Your Business Is Growing. Your Finances Shouldn't Feel This Heavy.
If managing the financial side of your business constantly feels like something you're trying to catch up with, you're not alone.
Stressed Every Tax Season.
Tax season should not be the first time you start trying to understand what happened with your business finances all year.
Unsure What You Can Pay Yourself.
When your numbers are unclear, it becomes harder to know what your business can comfortably afford to pay you.
Books Are Months Behind.
Falling behind makes every financial decision harder because you're trying to run the business without an accurate picture of where you stand.
Three Steps. More Clarity.
Free Call
We look at where you are.
We Take Over
We take over the books, taxes, and deadlines.
Monthly Session
You finally understand your numbers.
Dream Finance Therapy™ Plans
Choose The Support That Fits Your Business.
Starter
- Up to 75 monthly transactions
- Quarterly reports
Every Plan Includes:
- Monthly bookkeeping — books closed and reconciled, every month.
- Taxes handled — quarterly estimates and your annual business return. No April surprises.
- Compliance covered — annual reports, licenses, and deadlines tracked for you.
- Monthly 1-on-1 finance session — your numbers explained with clarity, not judgment.
Growth
- 76–150 monthly transactions
- Monthly reports
Every Plan Includes:
- Monthly bookkeeping — books closed and reconciled, every month.
- Taxes handled — quarterly estimates and your annual business return. No April surprises.
- Compliance covered — annual reports, licenses, and deadlines tracked for you.
- Monthly 1-on-1 finance session — your numbers explained with clarity, not judgment.
Scale
- 151–250 monthly transactions
- Full financial reports + analysis
Every Plan Includes:
- Monthly bookkeeping — books closed and reconciled, every month.
- Taxes handled — quarterly estimates and your annual business return. No April surprises.
- Compliance covered — annual reports, licenses, and deadlines tracked for you.
- Monthly 1-on-1 finance session — your numbers explained with clarity, not judgment.
S Corps, C Corps & Partnerships: +$59/mo. Own more than one business? Ask about our multi-business discount.
Book your free call today → 424-400-7793
Everything Your Plan Already Covers.
Dream Finance Therapy™ is built to keep the financial side of your business organized, compliant, and easier to understand without forcing you to manage every moving piece alone.
Book Your Free CallMonthly Bookkeeping
Books closed and reconciled every month.
Taxes Handled
Quarterly estimates and annual business return.
Compliance Covered
Annual reports, licenses, and deadlines tracked.
Monthly 1-on-1 Finance Session
Your numbers explained with clarity, not judgment.
CLEARER.
By Your Second Month, You'll Know Exactly What You Made, What You Owe, And What You Can Pay Yourself.
Danielle M.
“Having monthly support changed the way I look at my business. I'm not waiting until tax season anymore to figure out what's going on with my money.”
Jasmine R.
“The biggest difference for me is clarity. I finally understand what my business made, what needs to be set aside, and what I can comfortably pay myself.”
Ashley T.
“I used to feel behind every single month. Now I know my books, taxes, and deadlines are being handled while I focus on actually running my business.”
Frequently Asked Questions