Partner with a team equally invested in achieving your goals.
Sean Brady, CPA
Sean is the General Manager of DMS. He has been in public accounting since 2010 and earned his CPA in 2011. Sean has a broad range of experiences including auditing, general ledger accounting, tax preparation and tax planning for closely held businesses. His industries of focus are manufacturing and real estate and he has expertise in general ledger accounting, financial reporting, inventory and being a versatile problem solver. Sean prefers to focus his efforts on helping businesses prepare for what is coming - whether it be accounting- and operations-related, tax planning, or longer term business growth or succession planning.
Outside of work Sean enjoys spending time with his family and friends, swimming, walking his dog, traveling, and riding his motorcycle.
Maria is the Chief Onboarding Officer at DMS and has more than 20 years of experience in general accounting. She specializes in multiple accounting packages with a strong working knowledge of QuickBooks, as evidenced by her QuickBooks ProAdvisor designation.
Her extensive experience enables her to provide a seamless transition to QuickBooks based on the client’s specific industry. Maria is also able to work with clients to enhance utilization of an existing QuickBooks installation.
Her clients include a wide range of small businesses with a focus on legal services, retail sales operations, and manufacturing companies. Her knowledge of company operations allows her to collaborate with the client’s management team on forecasting, tax planning, and asset management.
Maria earned her degree from Miami University of Ohio. Maria donates her expertise to non-profit organizations by helping with their 501( c )(3) applications. She enjoys her free time with her family in Vermilion, OH.
Robert Wallish, CPA
Bob is a DMS Financial Analyst with over 10 years of experience. He earned his Bachelor of Science in Business Administration degree from John Carroll University. As a CPA, Bob has a wide range of experience, including an extensive background in Corporate Taxation and Financial Accounting. He has focused on financial statement preparation and review, business combinations and acquisitions and federal, state and local taxation. He is detail oriented and a problem solver who likes to work in a team setting to achieve the best results.
Bob lives in North Royalton with his wife and their son and daughter. In his free time he enjoys spending time with his family and golfing with his father and brother.
Donna has 25+ years of senior level accounting experience as a financial controller, accounting & tax consultant, and director of taxation. Among her areas of expertise: cash forecasting, managing company assets & liabilities, establishing and improving internal controls, and annual budget & quarterly financial forecasting.
Donna earned her Bachelor of Science in Accounting from the University of Akron and her J.D./M.B.A. from Cleveland-Marshall College of Law.
Donna has a passion for tennis and travel. She is President of the Hoban Parent Teacher Organization and coaches science olympiad teams. Donna lives in Cuyahoga Falls.
Laura is a DMS Senior Accounting Manager with over 30 years of experience in general accounting. Her expertise includes financial statement preparation, budgeting, cash forecasts, account reconciliation and analysis, payroll processing, intercompany reconciliation, sales tax, accounts payable and accounts receivable.
Laura has worked in a wide range of industries which include Automotive Manufacturing, Environmental, Wind Power, Software/EDI Development and Plastics Manufacturing. She has worked for companies in both the Cleveland area and the East Bay area of California.
Laura earned her accounting degree from Cleveland State University and lives in Garfield Heights with her husband Vince and children, Andrew and Alyssa.
Lisa is a DMS Accounting Manager with 15 years of experience in accounting for small to medium-sized businesses. She has associate degrees in Business and Accounting obtained through Lorain County Community College and the University of Akron.
While working in a small public accounting firm she was exposed to a diverse clientele and became proficient in a number of different industries as well as programs such as Sage, Microsoft Office, Thomson Reuters Suite, Lacerte, and QuickBooks - as evidenced by her QuickBooks ProAdvisor designation.
Her skills include bookkeeping, financial statement preparation, payroll processing, trial balance analysis, auditing experience, small business startup, and tax preparation for individuals and businesses.
Lisa resides in Lorain and in her free time enjoys running and catching up with family and friends.
Val is the Office and Marketing Manager at DMS. Val is an experienced office administrator & marketing professional and has worked for small independent businesses, non-profit organizations, and several regional/national corporations. Her skills include Microsoft Office, database administration, event planning, business communications, WordPress, and social media.
Prior to DMS, Val worked in payroll, human resources, and financial systems implementation and management. The consistent theme through Val’s professional experience is her ability to serve the needs of the organization and its clients with an emphasis on superior customer service.
Val has a Bachelor’s degree from Oberlin College. She lives in Fairview Park with her husband Dave and enjoys spending time with their four children.
Samantha has over 25 years accounting experience working with companies in many different industries varying from family owned businesses, law firms, and professional sports teams. She has been a company Controller with experience managing Accounts Payable, Accounts Receivable and Payroll. She has a strong background in IT Managed Services and varying Human Resource functions. Samantha has a Bachelor of Arts from Cleveland State University.
