Online Bookkeeping Service
Friendly, CPA Accountants, in Canada
“I work with Entreflow because their accountants and bookkeepers give me the discipline and best practices to grow. I’m no longer managing my bookkeeper and accountant, with Entreflow I have a financial accountability partner.” -C.R., Entreflow Client.
This service is not designed just to close your books each year and keep the CRA happy. This is not just bookkeeping clean up. Our online bookkeeping service is designed for businesses who are laser focused on growth. This means high-quality work by a licensed public practice CPA firm. This means industry standard, open API, cloud-based and automation-enabled software. This means regular financial planning meetings to discuss your goals/KPI, performance to budget and forecast.
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. We close your books 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, bottlenecks slowing them down and challenges they are experiencing, then recommend process/software enhancements.
Through our online bookkeeping service, 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
Financial Management Partners
Executive-level monthly financial analysis from Vancouver & Victoria-based Management Accountants who can answer questions and give advice, rather than just send a spreadsheet. We are your accountability partners to ensure your financial strategy is solid, and to measure your progress. Through our online bookkeeping service, we offer fractional CFO and financial management advice, KPI, budgeting, forecasting, decision support and what-if analysis. Basically, we help your startup achieve its goals.
Cloud Accounting Software
To provide efficient online bookkeeping services, we use online tools and mobile apps to process data and improve efficiency. We ensure information flows through your ecosystem of accounting and management software including Quickbooks and Xero. We also work with desktop/enterprise accounting systems. And we make sure you can access your financials and KPI from the beach.
We can perform any bookkeeping duties required to manage your business finances – from AR to inventory, from bank statements to expense receipts, from payroll to classification.
We close your books every month so that you have regular insight.
Our team is all local Vancouver & Victoria Accountants. Our bookkeeping follows Canadian accounting standards and is reviewed or performed by a CPA.
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, 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
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.
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.
How to build a kickass team part 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.
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
Our Team of Accountant Consultants
We’re CFO’s CPA’s, CPB’s, MBA’s as well as certified Xero Silver Partners and Elite-level Quickbooks Proadvisors & accountants. We’re here to help. We have over a decade of experience working in all area of financial management – from accounting software selection, Xero & Quickbooks implementation,, accounting setup, bookkeeping, CFO consulting and tax preparation services, for both individuals and businesses. Collectively our team will help you establish goals, KPI, financial systems and processes to analyse success in every area of your business.