Accounting and Bookkeeping Evolved
Accounting and Bookkeeping Services as a Growth Driver
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.
Certifications: B.A.(hons), B.Ed, CPA, CMA
WorkEx: 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 recruitment agency.
Expert Status: Financial Analysis, HR, Entrepreneurship
Past Travels: Central America, South America, Europe, Southeast Asia, Australia
Ted Talk Topic: happiness and the law of attraction
Hero: Brian Tracey & Elon Musk
Dream Education Sabbatical: Blockchain development
Certifications: B.Sc., MBA, MBA
WorkEx: 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. 10+ years in software marketing and sales leadership.
Expert Status:Growth, Marketing, Sales, Start-ups
Past Travels: United States, Thailand, Hawaii, Mexico, Ecuador, Kenya, United Kingdom, UK, France, Germany, Caribbean
Ted Talk Topic: Incentives
Dream Education Sabbatical: Rock n’ Roll Cello
Certifications: B.A. (hons), Master
WorkEx: 10 years in marketing, including 8 years in digital marketing both in Europe and in Canada for local and international brands, both in startup and large organization environments.
Expert Status: : Digital marketing strategy, international marketing, French
Past Travels: Europe, North Africa, Caribbean, US and Canada
Ted Talk Topic: What traveling and living abroad can bring to your life
Hero: Simone Veil
Dream Education Sabbatical: learn photography, piano or archeology
WorkEx: 6 years in administrative work in a car dealership and financial industry.
Expert Status: anything administrative related, HR and recruiting
Past Travels: United Kingdom, France, Spain, Germany, Italy, Croatia, United States
Ted Talk Topic: Why working while going to school is important
Hero: All the women in my life
Dream Education Sabbatical: Learn to speak German
Certifications: CPB, CPA, CGA, MBA
WorkEx: 10 years of Small Business & Start-Up experience from within accounting firms and within Industry
Expert Status: Small Business Accounting/Bookkeeping
Past Travels: Paris, London, Toronto, NYC
Ted Talk Topic: Financial Planning & Small business
Hero: Elon Musk
Dream Education Sabbatical: Investment
Certifications :BA (Hons) Leisure and Business management
WorkEx: Over 7 years experience in customer service and retail/ FX management
Expert Status: Accounting and Operations Assistant
Past Travels: UK, Spain, France, Italy, Greece, Egypt, USA,
Ted Talk Topic: Law of attraction
Hero: My mum
Dream Education Sabbatical: Forensics and criminology.
WorkEx: Over 15 years experience in accounting and management in several industries including public practice, non-profit, marketing, video/tv production, facility services, construction, retail and consulting, located in Canada and Internationally,
Expert Status: Small businesses accounting & bookkeeping
Past Travels: Europe, North America, Asia, Central America, South America, Europe, Southeast Asia, Australia
Ted Talk Topic: Why we do what we do
Hero: My Mum
Dream Education Sabbatical: Blockchain development, learn guitar or reiki
Certifications: B.B.A. in Accounting, CPA candidate
WorkEx: 4+ years in bookkeeping and accounting in public practice working with clients in food & beverage, hotels, transport, not-for-profit, construction, software, and consulting/training services industries
Expert Status: Small business bookkeeping and accounting
Past Travels: Mexico, Thailand, Vietnam, Indonesia, Australia, USA
Ted Talk Topic: How spending time outdoors can have positive impacts on your everyday life
Hero: My dad
Dream Education Sabbatical: Holistic nutrition
WorkEx: Administrator in financial industry, restaurant management
Expert Status: Marketing Assistant, Administration
Past Travels: Europe, United States, Mexico, Thailand, Canada
Ted Talk Topic: Women standing their ground in a management position
Hero: My great grandmother
Dream Education Sabbatical: Tour of Scotland studying Highland Dance
Certifications : Management Studies certification
WorkEx:3yr in Public Practice at CPA firm, 1yr as Finance Officer in govt.
Expert Status:Accounting and Implementations
Past Travels: Few cities in USA, Mexico, UK, Argentina
Ted Talk Topic:
Dream Education Sabbatical:Learning new languages, investments.
Certifications: (In progress) BBA in Accounting and MIS
WorkEx: Over 3 years experience in customer service and sales, 2 years coordinating and managing operations for a non-profit social enterprise at SFU.
Expert Status: Logistics coordination and event planning
Past Travels: Japan, New York, China, Toronto, Montreal
Ted Talk Topic: The benefits of an open minded approach to life
Hero: My Mother and Lebron James
Dream Education Sabbatical: UI/UX Design
Certifications: ACA (CPA equivalent), B.A in Accounting and Finance
WorkEx: 3.5 years as an auditor in Public Practice
Expert Status: Accounting & bookkeeping
Past Travels: Ireland, UK, Spain, France, Italy, Greece, USA, Canada, Caribbean
Ted Talk Topic: How adventure makes you smarter, stronger and attractive
Heroes: My parents
Dream Education Sabbatical: Learn a new language
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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