DFS Partners offers a variety of outsourced financial consulting and training for QuickBooks Online (QBO) to help entrepreneurs to learn, manage, or outsource their financial operations.

Consulting for QuickBooks

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DFS Partners LLC can help entrepreneurs get started with QuickBooks Online:

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• Certified QBO ProAdvisor: We are QuickBooks Online-certified by Intuit. Take advantage of our expertise in QuickBooks Online (QBO)

• Subscription Selection: Choose the right QuickBooks subscription plan for your business

• Set Up: We will help you set up your QuickBooks Online for your individual business accounts, project accounting, invoicing and other unique company needs.

• Training: Get trained on QuickBooks Online so you can be your own CFO (if desired)

• Discounts: We can often offer new QuickBooks Online customers significant and permanent discounts to regular QuickBooks subscription pricing. Ask us about discounts on QuickBooks monthly subscriptions.

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Remote Controller​

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With your explicit permission, DFS Partners LLC can remotely provide a variety of CFO-like services for your business, such as financial management and reporting, through QuickBooks Online accountant tools. We can provide cloud-based management and reconciliation for your business accounts in QuickBooks, regardless of your location.

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Here are some examples of services we offer to business owners:

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• Monthly or quarterly financial statement preparation

• Regular account reconciliations

• Customer account management and updating

• Payroll management and processing 

• Troubleshooting data and accounting problems

• Customized invoicing and payment collection

• Securely establish who has access to what information (for example, your bookkeeper, accountant or tax advisor) in your QuickBooks Online data.