CLOUD ACCOUNTING

MAKE YOUR BUSINESS THRIVE

Let DFD-CPA Take Your Accounting To The Next level

CLOUD ACCOUNTING

We introduced new technology in order to help our clients better control their businesses.

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 the accounting software is hosted on our servers. Data is sent into “the cloud,” to us where it is processed and returned to the user. We use modern online/cloud accounting products that are secure, continuously updated and backed up.

Using the cloud makes it easier to access data quickly, accurately, and safely anytime, anywhere. It provides simple, 24/7 accessibility of secure real-time information, as well as powerful cloud secure environment to support all daily business operation that can be made available team-wide.

Cloud Accounting Montreal

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 support, help and guidance. It also provides the computer program for you to generate your own financial reports. The Internet service acts as your virtual finance manager, categorizing your financial transactions according to generally accepted accounting practices. 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 Montreal accountant while also being able to access your financial statements and reports without having to physically be present.

If you want your business to work smarter and faster, 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.

Call us now to find out how it works!

WHY CHOOSE DFD-CPA?

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.

expenses

Claim Expenses
Simplify employee expense claims. Capture costs, submit, approve and reimburse claims, and view spending.

Connect Your Bank
Connect your bank and set up bank feeds. Transactions flow securely straight into our Cloud each business day.

invoice payments

Instant invoice payments online
Accept payments online and get paid up to twice as fast by connecting to Stripe, 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

Bank Reconcilation
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 GST, HST, and PST return reports.

Capture data

Capture data
Get copies of original documents and key data into Xero automatically without manual data entry using Hubdoc.

Manage Files

Files
Use our online filing system. Manage and share documents, contracts, bills and receipts safely from anywhere.

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

CHOOSE YOUR PLAN

Montly
Basic
75 $
Monthly

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Monthly
Basic
125 $
Plan A

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Monthly
Basic
150 $
Plan A

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OUR PARTNER PROGRAMS

LET'S TALK.

Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.