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.

Matthew D'Alto QuickBooks Online Certifi

Consulting for QuickBooks

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

  • 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.

 

Remote Controller

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.

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

  • 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.

DFS Partners LLC and QuickBooks, Norwalk