We develop customized solutions to accomplish your priorities in:
ACCOUNTING & FINANCE
• CFO Advisory
• Implement Audit Findings
• AR, Collections, AP & Fixed Assets
• Accounting System Migrations
• Financial Statement Preparation
• Management Reporting
• Budgeting & Forecasting
• Treasury & Risk Management
• Bank Refinance Support
• SBA Lending Guidance
• Debt or Equity Raise
• Regulatory & Compliance
MARKETING & STRATEGY
• CMO Advisory
• Annual Marketing Strategy
• Data Analytics Strategy
• Product Launch
• Digital Strategy
• Public Relations
• Content Creation & Publishing
• Copywriting & Editing
• Design & Art Direction
• Web Developers & Coders
• Digital Builders & User Experience
• HR Executive Advisory
• Diversity, Equity & Inclusion
• Hire, Attract & Retain Talent
• HR Management
• Employee On-boarding
• Executive Coaching, Mentoring
• Benefit Administration
• Change Management
• Education & Training
ESG INTEGRATION SOLUTIONS
• ESG Advisory
• Material ESG Risk Identification
• Create Recommended Disclosures
• Benchmarking - Industry & Competitor
• ESG Integration Roadmap
• KPI's, Tracking & Reporting Requirements
• ESG Communication Strategy
• Corporate Sustainability Organization
• Corporate ESG Policies & Procedures
We help our clients soar to new heights by implementing best practices in Accounting, Finance, Marketing & HR.
ACCOUNTING & FINANCE
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.
MARKETING & STRATEGY
Leveraging the latest technology and the growing trends to join the Gig Economy we created this firm as a innovative way to attract and retain the best talent back to the workforce utilizing digital solutions while delivering excellent & measurable results for clients.
With the rapid pace of digital innovation in the marketing industry, one size does not fit all. Our team of Marketing Strategists excel at helping define or refine your marketing strategy while matching your goals and objectives with the latest digital tools and people to execute your marketing plan. We coordinate the execution with a team of talented resources including; Designers, Digital Marketing Strategies, SEO/SEM Experts, Marketing Coordinators, Copywriters, Proofreaders, Editors, PR Strategists, Photographer, Web & Video Producers, Presentation & Proposal Creators to name a few of our capabilities.
We recognize the trends in the 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.
Leading with purpose, our ESG team will guide you through the process to discover your current environmental, people, prosperity impacts. We identify your material ESG risks and disclosures unique for your organization and put together a comprehensive roadmap for immediate ESG Integration.
We are proud to be members of the SASB and GRI communities. Dream Source Solutions is one of 1,500+ supporters around 70 countries supporting TCFD recommendations.