SFIR Consulting Ltd.

BACKGROUND

Please describe your company and position.

I am the President of UTS GROUP

Describe what your company does in a single sentence.

We provide advanced security, automation, and consultation solutions across Canada—specializing in access control, smart technologies, and integrated services for commercial, residential, and institutional clients.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SFIR Consulting Ltd. to accomplish?

• Implementation of a new accounting system
• To manage all of our bookkeeping needs
• Support and consultation

SOLUTION

How did you find SFIR Consulting Ltd.?

Referral

Why did you select SFIR Consulting Ltd. over others?

• Referred to me
• Company values aligned

How many teammates from SFIR Consulting Ltd. were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Overview:

We partnered with Sfir Accounting, a forward-thinking accounting firm, to lead the full implementation and optimization of the Zoho Books and Zoho Finance suite. This project aimed to modernize internal workflows, eliminate manual processes, and deliver a fully customized accounting system aligned with their unique operational model.

Objectives:

Centralize client financial data and streamline transaction management.
Automate recurring tasks such as invoicing, reconciliations, and reporting.
Ensure full compliance with CRA and industry standards through tailored configurations.
Enable real-time collaboration between accountants and clients via the Zoho platform.

Key Deliverables:

System Architecture & Customization:

Designed a scalable Zoho Finance structure for multi-client management.
Customized chart of accounts, tax rules, and reporting modules for Canadian standards.
 
Data Migration & System Transition:

Imported historical accounting data securely from legacy systems.
Verified and reconciled migrated records to ensure 100% accuracy.
 
Process Automation:

Built automated workflows for invoicing, payment reminders, and bank reconciliations.
Integrated Zoho Books with payment gateways and CRA remittance tracking.
 
Client Portal Setup:

Deployed a branded client portal for seamless document sharing, quote approvals, and transaction visibility.
Trained the Sfir team on managing user access and customizing client experiences.
 
Training & Knowledge Transfer:

Delivered hands-on training sessions and created SOP documentation tailored to Sfir’s internal processes.
Supported onboarding of staff and conducted post-launch performance reviews.
 
Post-Implementation Support:

Provided 60-day hypercare support and real-time troubleshooting.
Introduced best practices for scaling with Zoho as their client base grows.
 

Outcome:
 Sfir Accounting is now operating on a fully digitized, real-time accounting infrastructure that supports growth, increases efficiency, and strengthens their reputation as a modern financial services firm. Their internal team has taken full ownership of the system thanks to our detailed onboarding process and custom-built tools.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Operational Efficiency:

40% reduction in time spent on manual bookkeeping tasks within the first 30 days.
3x faster month-end closing process due to automated reconciliations and workflow rules.
  

💵 
Financial Accuracy & Compliance:
 

100% data accuracy in migrated records after audit verification.
Achieved full compliance with CRA tax rules and reporting standards using customized configurations.
  

🤝 
Client Experience:

Rolled out branded portals to 100% of active clients, enabling secure document sharing and real-time transaction views.
Client onboarding time was reduced from 2 hours to under 30 minutes via automated templates.
  

📈 
Team Productivity:

Over 20 internal workflows automated, including recurring invoices, tax filings, and reminders.
All staff trained and operational on Zoho within 2 weeks, with ongoing self-sufficiency.

🧩 
System Integration & Scalability:
 

Integrated with existing payment processors and document management tools with zero downtime.
The system is now ready to scale with additional modules (e.g., Zoho CRM, Zoho Analytics) as Sfir grows.
 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Responsiveness & Collaboration:
Sfir Accounting demonstrated exceptional responsiveness throughout the project. They provided timely access to critical data, gave prompt feedback during milestone reviews, and maintained open lines of communication across all phases. Their ability to articulate operational needs and prioritize configurations helped accelerate the implementation process.

Timeliness & Delivery:
All requested inputs, approvals, and testing feedback were delivered on or ahead of schedule. Their proactive approach enabled us to stay within project timelines and avoid bottlenecks—particularly during the migration and training stages.

