Bookkeeping, Advisory, and Coaching
for Growing Businesses
Get the support you need to achieve your dreams.
Why is Bookkeeping so Important?
Maximize tax deductions at a lower cost than if a CPA did your bookkeeping.
Stay compliant with the IRS and other governmental agencies.
However, this is just the beginning of good business finance.
A good bookkeeper also:
Gives consistent, personal attention with a focus on business management. This gives you the confidence to grow in the direction of your dreams.
Says, "You're not alone in your business!" I'm building a business too, and I've learned a thing or two. Let me support you as you build your business.
Focused on more than taxes. We partner with you throughout the year so you can know exactly where your business is every step of the way.
Who We Are
We've heard enough horror stories within the accounting industry that accountants aren't responsive or are over-priced. We're here to counter that.
Knowledgeable Expertise
Dependable, Reliable, Approachable
Integrity
Understanding your finances is crucial to your business, and it should be the bare minimum to ask for in a bookkeeper. Above that, your accounting team should be excited to talk with you, return communications in a timely manner, and above all, you should TRUST them and their advice.
If that doesn't sound like your current bookkeeper, perhaps it's time to contact us.
Our Services
Whether you are just starting out, eyeing your first million-dollar year, or going to the next level to scale your business, we have a solution that will fit your needs and budget.
Bookkeeping
Done FOR You
Best for business owners who are bringing on their first employees, or have been established for a 1-2 years.
Monthly reporting with a one-to-one check-in for deeper questions and insights by a business coach.
Bookkeeping Training (Done WITH You)
Best for solopreneurs who are just starting out and have a tight budget. Learn to do your own bookkeeping, not in theory, but through your actual expenses and income.
Most clients needs this for 4-6 months and then they are able to take control of their own finances. When the time is right, clients with this knowledge will be knowledgeable and confident to ask the questions needed to find the right bookkeeper for their business.
Trusted Advisory, CFO, or Business Coaching
Plan your business' future with business advisory and/or coaching.
Exclusive to clients who are serious about growing in the next 18-24 months, getting ready to sell, or make other major changes.
We'll start with a diagnostic of your current financials and create a strategic plan based on your goals. From there, we meet regularly to ensure you are on target with the right action plan to create the future of your dreams.
About Us
I dream of a world where every person is empowered to be their best self possible, has enough to thrive and to be generous, and works and plays in their personal zones of joy and purpose.
We are here to compassionately help you grow in the direction of your dreams. Dare to live the life you imagine!
I know this isn't the usual thing you see on a business financial website, But this is our reason for existence here at Dream Builder CFO & Bookkeeping.
We are a little different. We excel at doing your books and getting clean financial reports, yes. But our purpose is to empower you to live your best life, personally and professionally.
We believe money and a sustainable business model is only part of what makes us human. We're here to make sure that is as easy for you as possible so that you can be the rest of what makes you uniquely you.
What Clients are Saying
What Clients Say...
Jim R. says,
"Sarah is true to the name Dreambuilder. We engaged her when our business was tiny, and she created a plan that grew with us. There was some cleanup to do since we had not used a bookkeeper before, and Sarah did the heavy lifting to get us squared away. We have experienced exponential growth and Sarah has scaled with us beautifully."
Payan & Payan CPA says,
"We are a small tax firm that has referred Dreambuilder Bookkeeper to several of our clients over the past couple of years. Our clients have all really loved working with Dreambuilder Bookkeeper! She has made our jobs so much easier because we now get financial statements for our clients that are perfectly reconciled and tied to all of the reports we need."
Syd F. says,
"I called Sarah in a pinch through a friend's recommendation when my original bookkeeper couldn't help me... It's been worth every cent of my sanity to know that someone I can trust is running my books and is a great communicator."
Frequently Asked Questions
Q:
What exactly does a bookkeeper do, and how is that different from a CPA?
A bookkeeper handles the financial tracking for your business — entering transactions, categorizing expenses, reconciling bank accounts, and making sure your books are clean, accurate, and up-to-date.
A CPA (Certified Public Accountant), on the other hand, typically steps in for tax preparation, audits, or high-level financial analysis. They often rely on the work your bookkeeper does to file accurate tax returns or give tax advice.
In short: bookkeepers keep the records tidy and usable, while CPAs use those records to do the big-picture tax and compliance work. Most small businesses need both — but your bookkeeper is often the one you talk to more regularly and rely on for making everyday decisions.
Q:
I feel overwhelmed by my numbers — how do you help me understand what the reports are telling me?
First of all, you’re not alone. Most business owners feel the same way.
I help you translate your numbers into a relatable story — so instead of just seeing a spreadsheet full of transactions, you'll start to see patterns and how you can make better decisions going forward.
Depending on what you need, we might:
Review your reports together and discuss what they actually mean,
Set up a money dashboard so you can track your goals clearly,
Or use your numbers to coach through things like pricing, growth decisions, or whether you’re paying yourself enough (or at all).
This isn’t just about getting your books “done.” It’s about helping you feel confident, clear, and in charge of your business — not buried under it.
Q:
Do I really need bookkeeping if I’m just starting out or not making much money yet?
Yes — especially if you’re just starting out. Regardless of when you started or how big your business is, you need to know what’s coming in, what’s going out, and whether you’re building something sustainable.
Whether you want me to handle it, coach you through it, or teach you how to do it yourself, the goal is the same: get your money organized early so it doesn’t become a mess later. That way, you’re not guessing at tax time, flying blind on pricing, or wondering why the bank account feels empty when you're “doing okay.”
Bottom line? You don’t have to be making millions to treat your business like it matters.
Q:
What’s included in bookkeeping? Do you do clean up or catch up work? Do you work remotely?
Yes, yes, and yes.
My monthly bookkeeping services include all the essentials:
✅ Recording and categorizing your income and expenses
✅ Reconciling bank and credit card accounts
✅ Monthly reports that actually make sense to you
✅ Ongoing communication so you never feel alone or confused
If your books are a mess — or haven’t been touched in months (or years) — don’t worry. Cleanup and catch-up are part of what I do, and you’re not the only one who’s behind. We’ll sort it out without shame or stress, just step-by-step progress toward clean, usable books.
And no, you don’t need to be local! I work virtually with all clients across the country using secure systems and cloud-based tools like QuickBooks Online, so you can get professional support no matter where you live or work.
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