Accounting Software Setup & Implementation

Put your bookkeeping and cash flow management on autopilot! With the number of computerized accounting software packages and other applications growing every day, selecting those that are right for your business has become daunting. We have knowledge of most programs and we collaborate with software developers who can help you choose and implement the system that best fits your needs.


Accounting Software Partners

Desktop software is a thing of the past. It’s time to leave your desktop accounting software and spreadsheets behind and move into the cloud.

Although there are many accounting software packages on the market, we recommend the following two for the serious business owner:

  • Xero online accounting software. Xero has a very intuitive interface, focuses on ease of use and providing a real-time view of your cash flow, and makes it easy to manage your receivables and payables. Xero integrates with more applications than any other accounting software and offers fabulous support.

  • QuickbooksQuickbooks Online. Quickbooks has been the dominant force in desktop accounting software for many years and is used by more businesses than any other system. It has all the features a business needs. Quickbooks has recently devoted all of its development dollars to QuickBooks Online, showing you where the market is heading.

Both Xero and Quickbooks integrate with a large number of other cloud-based applications for complete management of all your bookkeeping functions. We are certified partners of both Quickbooks Online and Xero.

Other Cloud-Based Software Applications

We also use and recommend a number of other applications to put your business on autopilot, including:

  • HubdocHubdoc. Keep all of your monthly recurring invoices and statements in one place and upload those invoices into your accounting software. You can also automatically download these recurring statements directly from your vendors.
  • Receipt Bank. Easy automation for collecting, processing and publishing receipts and invoices. With Receipt Bank you spend less time on manual tasks and more time focusing on your business
  • Invoice Sherpa. Automate your accounts receivable. Get paid faster. Increase your cash flow.
  • TSheetsTSheets. This software allows you to integrate time-based billing directly into your accounting software for billing, employee payroll, and expenses. Employees can enter their time cards and review their schedule and banked vacation pay right from their phone app.
  • PlootoPlooto. This software takes care of all the administrative paperwork that comes along with payments, so you don’t have to. It’s the easiest way for your business to pay vendors, collect money from clients, and more. And at only $1 per transaction, there’s no need to write cheques ever again.
  • Payment EvolutionPaymentEvolution. Trusted by thousands of businesses, PaymentEvolution is Canada’s largest and most loved cloud payroll and payments service.
  • Wagepoint. Online payroll software to keep you compliant with CRA payroll regulations and help you pay your employees and independent contractors easily.

Accounting System Setup for Startups

Often, owners of startup businesses don’t understand financial reporting requirements, the deadlines they must meet, and all the other pieces of an effective accounting and bookkeeping system. As a result, they create a great deal of financial stress for themselves at an already stressful time in their lives. It’s hard enough to run a startup without that additional stress. Things may not be set up properly so the information being produced by your system may be incomplete or imperfect.

We help you set things up properly and efficiently right from the start, so you can focus on making your startup a success.

Take Your Accounting Headaches Away

Accounting software is changing the way entrepreneurs handle the backend of their businesses. There are a large number of software systems to perform virtually any accounting task, and we have selected our favourites. However, our goal is to make sure you have the right software for your needs.  

We undertake an extensive onboarding process where we learn the details about every financial transaction your business undertakes with the goal of taking over your bookkeeping, so you don’t have to worry about it. At the end of our onboarding process, you’ll receive your accounting operations manual, which will detail everything you need to know about your newly designed accounting system.

After our onboarding process, we provide you with detailed checklists via email containing the steps you need to take to accomplish a given task, such as approving time entries before a payroll. These checklists will show up in your inbox exactly on time with clear and specific instructions so you know exactly what to do.

In our system, we fetch statements from your major vendors—the banks, cell phone companies, utilities, etc. If you need to submit receipts to us, it is as easy as snapping a picture of them on your cell phone or scanning the paper documents with one of our scanners that uploads your documents directly to the cloud, where we can ensure they are properly recorded and stored. We will queue up your payables for your approval and send those payments out digitally to your vendors so you don’t have to write cheques.  

Once your business is running in our fully managed finance suite, you’ll wonder how you ever lived without it. Talk to us today about becoming a client.

Book a No-Obligation Chat Now.

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