Education & Software
Outsourced Options for your growing Business.
Servicing Northern Alberta: Grande Prairie, surrounding area
Central British Columbia: Quesnel & Prince George, surrounding area
Northern British Columbia: Terrace & Fort St. John, surrounding area
Virtually: Western Canada
This is the first step to financial growth. Having an Operating System that works, is up to date, and having that operating system give you the data needed to make sound decisions in your Business.
Some people might argue that having a software is good enough, but just like everything the software is only as good as the operator, and the software needs to be set up right.
Too many times we have been fixing clients data sets for clients in many different ways from Integrity Issues, to restructuring and adjusting the entire system.
With our Education and Software Services, we introduce our clients to the world of Cloud Accounting. Now we know that this is the norm now, however we were doing this far before anyone else.
There are so many questions that go into the Software for your business, the uses, the misuses, and frankly every business and every industry differs that it is not as simple as using the age old Sage and QuickBooks.
Decisions need to be made, and choose the Software for your company along with WHOM will be doing the setup, implementation, and training is and should be one of your first steps.
This step will be the difference that sets your financial growth discipline.
Get your Accounting software setup by a Certified Expert in the software of your choice.
What can a certified expert give you?
It can be the difference in scaling your business to ensuring the success of not having costly mistakes.
Can you try it yourself?
Absolutely, but, if you try it yourself, please have the set up done right and take the appropriate training to set you up for success.
When you hire Forge Accounting & Management Services for your Accounting software setup and other Education Services you get:
Smooth accounting and operations done with Automation and Accountability so you have:
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Meaningful data for decisions
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Get the insights you've always wanted----> determine if certain products, projects, or items are profitable or not, compare expenses, categories, class, review locations, or even staff. The chart of accounts must be set up for success and for you to be proactive for your future needs and analysis. If not done properly, and your system is not configured correctly, your data is mashed together and someone is spending hours extracting data and creating Excel sheets and more rather than having the computer do the work for you.
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You're Ready for due diligence
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You can Avoid accounting nightmares---> Accounting, cashflow, planning, if you don't have these set up, it does not matter how many sales you make, this can be detrimental to the success of your Business. Accounting Software is needed, it can be efficient and amazing, and if set up correctly from the beginning you will be pleasantly surprised at the accountability of your Accounting Department. You will have all documents when you ask and in a workflow that just makes sense.
We're here to help in all Accounting Software Setup, Implementation, ERP and HRIS Systems.
Accounting Software SetuP
We truly do recommend using Cloud Softwares as many times as we can.
From Quickbooks Online (QBO), Sage, Xero
To less popular and more affordable Fresh or Wave.
We have used it, abused, it and know how to rock it.
Our Accounting Software Setup service is an easy process.
We do our free consultation, and gain an understanding of your current systems, or review your new setup, companies goals, and aspirations.
From there we:
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Review current/prior financials
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Determine future KPI/reporting needs
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Brief technology needs assessment
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Design chart of accounts, classes, locations, products and services lists
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Set up the software, users, roles
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Configure and connect taxes
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Apply branding
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Create standard reports
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Training
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Connect bank accounts and any simple apps
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Data migration (profile data, historical data if needed)
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Recommend add-on apps (e.g. billing, time tracking, payroll, ecommerce)
We take this into 2 more steps, and move the setup to Implementation and Training.
Why have an Accounting or technologist implement your Accounting or ERP System?
Accounting systems need to be right the first time.
The initial process and design is complicated and many Businesses need Sources, and Targets, also known as Classes, Locations, Sub Accounts..... These all are the inner workings that get the information to your General Ledger.
Have no idea what we're talking about??
We do. We're the nerds that know this, and can tell you that this makes all the difference for reporting, reaching your KPI, creating Departments, increase profits, doing Bonuses, and just having good bookkeeping.
If done right from the start you are set up for success.
You cannot be using out of date software, as we can assure you this will do nothing but having you think you took 2 steps forward but you business will suffer and you will be taking 10 steps back making hours of mistakes.
If you use the wrong applications, you can be so inefficient steps are redundant and your team is costing you money with every move they make every step they take.
Small Business ERP or MRP Setup
Upon review of the Softwares currently used, we can assist in determining ERP Setup services that help you run your small business smoothly.
What is an ERP - this stands for Enterprise Resource Planning and is an integration system, software.
Enterprise resource planning is the integration of the management component of main business processes, for real time data.
This is amp-ing up Excel, Spreadsheets, and some CRMSx 100 and giving you real time and mediated data directly in your Accounting technologies. Truly an All-in-One, but it does have a price tag.
As your business grows, so does the requirements for your systems and technologies,
Your business is scaling up and you need to get serious on your operations and Accounting Systems.
Systems like Netsuite, NAV, SAP, might be too much, but integrating apps, or add ons can also be very successful.
We assist in the planning of ERP Setup and full services and we implement the best solutions for your business and WE WILL help you.
Some advantages:
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Best functionalities,
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Connections and full integrations
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Utilizing the software for your competitive edge
Here are some examples of some integrations we can assist with:
Examples of some ERP Softwares:
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DEAR
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Quickbooks Commerce
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SOS inventor
Examples of some CRM, integrations:
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Teams
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Lightspeed
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Hubspot
Example of Field Services
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Site Docs,
Jobber -
Service Titan
Human Resources Information Systems (HRIS) Implementation
Implementing the right Human Resource system is amazing for your business.
