D.Financia offers monthly bookkeeping, bank and credit card reconciliation, accounts receivable and payable management, transaction categorization, bookkeeping cleanup, QuickBooks Online setup, and customized Excel reporting.
Everything you need to know before you begin.
D.Financia offers monthly bookkeeping, bank and credit card reconciliation, accounts receivable and payable management, transaction categorization, bookkeeping cleanup, QuickBooks Online setup, and customized Excel reporting.
No. D.Financia specializes exclusively in bookkeeping and maintaining well-organized financial records. Tax, legal, and audit services are not provided.
Fees are based on transaction volume, the number of bank and credit card accounts, the complexity of your records, the current condition of your books, and any additional reporting needs. Contact us for a customized quote.
Yes. Bookkeeping services are provided online, allowing remote collaboration with clients in different countries, depending on the requirements of each engagement.
QuickBooks Online is the primary area of expertise, along with Microsoft Excel for customized reporting and financial data analysis.
Yes. Cleaning up disorganized, incomplete, or incorrectly categorized QuickBooks records is one of the core services provided.
Yes. QuickBooks data can be exported and organized in Microsoft Excel to create customized management reports, transaction analyses, and data summaries.
Client financial information is handled with complete privacy and professional discretion throughout every stage of the engagement.