Programme Phases

The Foundation 50 Programme runs in two phases:

During the Preparation phase, you will finalise your job selection.

What to select (recommended)

Choose jobs that reflect your typical workflow.

Ideal criteria:

• Xero clients only

• Clients with active bank feeds connected to Xero

• Jobs your team already knows well

• A representative mix of your usual compliance work

💡 Familiar clients make it easier to:

• Validate outputs

• Compare with your current process

What to avoid (for now)

To ensure a smooth experience, avoid complex cases in the initial phase:

- Farming-related jobs
- Clients with multiple entities
- Jobs with highly unusual or complex transactions

These can be included later during full rollout.

How to approach your 10 jobs

You do not need all 10 jobs ready at once.

You can:
- Process jobs in batches
- Add jobs progressively as they become ready

Your Zato Success team will help you:
- Structure the workflow
- Maintain a steady processing rhythm

Best Practices

- Start with simple to moderately complex jobs
- Ensure documents are readily available
- Maintain a balanced mix of entity types

Common Mistakes

- Selecting overly complex jobs first
- Choosing unfamiliar clients
- Trying to prepare all 10 jobs at once