“There is no such thing as luck. Luck is when opportunity meets preparation. Ice T “

In this podcast I talk about the steps required to migrate to Cloud Accounting.  Last week’s episode talked about how Cloud Accounting connects you more easily to your numbers, navigating your business present & future with ease.

Your mobile phone can double up as part of your Cloud tool kit, it also is useful for making calls!

The 3 stages to Cloud Migration, Onboarding if you want, are covered, these stages are

Stage 1: Preparation

This involves

✅Agreeing on the applications to plug into

✅The people in your business to involve

✅The training and support required

✅What products, services and/or projects to track

✅The date to go ahead

✅The Cloud version that suits the business

 

Stage 2: Transferring

This is where the heavy lifting part is carried out.  It is the transferring & setting up what your business wants and needs, and covers

✅Existing financial info

✅Customer & supplier records

✅Bank accounts

✅Meaningful account headings

✅Information Display Dashboard

✅Sales invoices and quote templates

 

Stage 3: Go Live

All is ready for your new Numbers world to go live. Once that is done it’s all about moving forward

 

In This Episode

  • Knowing the stages involved in Cloud Migration, i.e. getting ready for Cloud Action
  • The part that your mobile phone plays in running your Cloud Systems
  • Using your Cloud Accounting system to help your business keep the cash wheels moving
  • Developing your own Numbers confidence and decisions
  • Take more control of your numbers to help make you money, survive and thrive

Links

https://podcasts.apple.com/podcast/proactiveresolutionss-podcast/id1500471288
https://play.google.com/music/m/I3pvpztpjvjw6yrw2kctmtyckam?t=I_Hate_Numbers
https://open.spotify.com/show/5lKjqgbYaxnIAoTeK0zins
https://www.stitcher.com/podcast/proactiveresolutionss-podcast
https://tunein.com/podcasts/Business–Economics-Podcasts/I-Hate-Numbers-p1298505/