It can take mistakes out of the entire process and simply make life easier for your entire organization.
We have HR professionals who understand compliance, employment standards, policy, onboarding, recruitment, and the Implementation required for your success.
Along side our HR professionals we have Payroll professionals who know that Payroll needs to be done right accurately, and in conjunction with the HRIS system for optimal functioning.
We believe in All-in-One systems and integrate Payroll and Human Resources with our our Software processes.
We believe in the right cloud-based HRIS management systems can allow for:
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Employee Management Systems that your company and employees love
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Policies that are transparent and work for your company
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Ease of use for Employees and Management
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Consistently maintained to offer compliance, up to date information from government and ESA processes
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Workflow and requirements from:
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Payroll integration,
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Leave, Vacation, Tracking, Lieu of or Banked process and Tracking
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Document and policy compliance
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Training and Development
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Onboarding
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Employee surveys,
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Solutions
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Recommendations & Implementation
We have an affiliate business Humorous Resources that has some amazing process and Human Resource Consulting and Custom packages, and we also have the ability to develop and implement those packages into scaled Common HRIS Cloud Software's like:
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Bamboo HR
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Humi
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Workday
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Zoho People
We will always process our HRIS setup the same as our other softwares and implementation where the entire process is 100% Customized to suit your business:
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Assessment
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Design
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Implementation
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Roll out
As your team scales up, we want to be there to assist you in keeping track, staying compliant, on track of your HR objectives while ensuring your company is exercising employee development, performance reviews, and leadership training for your managers.
These systems make it easier for you knowing your compliant, up to date and you have the resources at your fingertips to make decisions and create policies that your company and staff can trust.
WHAT YOU CAN EXPECT with all of our Education and Software services:
We believe in education, process, and workflow, we're a unique breed of Accounting and Bookkeeping professionals called Technologist, we have implemented and processed 100s of data sets and put cloud and computers to work for us not against us.
Our approach is simple:
Define Workflow:
Sit with your team to determine bottlenecks and challenges in which you have experiences, Map our current and desired processes, and create a quote, plan, and demonstration of the software's that could be used for you.
Select and Design your software and customize the experience for you:
Once the short list is created, we meet with you show you the final products and create the data set, classes and more to assist your company reach, maintain, and in process map out how the process will need to be recorded by your accounting team.
Implement and Change:
Now we know what you need, and collectively we're ready to implement your new Accounting, ERP or HRIS Software.
Our Implementation is designed and is ideal to be created and then trained, however in some cases can be done live.
We migrate all data, change and manage the systems, and have a customize training for managers, employees, and administrators.
Alternatively, you can pair this service with our Financial Services and we can offer full service and cycle Bookkeeping, Operations, and Corporate Controller | CFO Services.
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Future Ready- Technology Driven
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Safe & Secure (check out or Security and Cyber Protection for more details)
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You can gain full Confidence in your ability and the processes for your business
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Training & Education tailored to you and how you learn
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Easy to use & intuitive
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Expertise & Efficiency in all areas
It’s important to know and understand why and how someone is processing your day to day.
Be involved even just in the initial stages.
We want to give you the confidence in your Business. The best investment you can make is in your software and day to day processing.
We're here to help and train.
Once we have you set up:
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We can train you and your staff
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We help you make the technology work for you through Automation and processing.
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We can take over and monitor and process your day to day full cycle
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We can do Monthly check in and review of the day to day processing.
You already have a system:
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We can help you switch to be more efficient
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Saving you time, money, and efficiency
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Make the Technology work for you through Automation and processing.
We offer free consultations with all of our services so that we can assist you and determine a plan and course of action to best suit your requirements.
List of Accounting & FInanCial Planning Software
Our Software list is Vast and includes but are not limited to:
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Quickbooks desktop and online- Quickbooks, Quickbooks online Certified Advisor
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Sage; Simply Accounting Desktop and Online- Sage50- Sage One online SAGE Certified Advisor
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Sage 3000 and its group of Softwares inclusive of
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Sage-Timberline Accounting
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Samco Accounting
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Peoplesoft Integrated
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Nvision Query Software
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Reynolds & Reynolds
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Netsuite
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Microsoft Dynamics
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Xero Accounting
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Protractor Accounting
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Windward Software Full- POS- Inventory- Accounting.
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Job Costing programs along with many specific Job Cost Software not limited to- Build Tools, UDA, and Corecon
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Lightspeed for Mac
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Other online invoice systems like invoices2go etc.
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Specific payroll programs including, ADP, Ceridan, Payweb, and specific, each within the software
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Specific HR Management Softwares.
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T4, T2200, T5, T4A, T5018, review and processing software
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Specific Open Invoicing programs for required Vendors- ADP, Corian, Open Invoice, OilDex, Enerplex
Don’t see the software you want to use, just ask, I have worked with many and can look into software to help.
Want to take a course?? We offer those. From 1:1 Training or Group Classes, to self paced training webinars!! We've got you.
Have questions on your Software?
Don't see what you want to use listed?
Let's Chat.
Main Number AB & BC
Main & AB: 587.817.2309
BC: 250.609.2292
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