Our Services

DMS offers a comprehensive range of services and solutions to meet the needs of your growing business.

Accounts Payable

  • Payables processing based on vendor terms and/or owner direction

Accounts Receivable

  • Client statement preparation
  • Collections initiatives

Banking/Cash Management

  • Bank account reconciliation
  • Financial product selection assistance designed to maximize earnings potential


  • Client Invoice preparation

Budgeting/Strategic Planning

  • Customized budget/forecasting preparation
  • Strategic needs assessment and planning
  • Management of the business pursuant to the plan

Financial Reporting

  • Financial statements and cash flow reporting
  • Decision consultation based on financial indicators

Fiscal Year End

  • 1099 and W-2 generation
  • Coordination with CPA firms to close out fiscal year

HR/Benefit Administration

  • Employee Benefit(s) selection assistance, including coordination with brokers on your behalf
  • Employee Compensation model creation


  • Payroll processing including corresponding tax reporting requirements

QuickBooks Consulting

  • Business Process Analysis
  • Setup, Implementation & Data Conversion
  • File Review & Clean-Up

Tax Preparation

  • Individual/Small business owner programs

Have a Question?

Send DMS a note and we'll reply within one business day to discuss how we can help you.

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