Dream Keeper Financial Services LLC

Book a call with me:

Coffee Chat: Business Owner to Business Owner

This casual chat is all about connection — no sales, no pressure. Just two business owners sharing stories, learning about each other’s businesses... Read more

30 minutes

View details

Ask Me Anything: Tax Meeting

Got tax questions? Confused about something on your return? Planning ahead and wondering what moves make sense? This meeting is your space to ask anyt... Read more

30 minutes

View details

Quarterly Meetings

Your Quarterly Business PulseThis is your dedicated space to check in, review your progress, and ask questions. We'll go over your financial reports, ... Read more

30 minutes

View details

Monthly Meeting

Your Monthly Business PulseThis is your dedicated space to check in, review your progress, and ask questions. We'll go over your financial reports, hi... Read more

30 minutes

View details

Client Kick-Off & Goal-Setting

Welcome to the Start of Something Great This is our official kick-off! We’ll go over your onboarding details, talk about your goals, and set the fou... Read more

1 hour

View details

Diagnostic Discovery

Let’s Uncover What’s Really Going OnWe’ll walk through what’s working, what’s off-track, and where the stress points are. I’ll help you ge... Read more

30 minutes

View details

Bookkeeping Introductory Consultation

Let’s Talk About Your BusinessI look forward to connecting with you. This is a relaxed, no-pressure call to talk about what’s really going on in y... Read more

30 minutes

View details

30 Minute Client Meeting

Need to Chat? Let’s Meet Face-to-Face. This call is for current clients who have questions, want to run something by me, or need a quick strategy se... Read more

30 minutes

View details