Software Selection and Implementation Services
Get the right software implemented quickly
We’re in the era of low cost SaaS business software and it’s great! Easy to sign up, easy to start using and thousands of tools to help with any given business function. But how do you know which is the right one for your unique needs? You could spend days every month researching and evaluating, setting up and trying out software – but you need the benefits promised by the software ASAP, and you need to focus on the business.
Let us help. We’re constantly evaluating new business software and we know how to cut through the clutter and find the right solutions. We focus on workflow, data flow and change management. And since everything eventually flows into your accounting software, we bring an accountant’s perspective too.
If you’re looking for Accounting/ERP software (like QuickBooks or Xero), CRM software (like Hubspot or Pipedrive), Marketing Automation software (like Hubspot, ActiveCampaign or MailChimp), project and task management (like Monday, Asana, Trello), Communication and Organization software (like Slack, G-Suite, Office 365), HRIS Software (like Bamboo, Namely, Humi, WebHR) … we can help.
|1. Workflow Workshop||2. Short-List Software||3. Review and Design||4. Implementation and Training|
|Sit with your team to determine bottlenecks and challenges. Map current and desired business process. Create software requirements list.||Identify software we’ve worked with, and research new software that can meet the needs. Evaluate and present options.||Connect and set up demo accounts in a sandbox environment, confirm functional fit.||Implement as designed, data migration and go-live procedures, customized training for managers, employees and administrators.|
Get software that gives a competitive edge
Find the best software for you, not just the guys who advertise on Google and software comparison sites. You won’t get ahead of the competition if you’re just using what everyone else uses.
Best of breed functionality
The best software for every business function means improved productivity, without compromise.
Using QuickBooks, Xero and G-Suite ecosystem, Native integrations and Zapier, we design how data flows between applications to ensure work flows smoothly. Best of all, if your business evolves and needs a bigger better software.
Our Team of Accountant Consultants
We’re CPA’s, CPB’s, MBA’s and Xero accountants & experts. We’re here to help. Our team has been using Xero daily for over a decade. We know all the functionality inside and out. We’ve been implementing Xero for 2 years (that’s a long time in the cloud-accounting world). We’ve been training people to use the software effectively for the same time. We beta test and influence development of new features.
Collectively our team has implemented dozens of software apps – from small business to large scale enterprise – countless times. So we know Xero and we know software implementation.
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: B.B.A. In Accounting
WorkEx: 10+ years experience in accounting and management on a local and international level. Worked at small and large organization in different industries (Hospitality, Oil & Gas, and Manufacturing)
Expert Status: Business Development
Past Travels: United States, Caribbean, Mexico, Europe, United Kingdom, Southern Asia, Northern Asia, Southern India
Ted Talk Topic: Cross-culture
Hero: Sada Guru
Dream Education Sabbatical: Piano or Guitar.
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
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
HAVE A BUSINESS NEED?
Benefits of Migrating from PC Law to Quickbooks/Xero/Clio Online
April 11, 2019
Say you’ve been using PC Law for the past while, but you’ve noticed that the workflow isn’t as smooth as you’d like. You may have also noticed that your competitors are finding it easier to complete tasks like payroll, asset tracking, accept online payments, and other things you wish you could be doing more efficiently.
How to Build a Kickass Team: #3 — Workflow Mastering
April 11, 2019
This month we are doing a vlog and blog series on How to build a kickass team! If you want to check out the video version of this blog be sure to check out our youtube page, it includes awesome footage of our cross provincial trip to Calgary.
April 11, 2019
Whether they are using bookkeeping services or in-house employees, owners look for more that just compliance bookkeeping today. At a recent Xero Bookkeeping conference, they suggested Code Free Bookkeeping is on the horizon.
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