Upgrade your financial management practices for growth mode. The fixed-fee monthly package of our accounting setup service includes Accounting Software, and a team of Vancouver/Victoria-based CPA Accountants and Bookkeepers to close your books monthly, answer accounting questions, provide KPI analysis and give financial management advice.
In any new engagement, our goal is to get the books optimized and up to date as quickly as possible. We’ll improve the data integrity from an accuracy and reporting perspective so that better insight into the business can be achieved.
On a month to month basis, we run a tight ship. Our goal is to have the books closed each month prior to our financial meeting. We use AI to help with data collection and transaction booking. To respect your time, we’ll meet mid-month for a quick session where we’ll go through all of our questions. We strive for real-time bookkeeping as much as possible.
In parallel, we recommend an engagement to look at your overall business workflow and the processes and systems to support this. We like to meet with various employees and management to see what they are doing, identify bottlenecks slowing them down and challenges they are experiencing, then recommend process/software enhancements.
Our approach is to tackle the low hanging fruit and urgent items first and then move into project work that will help you scale up successfully. Aside from assisting you from a Finance and Systems perspective, we are also very successful in grant programs support, HR Management (future state org chart, succession planning, and compensation strategy), Recruitment and Marketing Strategies.
Financial Management Meetings
CPA / MBA level monthly financial updates from Vancouver-based Management Accountants who care about your success. Beautiful visuals and actionable insights, not just data. Fractional CFO and financial management advice. KPI, budgeting and forecasting. Decision support and what-if analyses. Basically, we help your startup achieve its goals.
Online Accounting Software
We use cloud-based tools and mobile apps to collect data and improve efficiency. We ensure data flows through your ecosystem of accounting software and management systems including Quickbooks and Xero. We also work with desktop/enterprise accounting systems. We make sure you can access your financials and KPIs from anywhere.
Everything required to manage your business financially – from AR to inventory, from bank statements to expense receipts, from payroll to classification.
Real-time bookkeeping. We close your books every month so that you have regular insight.
Our team is all local Vancouver Accountants. Our bookkeeping follows Canadian accounting standards and is reviewed or performed by a CPA. Beware of firms who outsource overseas.
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Our clients say the nicest things
“They have seriously helped my business get organized and take things that were holding us back from moving forward off of our hands.”
Daniel Moscovitch | More Hot Leads
“Helina and the team are a joy to work with. They are so down to earth, charismatic and tech savy, that getting help from Entreflow is easy and a breath of fresh air.”
Pax Frias | Restore Human