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A presentation at the office

Welcome to
Dreambooks Financial

Get In Touch

Meet DreamBooks Financial

Since 2020, Dreambooks Financial has been helping clients in the San Diego area reach their full financial potential. Owned and operated by mother and entrepreneur Renee Garcia, an Enrolled Agent and Certified QuickBooks ProAdvisor, we strive to provide honest, ethical, and affordable services to all businesses and individuals, big or small. We specialize in small business management bookkeeping services and has a passion for helping individuals achieve their financial best.

We pride ourselves on being a versatile and ethical financial and business service. Whether you need assistance with bookkeeping, income tax preparation or  marketing for your business, we would love to help. Reach out to our team today to start the conversation.

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Our Services

  • Preparation for individual or business returns


  • Includes every need of your business from invoice input to monthly financial statements


  • Includes 1 hour consultation and single report preparation. Call for details on package pricing.


  • Available Online

    Have a question? Need advice on an urgent matter? Set a time to meet. Existing clients only.


  • Available Online

    Let's meet and discuss your business needs! Potential clients only.


  • Initial consultation to ensure we are the right fit for each other. Complementary.


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