Quickbooks Setup and Implementation

If you do it wrong or you miss something, you're going to lose so much time, money and hair trying to work around or fix it. Please get someone who understands workflow, data flow, reporting, sales tax, payroll tax, costing, etc. to set it up for you. That's us. We're CPAs and specialists in management software and management accounting, including and especially Quickbooks.

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What you get with Entreflow

Workflow and Requirements Definition

Fully understand your workflow for Quickbooks invoicing, payments, inventory, payroll, etc. - how we can set things up to avoid pointless admin, errors and missing information that grind your business to a halt. Design your chart of accounts so that you'll be able to create useful financial statements, reports and analysis. Review catch-up/corrective bookkeeping needs.

QuickBooks Set-up, Implementation

Creating the Quickbooks account is easy. The heavy lifting comes with app integrations, defining template documents and forms, sales tax, branding, user account creation and roles, defining lists and properties for products and services, payroll setup, chart-of-account creation/modification, catch-up bookkeeping, reclassification, etc.. You know, getting everything to work in harmony as one well oiled machine.

Quickbooks Skills for You

Once the system is set up, we'll train you and your operations team on how to use it properly. If everyone is on the same page with what process to follow and knows how to use the system to execute, you'll get the best value. Or, you know ... you could just hack at it and hope for the best 😉

Our Clients Say the Nicest Things...

About Us: QuickBooks Experts in Vancouver, We're Here To Help

We're CPAs, MBAs, CPBs with decades of experience as consultants and as key players in the corporate world. We’ve started from scratch, been in and reported into the C-Suite, won awards, and have complex accounting knowledge. We have built businesses from the ground up ourselves. We know the burdens, the excitement, the highs and the lows, the dreams and the reality. We really love this stuff. Plus we’re really nice, dynamic people with tons of intelligence and business know-how. Why not let us help you navigate around – or avoid completely – those bumps in the road that inhibit your business growth?

Helina Patience

CEO, Financial Management Consultant
CPA, CMA, B.Ed.

Long-term international experience in finance and training, HR consulting and HR management.

Managed HR and compensation for MoneyMart, provided financial guidance for the C-Suite at Lululemon, launched a nanny agency.

Really enjoys all aspects of financial management and analysis, business decision support, human resources management including recruiting and compensation management

Helina holds a B. Ed and is a CPA, CMA. She is revered by her clients.

Iain Rogers

Growth Consultant
MBA, MBA, B.Sc

Grew a tech start-up to profitability, quadrupling revenues. Consulted for major software developers and other technology and manufacturing and services business throughout North America. Founded an innovative mobile mechanic start-up, then grew and sold the brand.

Loves, and is an expert in, commercializing new products, market strategy, strategic alliances, business planning and governance, business development and management systems implementation.

Iain holds an MBA from Queen’s University and an MBA from Cornell University, and comes with awesome references.

Stephen Luo, CPA, Accountant Consultant

William Eckhardt - Accountant Consultant CPB, CPA, CGA, MBA

Peng Chen, Accountant Consultant

Bori Ilieva - Accountant Consultant, CPA, CMA, MAcc

Anil Sharma - Accountant Consultant

Justin Chan - Accountant, Implementation Specialist

Bronwen Kenyon, Recruiter, Operations Admin

Marina Lurye - Accountant Consultant

Call 604-719-6901

Or use this link to Book A Free Consultation with one of our trusted Vancouver CPAs

300-225 W 8th Ave,
Vancouver, BC V5Y 1N3

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