Business Software Selection Consulting Services

Get the Right Software Implemented

Business Software Selection Consulting Services2019-10-28T16:58:33+00:00

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 Namely, Humi, WebHR) … we can help.

Our approach

1. Workflow Workshop2. Short-List Software3. Review and Design4. 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.

Key Benefits

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.

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Best of breed functionality

The best software for every business function means improved productivity, without compromise.

Connected, Integrated

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.

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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.

 Our insights

Best Software for Small Businesses

May 31, 2019

When starting your business, it can be tough to pick which apps are worth your attention and money. We’ve compiled a stock list of some great starters that will benefit your company workflows!

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.

Beyond Bookkeeping

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

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“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

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“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

Related Services

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Yes, we’re a CPA accounting firm. We’re CFOs and senior advisors for high-growth companies. We implement strategies and technologies and do your bookkeeping and taxes.

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We are award winning experts in cloud accounting and management apps. We implement software and workflows for effortless operations.

Let’s bring your business to the next level together
Contact our business experts today for a free consultation