How to move your accounting firm to the cloud

Start by gaining insights into your customer base


This post is for accounting firms who are looking to move to the cloud but are not sure where to start. 

The thing about moving off an old system and onto a new cloud based one is, you really need to ask yourself:

  1. Where am I now
  2. Where do I want to go
  3. How will I get there
  4. Why am I going there

Once those questions are answered, then you can start the move.

This blog looks at point 1 

"Where am I now"

Get some data into you

Data, data, data.

It used to be a boring word.

Now, let's face it.

Data is sexy.

However, quality prevails over quantity..............sound familiar?

So how do you get some good data for your customer base?

What is your platform?

Maybe you already have a good CRM? 

Does it have custom fields?

Can you run some reports that show you things like:

  • The list of clients in a fee bracket of say $2,000 to $5,000
  • How many trusts / companies / SMSF you have
  • Who you lodge BAS for
  • Who is on Xero, MYOB or QBO?
  • Who has payroll
  • Who turns over more than $2,000,000 per year

The list goes on.....................so can your CRM get that data?

If yes, GREAT

If no, take a look at the video below and you can see a nice simple way to figure out where you are and where you can go.

I have seen quite a few firms over the years and I found that using a simple tool in google sheets / excel, you can collate and analyse data and get some great insights into your existing customer database.

Get in touch

There you go, some good tips on using data to get yourself started.

If you need some help, get in touch!


Donnie Buchanan

0424 554 171



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