SUCCESSFULLY FORGING A PATH TO XERO FOR ACCOUNTING PRACTICES.
35 of the AFR top 100 Accounting Firms have engaged with FGS Advisory.
Xero makes powerful software for accounting firms and small businesses. FGS puts the Xero platform & Other Apps to work in your practice.
Our Services.
Strategy and Detailed Process Review
FGS will expertly review your systems, processes to map out your pathway to the xero platform.
We answer these questions for you
- What does my practice look like at the end?
- How will this implementation process deliver a better experience for my team and for our clients?
- How long will the whole project take?
- How does the change fit within our strategic plan?
Consultative and collaborative approach to implementation:
We work with you and your strategy and what’s best for your business to achieve the best change outcome.
Our approach is time-tested and proven to yield the most successful change
Xero Practice Manager
- Project management and planning
- Configuration (templates, reports, access, privileges)
- Client Database Migration
- WIP & Debtors (Detail or Summary)
- Training
- Go Live and Post Implementation Support
FYI Document Management
- Project management and planning
- Configuration
- Document migration
- Training
- Go Live & Post Implementation Support
Xero Ledger Conversions
- Bulk conversions of Sage, IRIS, CaseWare, iFirm & others
- Proprietary conversion tools designed to migrate at scale
- Xero Report code mapping completed for you, for any conversions with a standard chart of accounts
- Multiple years of comparatives and assets (Tax & book)
Xero Report Templates
FGS’ SPFR Report Templates setup for your practice and customised to suit how you want to prepare financials for clients
- Critical training for your team on how to setup and use Xero’s financial reporting (2 hrs standard)
- Go Live Support
- Your answer to getting setup and running quickly with Xero Reporting
Other EcoSystem Apps
In addition to the core, we work with a variety of other software providers & partners as your requirements dictate including:
- Electronic Signing
- Payment Services
- Efficiency & productivity tools
- PowerBI Reporting
- Consolidations
XPM & Documents
We can do both or just one.
Configuration, data conversion
Clients Data
WIP
Debtors
Documents
Training and Support (online or onsite)
Optimisation – post implemenation improvements
With report code mapping
We migrate Ledger Data
MIGRATED DATA FOR
18,340
Report Templates
For firms who just ‘want it done’
Quick, easy and low-cost service
We set up our report templates in your practice
We customise them the way your business wants them
We train your teams how to use them
We provide ongoing support to ensure your teams stay up to date with the new process