DMS Digest 6/1/2021

From the General Manager
Sean Brady CPA, General Manager

Sean Brady, DMS Management SolutionsHello, we’re happy you are joining us for our second newsletter of 2021. We have some great content for you in this issue and look forward to sharing fun and insightful content in upcoming editions.

I planned to open with “spring is finally here”, but considering the weather the last two weeks it seems like summer has arrived early to NEO! Being a native of Cleveland I am happy to take whatever weather we get as long as it does not include freezing rain in the forecast.

With the rebirth of spring, the beautiful weather, and Covid vaccines, life is beginning to feel a lot more “normal”. I never thought I would say this but it feels good to find myself sitting in traffic again, with the traffic it is great to see people out and about and the hustle and bustle resuming.

Though things are beginning to look more like life as we knew it before the pandemic, the truth is that last year was incredibly challenging for so many small businesses and the fallout is still being felt. At DMS our mission is “to help small businesses”. Myself and the DMS team dedicate our careers to providing accounting and advisory services that drive solutions to leverage the small business owner and make their life easier. We feel small businesses are the life-blood of our economy and provide opportunities to so many people in our communities. With this said, be mindful of where and how you shop and where you turn to find products and solutions – please keep in mind all the caring, creative, and innovative small businesses in your community. Most of us who read this newsletter are small business owners ourselves, let’s work together and strive to contract with local vendors.

To help raise awareness of small businesses we plan to showcase our clients or publish contributions from them in upcoming newsletters. If you would like to be featured or provide a contribution please reach out to me. We would love to share your story!

As we move forward, let’s support our communities and neighbors by getting out and having fun by shopping and dining local! I am looking forward to it and I hope to see you out there!


Welcome to our Newest Team Member

Casey Kirchner, DMS Management Solutions

Casey Kirchner is a DMS Staff Accountant with over 7 years of accounting experience including financial statement preparation, account reconciliation, accounts payable and general ledger experience. He has a unique background in accounting having worked in various industries including technology distribution, non-profit, home construction and bakeries. Casey earned his Bachelor’s Degree in Accounting and Financial Management from Hiram College.
Casey lives in Sheffield Lake with his wife, Carla, and beagle, Princess Leia, and enjoys fishing and theatre.

QuickBooks Tip: Get Started with Tags

Maria Angotti, DMS Management SolutionsTags and Tag Groups can give you better insights from QuickBooks Online when it comes to examining income and expenses.

Tags are:

> Customizable – label and track transactions however you like
> Flexible – they do not impact your books

> Great to use for customized reporting

Tags are not:

> Classes, categories, or locations

Learn more about getting started with Tags, and talk to your DMS representative about setting up tags so that you can more easily track and report on items that matter most to you.

Maria Angotti
Chief Onboarding Officer, QuickBooks Certified ProAdvisor

which includes:
Three Red Flags that Should Prompt a Call to an Investment Rights Lawyer
by guest contributor John Chapman of Chapman|Albin
Making Sense of the Employee Tax Credit
by guest contributor Corrigan Krause CPAs
and more

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