We take care of the FINANCIALS
Free Up Your Time, Energy & Cashflow
So You Can Live Your Dream Life
We offer CFO Services To Business Owners Who Are SERIOUSLY Ready To Level Up
You're Ready For a CFO When...
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You’re looking for expert strategic help to reach your revenue, profit and cash flow goals faster
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You’re already crushing $500k/year + want your business to grow even more
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You realize you're personally at capacity and have become one of the bottle necks in your business
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You want your time back without stalling your business growth
Highly successful businesses didn't get successful with the business owner wearing all the hats.
Hiring a dedicated CFO is a vital component to achieving that success!
Did You Know That CFOs Are:
Here's How It Works:
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We're going to set aggressive but realistic targets for the drivers that impact revenue, profit and cash flow.
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After we are crystal clear about your targets, I’ll update and analyze your numbers, creating a forecast with timelines for each one.
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You’ll receive a score card that shows you exactly what you need to focus on to hit the targets we’ve set together and the action steps necessary to achieve those goals. You’ll walk away knowing exactly what to do to hit that next level.
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Each month, we’ll meet to review your updated scorecard. We will reflect on what's working and analyze what isn’t to refine the process to fit you and your business.
Here’s What Other Business Owners Have To Say:
"As an interior designer, with so many moving parts in my business, I desperately needed help! I was overwhelmed and frustrated with my lack of knowledge and disorganized system. Angie has been an amazing source of support for me. She has provided me with clarity around my numbers and set up my accounting software in a way that makes sense for me. Plus, Angie is a delight to work with - super responsive and friendly! My stress levels drastically reduce each time I talk with her :)" - Alejandra
“Angie is a bookkeeping bodhisattva. She took my dumpster-fire books and forged them into a shiny, glimmering beacon of hope from another dimension. Angie’s patience with human frailty combined with her curious, humble, willing-to-find-the-answers attitude made her my favorite bookkeeper ever…and I have had more than a few!” - David Mucci, Principle Designer
“Angie has been extremely helpful in getting my accounting set up correctly. She is patient and takes the time to make sure that everything is working the way it should. She has taken the time to teach me what I need to do to keep things flowing smoothly moving forward. Angie is wonderful to work with, and a huge asset to my business.”- Heather Fitzer
"Angie has been a wonderful addition to our team. She is detail oriented and works efficiently. She caught on to our system quickly and is easy to work with virtually. It’s been a seamless process to have her do our accounting.” - Lisa Peck
"Angie has been a wonderful addition to our team. She is detail oriented and works efficiently. She caught on to our system quickly and is easy to work with virtually. It’s been a seamless process to have her do our accounting.” - Lisa Peck
"Dreamlife bookkeeping is a reliable, professional, and above all helpful partner in getting your bookkeeping done while you can focus on your business. Angie is a reliable source for information while keeping your bookkeeping on track. If you like to throw your administration over the fence and at the same time want to feel comfortable it's been handled well, Dreamlife Bookkeeping will easily outperform your expectations. I highly recommend Dreamlife Bookkeeping" - Bert T
Frequently Asked Questions
What’s the investment?
Depends on the size of your business. All of our clients pay a custom flat fee per month that is typically covered by the additional profit that comes just from working with us. This is why we have clients that have continued with us for years.
What is the difference between CFO and bookkeeper duties?
A bookkeeper looks at the past, a CFO looks at the whole picture. CFO Edge says, "While the primary function is to look ahead, the CFO must also be able to understand past financial performance in order to accurately predict the organization's financial future." A bookkeeper is responsible for keeping accurate financial records and performing accounting transactions, where a CFO uses that information to determine the best steps forward.
What if I just need bookkeeping services?
We offer that too! Click Hereto learn more!
What qualifications does your team have?
Many of our team members are CPAs, Legal Professionals and Certified Pro-Advisors. You can rest assured that you are working with the highest quality of professionals. We all belong to a large network of financial professionals so if there is a question we have not seen before, we have the resources to find an accurate answer for you quickly.
Do you require a contract?
Nope! No contract is required. However, there are no partial month refunds.
If I have a question, how long does it take to get an email response?
We pride ourselves in being very responsive to our clients' important inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we've received your email and will address it shortly.
How do I get started?
The next step is to book a call. Click the button below to go to my calendar.