One of the most frequently asked questions that we at Eazy get from our clients is this, “The on-boarding process seems difficult. What if I have data and files from another accounting programme?”
When we called ourselves “Eazy”, we really meant it. We’re here to make your lives easier, and the on-boarding process is just part of it. Here’s how the Eazy on-boarding process works in 5 simple steps:
First, we meet up with you to understand the business and accounting needs. This helps us familiarize with the business and the areas where we are able to help best.
Then, we recommend the best plan for you. This takes into account the nature of your business, invoice volume amongst other factors. You can sign up for the plans here.
After signing up with Eazy, our Xero-certified advisor will contact you for on-boarding process. Processes such as how to reference documents against bank statements and the setting-up of your Xero Chart of accounts. Also, depending on type of plan chosen, your advisor will be planning accounting reports accordingly as well. Don’t worry, we’ve got you completely covered on this one.
If using another software, your advisor will assist transfer from that software to Xero. If you are a current Xero User, your advisor will be given access rights to your account to better assist you.
Lastly, based on your plan, your advisor will be available through booking with your Eazy account for follow-ups at various frequencies. For Eazy Lite, your advisor will do a quarterly follow-up from the time your signed up. For Eazy Flex and Eazy Game Changer, your advisor will follow up with you on a monthly basis.
And there you have it! The on-boarding process for Eazy. A lot less complicated than what you expected right? We thought so too – when we say we’ve got your back, we mean it!