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 “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 Accounting Montreal

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 or on our servers. 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 we’ll run your books. Your dedicated accounting professional reconciles accounts monthly and provides on-demand financial guidance – just a 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.

CPA CLOUD ACCOUNTING

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?

Automated and Paperless

Filing folders, cabinets, shoe boxes… time to forget them. Your team of virtual accountants uses smart tech that automates parts of the accounting process, which means everything is totally paperless. Less work, less waste, and less harmful for the environment.

Fixed Pricing

Our focus is on quality, not how many hours we can spend on a deliverable. In turn, you pay for a result, not for time spent. No hourly charges. No surprises. You’ll receive a Value-based fixed monthly fee that covers everything you need. Of course, at the client’s request or for special projects, we can commonly agree on hourly engagements or custom packages as well.

Dedicated Accountants

Your focus should be on growing your business, plain and simple. Our focus is your success, which means we need to be accessible and responsive. We make sure that a quick turnaround for any accounting or tax question is a top priority. We offer unlimited email, online, and telephone support.

We assign a dedicated accounting professional to each one of our clients during onboarding and thereafter during our journey. Our professionals make themselves available for you from anywhere at any time.

Accounting, Anywhere

We use cloud-based solutions to help you run your business on the go.  We work with clients all across Canada – from Vancouver to Calgary and Toronto to Halifax  – we have you covered!

Industry Experts

We have expertise in several industries: medical, professionals, real estate, construction, e-commerce, startups, investors.

Unlimited Timely Support

Fast, same-day responses to your tax, accounting and tech questions.

Unlimited Training

We’ll walk you and your team through everything they’ll need to do their job properly.

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

BOOKKEEPING PRICING PACKAGES

Fixed Fee or Hourly Pricing – Seamless Onboarding and Transition – Bookkeeping Help Desk
No Locked in Contracts – Catch Up Services

We offer a variety of fixed fee monthly bookkeeping pricing packages that can suit any business, small or large. While these packages act as a general guideline to let you know where you might fit in, each package can be customized based on your needs. Please contact us for a complimentary assessment and a custom quote.

Need catch-up bookkeeping services?
If you’re behind on your books, tell us about your situation — get in touch and we’ll see how we can help.



Accounts

Free Trial

Projects

STARTER 

$250

PER MONTH

Up to 25 Transactions

1-2 Employees

1-2 Credit/Bank Accounts

BUSINESS

$499

PER MONTH

Up to 50 Transactions

Up to 5 Employees

Max 5 Credit/Bank Accounts

PREMIUM 

$950

PER MONTH

Up to 100 Transactions

Up to 10 Employees

Max 10 Credit/Bank Accounts

ENTERPRISE

$1999

 PER MONTH

Up to 200 Transactions

Up to 25 Employees

Max 20 Credit/Bank Accounts

INCLUDED SERVICES 

All services include the following (depending on your needs)

  • QuickBooks Online (Essentials or Plus – value of $40 respectively $60 per month)
  • Sage 50 / 50Cloud (Pro or Premium- value of $55 respectively $77 per month)
  • QuickBooks Online or Sage 50Cloud mobile app
  • Online Portal Document Management App (Value of $25 per month)
  • Dext Prepare Dext – Prepare with ReceiptBank with mobile app (Value of $32 per month)
  • Bank and Credit Card Reconciliations
  • Post vendor bills, expenses and bank transactions
  • Sales Tax (HST/GST and PST/QST) Reconciliation
  • Unlimited email, WhatsApp, online and telephone support
  • Periodic Financial Reporting

OPTIONAL SERVICES

  • Payroll & Payroll Tax Filing
  • Financial Statements
  • Inventory Management
  • Fixed Asset/Amortization Tracking
  • Year-End Accounting Prep
  • Startup and Small Business Consulting Services
  • Tax planning and consulting
  • Cash flow
  • Invoicing & Accounts Receivable
  • Electronic Payment Workflow
  • Electronic Payment Workflow
  • KPI & Cashflow Reporting
  • Migration Services
  • App Software Selection
  • Budgeting
  • Forecasting

FREQUENTLY ASKED QUESTIONS

What is a Transaction?

We estimate your monthly fee based on transaction volume. For example, a supplier’s invoice to you which you need to pay would be reflected as 2 transactions: 1 for the entering of the bill, and 1 for producing a corresponding cheque/payment. If you’re not sure, don’t worry. We can help you assess your transaction volume.

Do you offer desktop or cloud accounting services?

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.

How do you collect documents from your clients?

We have a number of options depending on your situation. If you have a large amount of paper documents that we need to get started, 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 browser, 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 login. Should this be required, we can help set this up for you.

Once we have your information, leave the rest to us!

Are there custom packages available?

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.

My business activity fluctuates greatly. Are there hourly rates available?

Yes. While many clients choose fixed fee pricing, we can do hourly engagements as well. Please contact us us for more information.

OUR PARTNER PROGRAMS

Wage point
Wage point certified
Dext Prepare
Wave accounting software

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 wage subsidies with CRA 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. We ensure quick communication, transparency, and high-quality standards of professional conduct and services.

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.