From Migration to Momentum: Building a Cloud and AI-Ready Firm
Most firms know the cloud move is coming. Fewer have a plan for sequencing it across a client book.
This session is about the mechanics rather than the case for change, organised jointly by Countable and Xero for firms weighing a move from QuickBooks Desktop, Sage, or a mix of platforms.
What we'll cover
Why is migration delayed?
What legacy workflows are costing firms today?
The real barriers to transition for CPA Firms?
Five migration myths
Client segmentation and platform-fit lens
How have firms run this in practice?
Xero, Countable and Luka workflow view
Q/A and next steps discussion
What you'll leave with
An honest read on where your team's hours go, what comparable firms have changed, and a direct line to the Xero and Countable teams if you want to take it further.