Our Services

At Dream Accounts, LLC, we provide bookkeeping and financial leadership designed to meet you where you are—whether you want full-service support or a collaborative workflow. Our services help you stay organized, compliant, and confident in your financial decisions.

Bookkeeping Services

Full-Service Bookkeeping

Let us handle the day-to-day so you can focus on running your business.
We manage all routine bookkeeping tasks, including:

• Categorizing transactions

• Attaching and organizing receipts

• Reconciling bank, credit card, and loan accounts

• Recording sales, expenses, payroll entries, and other financial activity

• Month-end reviews and accuracy checks

• Preparing clean, audit-ready financials

Perfect for business owners who want hands-off financial management.

Collaborative Bookkeeping (Hybrid Model)

Prefer to stay involved? You handle the daily inputs—we verify and ensure accuracy.
You manage tasks such as:

• Transaction categorization

• Receipt uploads

• Bank reconciliations

We review your work for:

• Correct categorizations

• Accurate reconciliations

• Completeness and compliance

• Month-end adjustments

This option keeps costs efficient while ensuring your books remain professional and reliable.

Fractional CFO Services

Strategic financial leadership—at a fraction of the cost of a full-time CFO.

We help you understand the story behind your numbers and build a financial strategy that supports growth. Services include:

• Financial Strategy & Forecasting
  Predict future performance with data-driven financial models.

• Cash-Flow Management
  Ensure your business stays healthy, stable, and prepared for growth.

• Budgeting & Financial Planning
  Build and maintain budgets that guide smart decision-making.

• Profitability Analysis
  Identify areas of opportunity, pricing gaps, and operational efficiencies.

• Improved Financial Systems & Reporting
  Streamline processes, upgrade tools, and create clear reporting structures.

• Capital Planning & Funding Support
  Assistance with loans, investors, and growth capital strategies.

• Support Through Growth & Transitions
  Leadership during scaling, restructuring, acquisitions, or major business shifts.

Whether you’re a start-up building a foundation or an established business preparing for the next stage, we help you move forward with clarity and confidence.

Business & Personal Income Tax Services

We prepare and file accurate, compliant, and timely tax returns for both individuals and businesses.

Business Tax Preparation

• Federal and state business income tax returns

• Schedule C (sole proprietors)

• Partnerships (Form 1065)

• S-Corporations (Form 1120-S)

• C-Corporations (Form 1120)

• Tax planning and estimated tax support

• Year-end review and tax readiness

Personal Tax Preparation

• Federal and state individual returns (Form 1040)

• W-2, 1099, small-business income, investments, rentals

• Amendments and prior-year returns

• Tax planning to minimize liability

We ensure accuracy, compliance, and strategic guidance — no more guessing or last-minute stress.

Financial Clean-Up & Catch-Up Services

If your books have fallen behind, we can get them back on track—fast.
This includes:

• Cleanup of inaccurate or outdated books

• Bringing months or years of transactions up to date

• Rebuilding financial statements

• Correcting categorization errors

• Ensuring compliance and accuracy

No judgment, just solutions.

Why Businesses Choose Dream Accounts

• Flexible options: full-service or collaborative

• Transparent pricing

• Reliable communication

• Strategic financial insight

• Clean, accurate, audit-ready books

• Support that grows with your business