Your Client Dashboard

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Welcome to Your

Client Dashboard

This is your main hub for accessing all the benefits of your membership

Quick Access Menu

Need quick access to your resources? Click the buttons

below to get quick access.

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 (based on tier). No extra hourly charges or “surprise” invoices

  • Essential Tools & Templates:

    You’ll get access to a growing library of tools designed to help you stay organized and proactive with your finances. Month-end checklists, Expense tracking worksheets, Quarterly prep guides

    How-to tutorials for QuickBooks or Xero.

  • 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

    Cashflow Planning

    Year-end prep sessions

*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 - 5:00pm PST


Response Time: 1 to 2 hours during regular office hours except weekends and holidays and when offices are closed for company events

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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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