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ACS Conversion: Tips & Tricks for Leading Firms through Change

Learn the best practices for converting from CSA to ACS, including what items to consider not converting and the next steps after conversion. Discover the recommended strategy for converting clients based on payroll, tax returns, and financial statements. Find out what aspects were not converted and the process for payroll and accounting. Get insights on training options and preparing for the inevitable transition from CSA to ACS.

danielbruce
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ACS Conversion: Tips & Tricks for Leading Firms through Change

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  1. Leading firms through the next generation of change™

  2. Q4 2012 Webinar ACS Conversion: What We Have Learned May 10, 2013

  3. Learning objectives • Learn Tips & Tricks for converting from CSA to ACS • Cover items you may want to consider not converting from CSA • Go through the next steps after conversion

  4. Our Conversion Process • Used CSA to Process Payroll and Do Financial Statements (no G/L, CBS, Engagement) • Began Conversion in 2012 • Finished Conversion Jan 2013 • Trained Staff – Now have Periodic Meetings to cover any questions/issues • Found the Conversion gave us the opportunity to setup items and set processes in a standard format

  5. Recommended Strategy For Converting • Payroll Only Clients First • Clients you use CSA to just do the Tax Return (Trial Balance Only Clients) • Clients you do Financials for (Start with easier clients first) • Clients with more complex Financials • Clients you use CBS or Engagement CS for

  6. Recommended Strategy For Converting • Payroll Only Clients First • Clients you use CSA to just do the Tax Return (Trial Balance Only Clients) • Clients you do Financials for (Start with easier clients first) • Clients with more complex Financials • Clients you use CBS or Engagement CS for

  7. What we chose to NOT CONVERT • Payroll Earnings Data – We converted employee demographics and input the YTD Earnings • Financial Statements – The only ones you may want to convert is very detailed formats you created in CSA • Accounting related Transaction and Balances – We re-imported Trial Balances from QB • Essentially we did not convert anything that once converted did not allow us to make changes and clean-up our data

  8. Our Conversion Process - Payroll • Changed employee ID’s in CSA to not include symbols • Removed Salary Amounts from inactive departments on Employees • Re-queued the checks for WebEmployee after changing Employee ID’s • Did not convert Vendors – ACS has the Payroll Vendors and we re-setup our Garnishment, etc. Vendors • Had a Client (not Template Client) setup with default payroll items for 401K, Caf. Plans to map our existing items to (ACS Tracks Tax Treatment of Certain Items) • After Conversion – Setup our Payroll Check Layout, Report Profiles, Entered Earnings Data and customized Batch Data Entry Screen.

  9. Our Conversion Process - Accounting • Did Not Convert Transactions or Balances • Converted Chart of Accounts • Made sure our COA in ACS and QB were matching • Re-imported Trial Balances from QB and imported for comparative statements • Re-Setup our Financials – Most Clients are Setup using the same template Financials

  10. What Is Your Plan? • Engagement CS or CBS Clients? • What do you replace CBS with? • Is Workpapers CS ready to replace Engagement CS? • Training the Firm – If you don’t get trained on ACS – 1. Don’t Complain about the System 2. It’s setup and organized totally different than CS • Thomson Training Options • RootWorks Training? The Inevitable Truth is that CSA will cease to exist (Date unknown as of now), if ACS is your planned replacement, a thought out Plan is Highly Recommended What is not recommended is waiting until you are forced to make the conversion.

  11. Leading firms through the next generation of change™

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