DFD-CPA ONLINE CLOUD ACCOUNTING
MAKE YOUR BUSINESS THRIVE
Let DFD-CPA Online Take Your Accounting To The Next Level
Cloud Accounting
We introduced new technology in order to help our clients better control their businesses. As a result, we created a new “virtual branch” named DFD-CPA ONLINE a professional online accounting practice, offering stress-free accounting and tax services and serving small businesses and individuals all over Canada.
With us, you’ll never have to worry about the numbers again. You’ll be able to focus on your business. That’s why our clients love us.
DFD-CPA ONLINE is the new virtual wing of the DFD Chartered Professional Account Inc. (DFD-CPA), an already well-established professional accounting firm, dating since 2004.
Cloud technology is here and we have many years of experience. Cloud accounting software is similar to traditional, on-premises, or self-install accounting software, only that the accounting software is hosted online. Data is sent into “the cloud,” where it is processed and returned to the user. We use modern online/cloud accounting software, apps, and products that are secure, continuously updated and backed up.
Using the cloud makes it easier for you to access data quickly, accurately, and safely anytime, anywhere. It saves time and accounting fees and it provides simple, 24/7 accessibility of secure real-time information, as well as a powerful cloud-secure environment to support all daily business operations that can be made available team-wide.
You run your business and its books run by themselves, while your dedicated accounting professional team reconciles accounts monthly and provides on-demand financial guidance- just a phone call, chat/email/WhatsApp message away. Our accounting professionals use AI automation with the best financial tools to manage your books efficiently, keeping your bookkeeping and accounting costs low.
We provide technology-backed accounting services to our clients ranging from monthly bookkeeping services, payroll, corporate accounting, tax filing, tax and financial advisory, and strategic planning.
Our cloud-based software and apps are designed to simplify your accounting with an expert team to assist you. We integrate our system to work with your business so that you can access everything remotely. Then, we’ll teach you how to use the software comprehensively so that you’re comfortable and confident with the new system.
A cloud accounting service eliminates the need for you to hire an accountant or bookkeeper but you are sure that everything is done under a CPA’s permanent supervision, support, help, and guidance. It also provides real-time financial reports.
By using cloud technology for accounting purposes, we are able to give our clients full transparency. This way you are able to have access to a CPA accountant while also being able to access your accounting data, financial statements, and reports without having to physically meet someone. There’s no need to physically store and manage paper documents – it’s all organized neatly online so everything can be found in a pinch.
If you want your business to work smarter and faster, DFD-CPA CLOUD ACCOUNTING is a wise option. Working in the cloud will give you a better overview of your finances, and improve collaboration with your team and your CPA accountant.
Call us now to find out how it works!
OUR SERVICES
WHY CHOOSE DFD-CPA ONLINE?
HOW DOES IT WORK?
Contact us to book a complimentary phone or video chat. Because everything is online, we work with clients across Canada.
We’ll get together and talk about your business. We know that each business’s pain points and needs are totally unique, so we’ll dig into what’s giving you the most headaches and sleepless nights. We’re like your accounting therapists.
Give us the keys, and we’ll drive. We’ll conduct a full analysis of your current accounting systems, technologies, and processes to help us determine the best ways to use cloud accounting tools to streamline your operations.
CLOUD ACCOUNTING FEATURES
Pay Bills
Track and pay bills on time. And get a clear overview of accounts payable and cash flow.
Claim Expenses
Simplify employee expense claims. Scan receipts, download, capture costs, submit, post expense transactions with 1 click, claim sales taxes, approve, reimburse, and view spending.
Connect Your Bank
Connect your bank and set up bank feeds. Transactions flow securely straight into our Cloud each business day.
Instant invoice payments online
Accept payments online and get paid up to twice as fast by connecting to Stripe, Square, PayPal, GoCardless, and others.
Track project profits
Quote, invoice, and get paid for jobs, plus keep track of time, costs, and project profitability within our system.
Bank Reconciliation
Keep your financials up to date. Categorize your bank transactions each day using our suggested matches.
Sales tax
Automatically calculate sales taxes on transactions and use reports to prepare and file GST, HST, and PST tax returns (including electronic remittances).
Capture data
Get copies of original documents and key data into the online accounting software automatically without manual data entry using Dext Prepare.
Files
Use our online filing system. Manage and share documents, contracts, bills and receipts safely from anywhere, with our unlimited online client portal.
Reporting
Track your finances with accurate accounting reports. And collaborate with your advisor online in real-time.
Inventory
Keep track of what’s in stock with inventory software. Populate invoices and orders with items you buy and sell.
Multi-currency accounting
Pay and get paid in over 160 currencies, with up-to-date exchange rates and instant currency conversions.
INCLUDED SERVICES
All services include the following (depending on your needs)
OPTIONAL SERVICES
All the packages are subject to a setup fee that can vary between $350 and $750 plus tax.
FREQUENTLY ASKED QUESTIONS
We estimate your monthly fee based on transaction volume. For example, a supplier’s invoice to you that you need to pay would be reflected as 2 transactions: 1 for the entering of the bill, and 1 for producing a corresponding check/payment. If you’re not sure, don’t worry. We can help you assess your transaction volume.
We work with a number of desktop and cloud-based accounting applications. We can either carry on and transition to our services with your existing software or plan a migration path to another solution that may better fit your needs during our onboarding process.
We have a number of options depending on your situation. If you have a large number of paper documents that we need to get started with, we will arrange for those to be delivered to our office and then returned to you.
For ongoing bookkeeping, we can implement a very simple and easy-to-use document management workflow that is cloud-based which allows you to upload documents by email, web browsers, scanner, or smartphone.
We also have a tool to securely download your bank and credit card statements automatically every month without the need for you to regularly log in. Should this be required, we can help set this up for you.
Once we have your information, leave the rest to us!
Absolutely, we can work with you to design a package and workflow that meets your requirements. The above is just a template that most businesses use. You may wish to retain certain functions and/or include additional tasks. If you fill out our custom pricing quote form, we can better determine your monthly cost.
Yes. While many clients choose fixed-fee pricing, we can do hourly engagements as well. Please contact us for more information.
OUR PARTNER PROGRAMS
We’re different because we take care of you differently.
We have a 100% client satisfaction score because we invest in understanding your business needs, provide transparent pricing, and reliable service. We generally don’t bill by the hour and help clients with emerging needs – from filing payroll returns to preparing investor reports.
We know what it’s like to work with unresponsive business partners, which is why we serve you the way that works best with your business needs. We ensure quick communication, transparency, and high-quality standards of professional conduct and services.