Step One: A Sound Financial Footing

Although DMS offers a full menu of services from which clients can choose, the one service we require for all clients is our standard bookkeeping.  This builds the fundamental framework needed for your business to grow from a healthy financial foundation.  Details of what our standard bookkeeping entails can be found here.  Once we ensure that your books are current, accurate and compliant, we then provide ongoing bookkeeping based on the level of service you choose.  From there, we can begin adding on the services you request based on the needs of your business. 

DMS specializes in full service accounting and CFO services.  What this means is that your company’s financial structure will be built and managed by a team of professional bookkeepers and accountants who know how to handle your AR, AP, Payroll, Reporting and Collection needs accurately and professionally.  This service gives clients the benefit of an in-house CFO without the huge payroll that normally accompanies that position.  The CFO will act as your own finance department, giving your customers the feel of working with a cohesive company from the financial ground up. 

Click here to view a list of our bookkeeping and financial services.  Once you have determined which services your company needs, it is time to move on to step two.

Step Two: Sustainable Daily Practices


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