Xero Accounting Setup. Properly.
Accounting Setup using Xero
If you do it wrong or you miss something, you’re going to lose so much time, money and hair trying to work around or fix it. Please get someone who understands workflow, data flow, reporting, sales tax, payroll tax, costing, etc. to set Xero up for you. We are the Xero implementation & bookkeeping service that you need. We’re MBAs, CPAs certified Xero accountants and Silver Partners. Let us help.
To us, Xero accountants, it’s not just a software setup – it’s an Accounting setup for your company. Doing this right means being able to get the insight into your business you’ve always wanted, evaluate what activities are profitable (or not), always be prepared for investor conversations, and keep the government happy.
|1. Assessment||Rigorous process to understand the needs and collect the information required.|
|2. Design||Workflows and Chart-of-Accounts recommend apps to integrate, Xero functionality to use|
|3. Implementation||Complete setup, configure users, items lists, tax, templates and reports. Connect bank accounts and 3rd party software as needed.|
|4. Training||Customized training and resources so that your current and future hires are setup for success. We’re available.|
A Business That Runs Smoothly
Get the most out of the features of Xero accounting software through our Xero accounting service. Use Xero to its full potential, and best practices. Integrate 3rd party applications to support the workflow. We’re Xero accountants who understand operations. When it’s done right, everything is easier.
your meaningful data
Get the insight into your business that you’ve always wanted. Determine if certain products, projects or activities are profitable/not, compare meaningful expense categories and classes. The chart of accounts must be set up to consider future analysis needs. If it’s not done properly, or the system isn’t configured correctly, data is mashed together and analysis is impossible.
Always ready for due-diligence, or government review
We’ve been through multi-million dollar investor due diligence, supported companies involved with SRED, IRAP and other government programs. All this is easy if you have the documentation ready – and that starts with a well implemented HRIS
Always ready for investor, bank or government review
Our Xero accountants have been through multi-million dollar investor due diligence, helped companies borrow millions, collaborated on SRED, IRAP and other government programs, and prepared lots of companies for year end taxes. All this is easy if you’re ready. And being ready starts with a proper Accounting Setup.
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.
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
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 software implementation.