Consulting Services

In addition to accounting, bookkeeping and tax services, DMS Management Solutions offers business and individual consulting services in a variety of areas.

In addition to accounting, bookkeeping and tax services, DMS Management Solutions offers business and individual consulting services in the areas of:

  • Strategic Planning: Set priorities, focus energy and resources, strengthen operations, and ensure that employees are working toward common goals.
  • Year-End Tax Planning: Put your business in an advantageous financial position prior to year-end.
  • Accounting System Setup and Migration of Financial Data: Move from your paper-based or spreadsheet-based recording of transactions to a PC-based or online accounting system.
  • QuickBooks Training: Learn about the features, functions, and reporting tools of QuickBooks software with one-on-one training from DMS. DMS is a QuickBooks-certified ProAdvisor and has the knowledge and training to set up accounting files correctly and can help train on the intricacies of QuickBooks software.
  • Benefits Plan Review and Selection: Periodically review your employee benefit plan in order to mitigate risks, ensure compliance with regulatory requirements, attract qualified candidates and retain current employees.
  • Human Resources: Understand and comply with employment laws, implement policies and procedures, create job descriptions & employee handbooks, handle difficult conversations with your employees, improve your workplace culture, and more.
  • Accounting Services for Seniors: Select from a menu of services which includes but is not limited to: bill paying, negotiating with creditors, assisting with medical billing, balancing checkbooks, making bank deposits, monitoring for fraudulent activity, providing year-end tax assistance.

Have a Question About DMS' Business Consulting Services?

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






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