DX Financial Solutions

About

Bookkeeping and tax preparation services for your small business.

Story

DX Financial Solutions is a service based company, providing accounting and bookkeeping services to small businesses and non-profits, specializing in QuickBooks.

Mission

The mission of DX Financial Solutions is to provide accounting and bookkeeping services to small businesses, with absolute moral and financial integrity, precision and promptness.

Products

Description of Services:

New Company Setup:
For brand new companies or for companies that want to start using QuickBooks® for the first time. We can also convert a company QuickBooks® Online file to a QuickBooks® Desktop version, and vice versa.
We create a QuickBooks® file for the company and enter all company, customer, vendor and employee data, and essentially prepare the QuickBooks® file with a specific start date for the company to begin using forward.

Monthly Full Service Bookkeeping
On a monthly basis we enter all accounting transactions into the QuickBooks® company file. This includes bank and credit card accounts and all customer and vendor transactions. We also perform the bank reconciliation.
We run the scheduled payroll, handle payroll liability payments, as well as prepare and file the corresponding tax returns.

Quarterly Tune-up
We review the company’s QuickBooks® file and identify errors or improper use of the software. We make suggestions for improvement and upon approval execute those suggestions in the company’s file.

Troubleshooting
Although similar to the Quarterly Tune-up, Troubleshooting involves specific issues the company is having problems with. We identify the corresponding solutions and fix them upon approval.

Payroll
Payroll is included in the Monthly Full Service Bookkeeping, but we also offer this as a stand alone service.

QuickBooks® Training
We offer training to companies wanting to improve their skills with QuickBooks®, or just need help with specific features.