whether that’s Xero, Sage, QuickBooks, or another solution. The result? Faster processes, more accurate data, and the ability to make smarter, real-time decisions.
If you’re considering migrating your accounting system to the cloud, PM+M can help. Contact us at enquiries@pmm.co.uk to explore how a structured conversion can set your business up for long-term success.
