ERP setup services that help small businesses run smoothly
Your business is scaling up and you need to get serious about operations and accounting systems. Netsuite, Acumatica or SAP might not be the right fit (or not yet). A carefully chosen ecosystem of connected cloud applications can scale smoothly, quickly and cost effectively. Our ERP setup services will implement best in class solutions, and leverage what you already have in place.
- Get software that gives a competitive edge
- Best in class functionality
- Connected and integrated
ERP setup services using only the best cloud-based tools
Small-medium business MRP/ERP
- DEAR
- MRP Easy
- Quickbooks commerce
- Cin7
- Unleashed inventory
- SOS Inventory
- ERPAG
- Locate Inventory
- Agiliron
- Procurify
- Lokad
Accounting and FP&A Software
- Quickbooks Online
- Xero
- Hubdoc
- ReceiptBank
- Procurify
- Expensify
- Jirav
Commerce, billing and payment
- Chargify, chargebee, stripe
- Waypay, plooto, veem
eCommerce and CRM – accounting integration
- Hubspot
- Shopify
- Lightspeed
- Amazon
Field service management software
- Jobber
- Service titan
Construction management software
- Knowify
Our approach to ERP cloud consulting
Our approach to ERP cloud consulting
1. Define Workflow
Sit with your team to determine bottlenecks and challenges. Map current and desired business process. Create software requirements list.
2. Create Short-List
Identify software we’ve worked with, and research new software that can meet the needs. Evaluate and present options.
3. Select and Design
Connect and set up demo accounts in a sandbox environment, confirm functional fit.
4. Implement and Change
Implementation as designed, data migration and change management, customized training for managers, employees and administrators.
Why founders come to us
Anyone know a CPA who is also a tech nerd?
The most complex parts of ERP software configuration and integration often bump up against the most complex parts of accounting rules and tax law. Our clients are often looking for some freaks of nature that understand both. That’s us.
Resolve an ERP operations and systems mess
Everything flows down into the accounting software eventually. Our clients’ books are often in a poor state (usually causing issues when raising financing) as a result of ill-designed ERP systems and clashing data. We know how to correct these issues, and how to work upstream to solve those problems so everything flows smoothly.
Implement savvy internal controls to find what’s missing
Nobody seems to like to talk about it, but everyone seems to know that sometimes bad purchases are made, stock gets lost, invoices are wrong/missing, contractors are paid incorrectly, etc.. Is this a consequence of growing? No, it’s a consequence of poor internal controls and poor ERP solutions in place. Let’s put our CFO hats on and fix that for you.
Increase management visibility and decision support
As your company grows, complexity and data quality get in the way of management insights. Want a snapshot of your business KPI, want to dig into the numbers to make decisions? Want alerts and reports? We implement all of these into your new, best in class ERP ecosystem.
Three causes of ERP implementation failure
Three causes of ERP implementation failure
No CPA in sight
The hardest decisions and integrations involve accounting/tax rules and internal controls which categorically require a CPA. We understand systems, operations and accounting.
Lack of buy in
Training and change management is often overlooked by teams so we take a workflow centric approach and train the humans how to improve their own processes.
Biased choices
We’re not selling ERP software and we have no stake in which one you use, as long as it works. So we find the best fit through a rigorous review process.
It’s ok to have your head in the ERP clouds
Related Services
Related Services
Human Resources Information System (HRIS) Implementation
Implementing the right HR management system can make life easier for your whole organization. Get an HR professional who understands compliance, employment standards, policy, onboarding, etc. to set up your HRIS for you. That’s us.
Payroll Service
It has to be done right, and it’s a lot of money, yet it’s incredibly time consuming and there are dozens of details: T4 slips, overtime, vacation and leave, termination pay, etc.. Our payroll service gives you visibility, internal controls AND time back on your calendar. We handle payroll for most of our CFO and Accounting Service clients, but it’s optional.
But don’t just take our word for it
“They become a part of the team, roll up their sleeves, dig in and get the job done – allowing us to concentrate on our side of the business.”
– Rick Hoy, serial entrepreneur of 30 companies, founder of The Eclipse Group (£33M exit)
“Obvious finance expertise aside, I love working with Helina and the team. Great people, very smart, fun and willing to ask us the hard questions.”
– Bill Dennis, CEO and Co-Founder, Quantum Data Technologies
Get Started with a Free Consultation.
The first step is a friendly conversation about your business
“Let’s chat. I’ve helped hundreds of business owners work out their next steps.”
– Mary A.
Entreflow Solutions Consultant, Growth Expert
Phone: (604)814-7089