Welcome to Your Client Dashboard
Take the Tour Video
I am super excited to welcome you to your member dashboard.
When you first sign up it can be little confusing. So your first step is to watch the take the tour video of your membership benefits so you know what's available to you and next steps.
Start by clicking on the Get Started button to get going.
Please do not hesitate to drop us a quick email if you get stuck or have any questions!
Your Membership Benefits
Priority Q&A Access:
No more wasting hours Googling bookkeeping questions.
As a member, you can send in your questions and get direct responses from someone who knows your books and your business. Ask questions via email, portal, or private support ticket.
Response times within 1 business day. No extra hourly charges or “surprise” invoices.
Essential Tools & Templates:
You’ll get access to a library of tools designed to help you stay organized and proactive with your finances. Month-end checklists, categories quick guide, records retention guides and how-to tutorials for QuickBooks.
Monthly Live Q&A & Co-working Sessions: *
Ask questions, submit reports, and get clear, actionable feedback. You can even use this time to schedule in your bookkeeping and hold yourself accountable to make sure you get it done every month.
Personalized Bookkeeping Check-Ins:
Get expert eyes on your numbers to ensure your books are in tip-top shape and tax ready.
Know when something’s off before it becomes a problem. Get answers on how to clean up or correct common errors.
Optional Add-Ons & Support Upgrades:
Need help with something more in-depth? Or getting behind?
As a member, you’ll have the option to book discounted DFY Support services when needed.
SOS Services
One-time catch up or clean-up projects
Cash flow Planning
1:1 VIP Coaching
*Monthly live Q&A and Co-working Sessions will not be recorded. To get the most out of them and to stay on top of your books, we recommend showing up live. If you have to screen share, we will go into a breakout room with you if you aren't comfortable screen sharing in the group
HELP DESK
Support Hours: M - F 9:00am - 4:00pm Pacific
Response Time: 1 to 2 hours during regular support hours except weekends and holidays and when offices are closed for company events.
If a request is received after 4:00 p.m. Pacific Time on a Friday, a response will be sent on the following Monday (excluding holidays). For any documents that need review, please allow 3 business days for a response.
Tools & Resources
These tools and resources are designed to help you stay organized and proactive with your finances.
Click the quick-access links below to open each resource, so you can view them anytime you need.
Quick Access Menu
Need quick access to your resources? Click the buttons
below to get quick access.
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DISCLAIMER: While we strive to provide valuable guidance and support, individual results may vary and are dependent on factors such as individual effort and implementation. We are not liable for any outcomes resulting from the use of our services or products. Clients are responsible for their own actions and results.
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