Cutting Edge Accounting Technology to Automate Your Business Processes
Some of Our Clients
Transform Your Operations with Tech Consulting Expertise
Revolutionize your back-office using our advanced accounting technology consulting services. We optimize business systems and implement strategic automation by leveraging the latest cloud technology, transforming time-consuming tasks into efficient processes. Spend less time on boring, repetitive tasks and more time on growing your business.
Transformative Tech Stack
Embrace a scalable accounting technology solution that grows with your business. Whether you’re a start-up, small business or large enterprise, our tech consulting services recommend scalable cloud software and automation tools to adapt to your evolving needs, ensuring you’re always ahead of the curve.
Leaders in Process Automation
Employ state-of-the-art technologies like Robotic Process Automation, intuitive Low-code/ No-code systems, AI-driven automation and the latest cloud ERP software to refine and enhance your business workflows and processes. Our accounting technology consulting services are designed to automate repetitive tasks, reduce human error, and free up your team to focus on core business activities.
Tech-Driven Cost Savings
Harness the power of technology and innovation to significantly reduce your operational costs. Our bespoke tech consulting services use cloud computing and automation software to enhance your tech infrastructure to optimize your processes and eliminate the need for expensive hardware. Achieve more than just savings; improve your productivity ensuring every dollar spent contributes to business growth and success.
Dedicated, On-Demand Expert Support
We know that technology related problems don’t stick to a 9-to-5 schedule. Rely on our expert team for tech guidance and support ensuring your business operates seamlessly around the clock. Don't tread the tech terrain solo; we've got you covered.
Forward Thinking Tech Consulting to Streamline Operations
Step into the future of finance and operations with our state-of-the-art automation tools for professional service firms and small businesses. At CFO Lifeline, we help elevate your business performance with specialized accounting technology consulting to unlock new opportunities for growth and innovation.
- Technology Needs Assessment
- Solution Mapping & Recommendations
- Digital Transformation ERP Systems
- Process & Workflow Documentation
- Xero set-up, implementation and training
- Robotic Process Automation using UiPath
- Data Transfer & Migration
- Dedicated Ongoing Support
- Business Process Automation using Zapier, AirTable and Bubble.
- Odoo set-up, implementation and training
- QuickBooks Online set-up, implementation and training
Our Cutting-Edge Tech Stack
Some of the cloud apps we have deep expertise in include:
Hear from our satisfied clients
Transitioning from Sage 50 to a cloud accounting system was made seamless by CFO Lifeline. They tackled our backlog of bookkeeping, prepared all the necessary documents for a smooth audit, and now serve as our remote CFO. Their timely monthly financial statements and profitability reports enable us to make data-driven decisions.
Patrice Wallace
Coloured Fin
Working with CFO Lifeline was a huge turning point for our business. Prior to their involvement, we were using a manual desktop-based bookkeeping system, which was a headache to manage. But CFO Lifeline made the shift to a digital, cloud-based system really smooth and easy for us. Now, our financial records are always up-to-date and easy to understand. We can see our financial situation clearly at any time, which helps us make quick, smart decisions for our business. It's been a relief and a big help to have their team handle the complicated stuff, so we can focus more on growing our business.
Dave Jacob
Green Engineering
As a startup law firm, CFO Lifeline was instrumental in setting up our accounting software and maintaining accurate records for tax and decision-making purposes. Their guidance in cash flow management and service pricing was invaluable. We're grateful for their clear, non-technical communication, helping us understand our operational break-even point and price our services effectively.
Dale Montrose
Victorem Law Chambers
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