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Clarity

Helina Patience

Vancouver, British Columbia

I am a CPA, CMA with over a decade of experience in Finance & HR within multinational companies, across many industries. I am a partner at entreflow consulting group where I help small to medium-sized businesses get organised, grow, and crush their goals. I am a QuickBooks Platinum Level ProAdvisor and a Xero Advisor. I hold vast global experience after living and working in Australia, India, the UK and Ireland. I am a theatre artist, ex-Secondary School teacher, rock drummer, ballet dancer, and whitewater kayaker. Not your typical accountant...

$2.50/min

1 Call

1 Review

about 1 hour
Avg. call

Finance Startup Consulting Small Business Management Consulting Consulting Bookkeeping Corporate Finance Accounting Financial Analysis Financial Accounting

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CFO Services

If you’re a startup with revenue and you don’t have a CFO, you’ve already missed crucial months that you could have used to determine where to place your bets, use your valuable resources and prepare for significant investments. This isn’t just about investor relations or preparing for the next investment round, it’s about reducing guess-work by using experience and analysis.

“With 2 hours of work, Entreflow saved my business $300,000.”

You don’t need a full-time, expensive CFO. A CFO consulting service (a.k.a.fractional CFO) can implement financial growth practices learned from years of experience with large and small companies. A part-time CFO can move your budgeting, planning and forecasting beyond spreadsheets and give everyone the KPIs, dashboards and what-if analysis to make informed decisions. A part-time CFO can implement technology to streamline and scale-up workflow. A technology centric CFO can connect internal and external data sources to so that the whole team can find hidden insights. Imagine if you could analyze business drivers across CRM, Accounting software and Facebook and if data were all connected? That’s where our CFO consulting service can help.

Business Tax

Do you own a business? Are you sole proprietorship?
I can help you with your taxes!

Bookkeeping & Accounting Services

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.

Software Implementation Services

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 or Quickbooks Online up for you. We are the Xero & Quickbooks Online implementation & bookkeeping service that you need. We’re MBAs, CPAs certified Xero & Quickbooks accountants and Silver Partners. Let us help.

To us, Xero & Quickbooks 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.

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Reviews

Helina's team was great in helping me setup my Quickbooks based on my needs and how I want to track things in my business.

Mel Richards Source: Clarity

Member since February 2019