▲ 3 r/Bookkeeping_Business+1 crossposts

Help for Firms who need to move to Xero

I have a bookkeeping firm that currently runs exclusively on QuickBooks Online. Although most of my clients are happy with the services and the app itself, it has become increasingly unaffordable. For a subset of my clients, I would like to move them to Xero but can only find documents and articles on "migrating" Of course learning the Xero ecosystem is priority #1, however I would be interested in companies that have done this at length (moving firms and their clients to Xero).

I would think this would be a value-add service if not doing the move themselves, at least offer training guides ($).

I know I'm not the only one looking for help in this area and know it would be a wise investment, because many of my colleagues with firms are asking the same thing. Some ask me because of my background with systems and supporting QBO for years, but I have since left those techy days behind.

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u/Doubl-Edg — 7 days ago
▲ 2 r/grants

I have spent a few years providing non-profit startup, structural and implementation for service-based non-profit organizations.

From concept to incorporation to filing 501c3 applications.

Also consulted on operations, including program design and implementation, volunteer management and a little fundraising and event planning.

I've in the last 5 years been working as and developing Full-charge bookkeeping business.

What I would like to do is gain grants that would enable me to provide bookkeeping services a significantly reduced and/or free for existing non-profits who may not have the resources to hire a bookkeeper, outside of volunteers or assignment to administrative staff who may or may not have the skills.

And for those who may need to keep the function in house, provide setup and training.

Does anyone know of any such grants ?

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u/Doubl-Edg — 4 months ago