Clear, Compliant,
and Customized
Accounting, Finally
Dreamforge Advisory helps small business owners get unstuck, clean up their books, and put financial systems in place that make sense.
Our Philosophy
Accounting You
Can Actually
Understand and Use
Most small business owners know they should be on top of their finances—but bookkeeping confusion, tax deadlines, and scattered systems make it hard to keep up.
At Dreamforge, we don’t throw spreadsheets at you. We step into the mess with you, create a clear plan, and manage the details so you can move forward with confidence.
Core Services
What We Do for Business
Owners Like You
BUSINESS STARTUP & TAX STRATEGIES
Want to launch your business but don’t know where to start? Or maybe you’ve already started and realize you don’t have the right systems in place?
We design and implement an accounting system that aligns with your unique business model—whether you’re just getting started or need to overhaul what you’ve got. From choosing the right entity to creating a proactive tax strategy, we’ll help you build a strong financial foundation that sets your business up for long-term success.
Common scenarios we help with:
- You’re starting a new business and need help registering, setting up QuickBooks
- You’ve been operating for a while but don’t have organized books or a proper accounting system in place.
- You’re not sure if your current business type (LLC, S-Corp, or sole proprietorship) is still the best fit for tax savings.
Management Reporting & Insights
UNDERSTAND YOUR NUMBERS. STRENGTHEN YOUR DECISION.
We help you make sense of your numbers—turning financial reports into real understanding. You’ll learn what your financial statements are telling you, where your
business stands, and how your results impact your taxes and overall financial health.
DELIVERABLES MIGHT INCLUDE
- Monthly or quarterly management report packet
- Key tax insight notes and recommendations
- Action list of next steps to improve financial performance
Back Tax Clean Up & Catch Up
Behind on books or tax filings? We’ll help you catch up- quickly and without judgement.
We clean up prior years, get your filings current, and put a system in place so it’s easier to stay organized moving forward. Whether it’s one year or several, we’ll handle the details so you can focus on your business again.
This Might Include:
- Rebuilding prior-year books and reconciliations
- Preparing and filing late or amended tax returns
- Resolving notices, penalties, and payment plans
- Transitioning from “no system” or DIY bookkeeping to clean, compliant records
Ongoing Compliance (Bookkeeping &Tax Preparation)
STAY IN GOOD STANDING WITH CONFIDENCE
Avoid late fees, missed deadlines, and compliance headaches. We build out a simple plan and timeline that makes it easy to stay aligned with tax agencies and financial requirements.
We Help With:
- Monthly bookkeeping and reconciliations
- General Excise Tax Filings
- Annual business and personal tax return preparation
- 1099 filing and payroll coordination
- Year-end close and review for next year’s tax planning
You’re Running A Small Business And Feel Lost When It Comes To Your Numbers
You've Been
Meaning To "Get Caught Up" For Months
(Or Year)
You’re Tired Of
Being Unsure
About What
You Owe And
When
You Want A
Human To Guide
You—Not Just Software
How We Help
A Simple Path to
Financial Confidence
01
Free
Consult
Let’s talk about where you’re at
and what’s stressing you out.
02
Deep Dive &
Action Plan
We’ll review the details, create a plan,
and begin the work.
03
Clean, Clear, and
Under Control
Your finances are finally working
for you—not against you.
We’ve Helped Over 200 Business
Owners Get Back on Track
Whether you’re months behind or just need a better way to manage your books, we’ll
help you breathe easier, make smarter decisions, and stay compliant.
