top of page
Dream Source
Solutions
Anchor 1
We develop customized solutions to accomplish your priorities in:
ACCOUNTING & FINANCE
• CFO Advisory
• Implement Audit Findings
• Accounting Outsourcing
• Order to Cash Best Practices
• Procure to Payment Best Practices
• Record to Reporting Best Practices
• Implement Audit Findings
• Invoicing
• AR, Collections, AP & Fixed Assets
• Accounting System Migrations
• Payroll
• Financial Statement Preparation
• Management Reporting
• Budgeting & Forecasting
• Treasury & Risk Management
• Bank Refinance Support
• SBA Lending Guidance
• Debt or Equity Raise
• Regulatory & Compliance
• Accounting System Assessments
• Accounting System Implementation
HUMAN RESOURCES
• HR Executive Advisory
• Diversity, Equity & Inclusion
Strategy
• Hire, Attract & Retain Talent
• HR Management
• Employee On-boarding
• Executive Coaching, Mentoring
• Payroll
• Benefit Administration
• Change Management
• Education & Training
We help our clients soar to new heights by implementing best practices in Accounting, Finance, Marketing & HR.
ACCOUNTING & FINANCE
Experience Matters.
CFOs, CPAs, Controllers, Accountants, Internal Audit Staff, SBA and Commercial Banking Experts to name a few of our previous positions. Our talented team in both accomplished and experienced, coming from firms including: Accenture, Arthur Andersen, Deloitte, Dress for Success, Ernst & Young, GE Capital, JPMorgan Chase, News Corp. PepsiCo, Starbucks, and Wintrust Bank — all of which are highly respected firms in the Chicago, Phoenix and New York markets.
Our team opened and implemented numerous clients in the first Shared Service Center in Phoenix, AZ back in the late 1990's providing us experience and knowledge to create a new Digital Outsourcing Practice. We have been helping clients large and small with their outsourcing needs ever since.
Anchor 2
OPTIMIZING ARTIFIAL INTELLIGENCE
IN ACCOUNTING
Technology Matters.
Leveraging the latest technology and optimizing Artificial Intelligence (AI) in Accounting, drives efficiency, accuracy and predictive capabilities for our clients. Expert estimate that AI can automate up to 50% of tasks performed by accountants.
The convergence of retiring CPAs and a diminishing workforce presents a compelling case for the immediate introduction of AI to the field of accounting. With its ability to enhance efficiency, accuracy, and predictive capabilities, AI is poised to revolutionize how accounting services are delivered and consumed. By embracing this technological evolution we show our clients how to optimize AI throughout their accounting processes.
HUMAN RESOURCES
Flexibility Matters.
We recognize the trends in the new Gig Economy and created this firm to allow our talent to leverage technology, implement HR best practices while working within flexible working environments.
Growing organizations require additional resources to manage your workforce. Our team of experts handle all aspects of HR management including employee on-boarding, payroll, benefit administration, talent acquisition, training, employee satisfaction and compliance to ensure your workforce remains compliant with local labor regulations. We focus on your talent while you focus on your business.
Anchor 4
bottom of page