Adaptability & Engagement:
Sfir’s team showed a strong commitment to the success of the implementation. They were engaged, adaptable, and open to new process changes, which allowed us to deploy tailored automation and accounting workflows with minimal friction.

Outcome:
Their project management approach was a key factor in the overall success. The partnership felt more like a strategic collaboration than a typical client engagement—marked by trust, transparency, and shared accountability.

What was your primary form of communication with SFIR Consulting Ltd.?

• In-Person Meeting
• Virtual Meeting

What did you find most impressive or unique about this company?

hat impressed us most about Sfir Accounting was their rare combination of deep accounting expertise and a true openness to innovation. Unlike many firms resistant to change, their leadership actively embraced automation, systemization, and cloud-based workflows—not as a convenience, but as a core strategy for client service and scalability.

Their team displayed:
 • Clear vision for operational efficiency through tech.
 • Hands-on involvement from leadership, ensuring momentum never stalled.
 • A client-first mindset, reflected in their focus on accuracy, transparency, and communication.

This mindset made them not just a client—but an ideal partner in co-creating a modern accounting system built for long-term growth.

Are there any areas for improvement or something SFIR Consulting Ltd. could have done differently?

Overall, we won't be able to see a better outcome from the one we had so we're pleased with the service received

BACKGROUND

Please describe your company and position.

I am the President of Amazing Business Results

Describe what your company does in a single sentence.

CRM Automation

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SFIR Consulting Ltd. to accomplish?

• Accounting system migration
• Bookkeeping
• Tax Returns

SOLUTION

How did you find SFIR Consulting Ltd.?

Referral

Why did you select SFIR Consulting Ltd. over others?

Referred to me

How many teammates from SFIR Consulting Ltd. were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

I spent over a year trying to migrate my QuickBooks data to Zoho Books, working with several vendors—none of whom could get it right. Then I reached out to Simon from Sfir Consulting, as I had heard he’s the best in this field. Within just two weeks, he completed the migration flawlessly.

Since then, Sfir Consulting has been handling all of my personal and business finances, and I couldn’t be happier. Their expertise, reliability, and efficiency have made a huge difference. Highly recommended!

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The project delivered several measurable outcomes that clearly demonstrated progress and success:

Data Accuracy:
We achieved a 100% accurate migration of financial data from QuickBooks to Zoho Books, verified through cross-system reconciliation.

Time Savings:
Manual entry and reconciliation tasks were reduced by over 70%, freeing up valuable internal resources.

Operational Efficiency:
The new system streamlined financial workflows, resulting in faster month-end closing times—down from 10 days to just 4 days.

User Adoption:
Post-implementation training led to a 100% adoption rate among finance team members within two weeks.

Ongoing Impact:
Since the migration, the client has entrusted us with managing all their financial processes, both personal and corporate—a strong indicator of client satisfaction and trust.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Sfir Consulting’s project management was outstanding. They maintained clear timelines, set realistic expectations, and delivered every milestone on or ahead of schedule. Communication was consistent throughout the project, with regular updates and prompt responses to any questions or requests.

What impressed me most was their ability to adapt to our specific needs. Whether it was adjusting the approach, answering detailed financial questions, or providing additional training, they were always responsive, professional, and solution-oriented.

Their structured yet flexible approach made the entire experience smooth and stress-free.

What was your primary form of communication with SFIR Consulting Ltd.?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed me most about Sfir Consulting was their deep expertise combined with a personal, hands-on approach. They didn’t just treat the project as a technical task—they took the time to understand my business, anticipate challenges, and tailor the solution accordingly.

Their ability to deliver a flawless migration after others had failed, and to do it so efficiently, really set them apart. On top of that, their responsiveness, transparency, and genuine commitment to client success made them feel more like a trusted partner than a typical service provider.

Are there any areas for improvement or something SFIR Consulting Ltd. could have done differently?

Nope. I am a raving fan!