In this podcast I talk about the steps required in regards to migration to cloud accounting. Last week’s episode talked about how cloud accounting connects you more easily to your numbers. Likewise helping navigate your business present and future with ease.

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

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

Secondly the 3 stages to cloud migration, onboarding if you want, are covered, these stages are;

1: Preparation

Above all 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


2: Transferring

Likewise 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


3: Go live

In conclusion this 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


Pro Active Resolutions

The business crew- Here to help you!