Retirement Plans for Small Businesses

So you own a small business and you want to save money for your own retirement? Or you want to put in place a retirement account to attract, retain and/or reward employees? 

These days, a competitive benefits package is as important as ever. Working with a retirement plan specialist is vital when it comes to choosing the correct plan to best serve you and your employees. Here is a basic outline of the different plans along with some plan characteristics. 

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DMS Staff Picks: Excel Functions

Excel is the accountant’s tool of choice for analyzing and reporting financial data. Here are some of our staff’s favorite Excel functions and social media accounts that might be helpful in your day-to-day use of this powerful application.

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DMS Represented at Scaling New Heights

Maria Angotti was proud to represent DMS at this year’s Scaling New Heights conference held in Orlando, Florida in June 2022. Scaling New Heights, focusing on the business of accounting, is the leading accounting technology conference and is one of the largest gatherings of certified QuickBooks ProAdvisors in the world.

Conferences like Scaling New Heights provide opportunities to network and learn from industry experts. Of the many breakout sessions and keynotes Maria attended, here are a few of her favorites.

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