However, that does mean cancelling your Sage subscription and losing access to your data. What do you do if you have an HMRC inspection looming? Or you may need to look something up from a few years ago in your accounts?
"Printing reports is one way to go!"
I would always recommend at the year-end keeping copies of the main financial reports (Profit and Loss, Balance Sheet and Trial Balance) and a copy in spreadsheet format of the Nominal Activity from Sage for each financial year as a backup.
So if moving to Xero you need to print the reports I suggested, but I can offer a service where I can load their data from their sage backup on my machine and access any reports they need on their behalf.
Or you could pay a subscription again for a short period in order to look at your old data. This is also relevant if you are closing your business, but need to keep your old accounts for the required legal period in case there is any comeback.
"If you are thinking you might need to move your accounting software then let me know!"
I can support and guide you through the process and also provide training in the new accounts package if it is needed. Learning Xero when you've been using Sage for years can seem hard at first, but like me, you will learn to love and embrace the new product.
There'll only be a few "I wish it did this!" moments, and I can help you with those too.
Until next time ...
Would you like to know more?
If anything I've written in this blog post resonates with you and you'd like to discover more, it may be a great idea to give me a call on 01604 217365 and let's see how I can help you.
Alison loves bookkeeping and supporting bookkeepers. She has been helping clients to be better bookkeepers in Sage 50 for over 24 years and has been Xero Accredited in accounts and payroll for a number of years too.
She specialises in a very unique hand-holding method of training, helping bookkeepers and business owners to use their accounts software as and when they need support in setting up and producing their invoices, reports and financial information.
Alison combines her role at Silicon Bullet with her Forever Living network marketing businesses and is often to be seen at business networking meetings as she likes to keep busy.
You know what they say: if you want something done well ask a busy person!
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