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Intro to quickbooks

Think of DFS Partners as your outsourced or fractional CFO. Instead of hiring a full-time employee, DFS Partners offers outsourced financial consulting to help entrepreneurs to manage and outsource their financial operations and reporting. 

Remote Controller: Your Outsourced CFO

DFS Partners saves your small business money. By using our fractional/outsourced CFO services, you can avoid the additional cost of hiring a full-time CFO or accountant. Using QuickBooks Online, DFS Partners LLC can remotely provide the financial services you need for your business on a part-time or per-diem basis, such as financial management, payroll, and reporting. We can provide virtual cloud-based management and reconciliation for your business accounts in QuickBooks, regardless of your location.

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

  • Monthly or quarterly financial statement preparation, including P&Ls

  • Trend analysis to identify opportunities and risks in your business

  • Regular account reconciliations

  • Customer account management and updating

  • Payroll management, processing, and reporting

  • Troubleshooting data and accounting problems

  • Outsourcing customized invoicing and faster receivables collections and accepting credit card payments remotely.

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

DFS Partners LLC and QuickBooks, Norwalk
Remote Controller QuickBooks
Matthew D'Alto QuickBooks Online Certifi

Consulting for QuickBooks

DFS Partners LLC meets you wherever you are in your QuickBooks adoption and learning curve. We can help entrepreneurs get started with QuickBooks Online or even provide current users with training or answers to make you more self-sufficient:

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

  • QuickBooks Online Migration: We can assist you in migrating your current financial data to QuickBooks Online, whether you are currently QuickBooks Desktop customer, or using another solution for your accounting needs.

  • Subscription Selection: We will counsel you on how to choose the right QuickBooks Online subscription plan for your business.

  • Set Up: We will help you set up your QuickBooks Online for your individual business accounts, project accounting, invoicing, chart of accounts, and other unique company needs. We can do all of the work for you, or ease you into working in QuickBooks Online yourself.

  • Training: We can train you 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.

Consulting for QuickBooks
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