Samantha lives in Avon Lake and enjoys reading, music, the outdoors and spending time with her sons, Nicholas and Noah.
Tanya is a DMS Accounting Manager with 10 years of experience in accounting. She has a bachelor's degrees in Accounting, Management, and Finance as well as an MBA from Lourdes University. She recently completed her MSA from Southern New Hampshire University.
Tanya's experiences include full cycle accounting, financial statement preparation and analysis, banking and account reconciliations, inventory and bills of materials analysis and adjustments, key performance indicator tracking, and payroll processing and journal entries. She has spent most of her career in manufacturing.
Tanya lives in Sandusky. She enjoys spending time with her family and reading.
Linda is a DMS Accounting Manager who has over 30 years of experience in general accounting and office administration including financial statement preparation, sales analysis, accounts payable & receivable, account reconciliations and payroll. She has managed the books for a corporate headquarters with over 35 unique and diverse locations and has collaborated with senior executives to develop business plans.
Linda is a detail-oriented and conscientious self-starter who is able to strategize and prioritize effectively. She has extensive experience with QuickBooks and Excel.
Linda lives in Parma. She enjoys traveling with her husband Rick and spending time with her family.
Julie is an Accounting Manager at DMS with more than 35 years of experience including full charge bookkeeping, tax preparation, and project analysis work in a wide variety of industries and small businesses. She values being part of the DMS team and enjoys building relationships with her clients and working with them on their accounting needs.
Julie recently earned a Baking & Pastry Arts degree from Johnson & Wales University in Charlotte, NC. She loves a good house rehab project, and spends her free time walking her two goldendoodles and taking adult ballet lessons.
Brandy is the Accounting Systems & Implementation Coordinator at DMS with more than 8 years of accounting and implementation experience. Brandy’s love for software implementation started when she helped her previous employer move from Sage 50 to Sage 300 CRE. Since that day, she has been hooked on finding the perfect software package to meet a company’s needs. Brandy has extensive knowledge of Sage 300 CRE, QuickBooks Online, and QuickBooks Desktop. She has a passion for problem solving and creating workflow processes to help streamline the accounting functions of a business.
Brandy earned her Bachelor’s Degree in Accounting and Financial Management from Hiram College. She currently resides on the East Side of Cleveland with her husband Michael and their three cats. Brandy spends her free time traveling and hiking.
Casey 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.
Rose is a DMS Staff Accountant with 25 years of accounting experience. She has a bachelor’s degree in Accounting from Cleveland State University and an MBA from Baldwin-Wallace University.
Rose’s experience includes financial statement preparation, payroll, accounts receivable & payable, budgeting, account reconciliations, consolidations, forecasting and trend analysis. She has spent her career in many industries including not-for-profits, retail, manufacturing, and service industries.
Rose lives in Brook Park and enjoys spending time with her family and pets.
Susan Haynal is a Staff Accountant at DMS. She received her Associate’s degree in Accounting from Lorain County Community Collage and her Bachelor's degree in Operations Management from Tiffin University. Sue has over 30 years of experience working as an Office Manager, Bookkeeper, and Accountant for a variety of companies, primarily specialty contractors.
Sue has three grown children and five grandchildren, and lives in Avon Lake. She enjoys spending time with friends and family.
Stefanie Potts is a Staff Accountant at DMS. She has over 20 years of experience working in many different aspects of a business including roles as an inside and outside sales representative, bookkeeper, office manager, and administrative assistant. She has completed a great deal of coursework in accounting and business administration and is currently working on bookkeeping and payroll accounting certifications.
Stefanie lives in Avon Lake with her husband James, their two children, and their golden doodle Charlie. She also owns her own business selling organic dog treats and is a licensed managing cosmetologist. Stefanie enjoys working out, traveling and spending time with her friends and family.
Krista Hoffman is an Administrative Assistant at DMS. She received her Bachelor’s degree from Cleveland State University in 2014 and has had experience in working as a Community Psychiatric Service Provider and as an Application Support Representative prior to coming onboard with DMS. Krista's professional experiences have taught her to be detail-oriented and to prioritize client needs effectively.
Krista grew up in North Olmsted. In her free time, she enjoys spending time with her friends and family, attending concerts, and traveling.
Cooper Cook is a college intern with DMS. He is a finance major at Miami University (OH). Cooper is receiving in-depth training and gaining valuable experience in the profession. Cooper is working on projects that will help him grow and develop, and he chose DMS because of our history of helping small businesses. When not in Oxford, Cooper lives in Shaker Heights.