Transfer Accounts from Crunch to Xero accounting
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Post a project like this579
£400(approx. $502)
- Posted:
- Proposals: 20
- Remote
- #3682603
- OPPORTUNITY
- PRE-FUNDED
- Awarded
126031537562737855376781418776430727039001679659865423795880152560158049233724251835
Description
Experience Level: Expert
Estimated project duration: Setup to be by 1st Oct 22, but will have yearly reviews plus ability to ask questions ongoing (adhoc)
Hello
Having grown tired of Crunch accounting (crunch.co.uk), mostly as I find its not flexable to my needs, lack of multi-currency and lack of client service from them. I want to transfer everything over to Xero.
My issues is that I have a lot of data in Crunch that I do not want to lose. and it is mid company year at the moment. However a kep client of mine starts their new year on 1st Oct, and for me it would be great if I can be ready to go live on Xero on the 1st OCT 22.
After I switched I do not know what data is stored on the new xero thats ported across.
If you are interested in taking this project, I would be interested in having an accountant or book keeper (as its a small business) check the accounts once a year, but also be availble when I have questions, which is rare, I am a pretty hands on and low maintiance client.
Please feel free to ask questions
The company is LTD, VAT reg, 2 directors on payroll + 1 other.
NDA will need to be signed prior to starting.
---EDITS--
Sorry I made an error on the date in my project, it should have read 1st OCT (now edited)
--Extra points that may help--
To clarify for everyone, The company is only 2 and half years old,
i) the company only started March 2020, we have one years accounts submitted. (y/e 31/03/21) which was filed in Dec. we have y/e 31/03/22 entered in Crunch accounts but not signed off yet.
ii) Our latest VAT return period ended yesterday (31st Aug 22) and so I will submit this this month via Crunch. so 1st Sept (today) is the start of our new VAT periord.
iii) I am happy to do a fresh start in Xero (ie use opening balances), but I do need to have client invoices that are outstanding on the system ofcource.
iv) we use cash accounting for VAT. I am adviced by current account that as 50% plus of our sales are to US companies that we did not need to move to "normal vat accounting"
Whilst I am never going to be the biggest client in the world an accountant/bookkeeper has, I am looking for a keen longterm business relationship.
Regards
Darren
Having grown tired of Crunch accounting (crunch.co.uk), mostly as I find its not flexable to my needs, lack of multi-currency and lack of client service from them. I want to transfer everything over to Xero.
My issues is that I have a lot of data in Crunch that I do not want to lose. and it is mid company year at the moment. However a kep client of mine starts their new year on 1st Oct, and for me it would be great if I can be ready to go live on Xero on the 1st OCT 22.
After I switched I do not know what data is stored on the new xero thats ported across.
If you are interested in taking this project, I would be interested in having an accountant or book keeper (as its a small business) check the accounts once a year, but also be availble when I have questions, which is rare, I am a pretty hands on and low maintiance client.
Please feel free to ask questions
The company is LTD, VAT reg, 2 directors on payroll + 1 other.
NDA will need to be signed prior to starting.
---EDITS--
Sorry I made an error on the date in my project, it should have read 1st OCT (now edited)
--Extra points that may help--
To clarify for everyone, The company is only 2 and half years old,
i) the company only started March 2020, we have one years accounts submitted. (y/e 31/03/21) which was filed in Dec. we have y/e 31/03/22 entered in Crunch accounts but not signed off yet.
ii) Our latest VAT return period ended yesterday (31st Aug 22) and so I will submit this this month via Crunch. so 1st Sept (today) is the start of our new VAT periord.
iii) I am happy to do a fresh start in Xero (ie use opening balances), but I do need to have client invoices that are outstanding on the system ofcource.
iv) we use cash accounting for VAT. I am adviced by current account that as 50% plus of our sales are to US companies that we did not need to move to "normal vat accounting"
Whilst I am never going to be the biggest client in the world an accountant/bookkeeper has, I am looking for a keen longterm business relationship.
Regards
Darren
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