Business Details
23 Years
experience
Trusted Accounting & Business Solutions for Growing Companies
Since 2003, DMS Management Solutions has dedicated itself to empowering small and mid-sized businesses by streamlining their financial operations. Our mission is to enable business owners to focus on growth while we handle complex accounting, bookkeeping, and tax requirements. With a team of certified professionals, we combine technical expertise with personalized service to deliver actionable insights and efficient processes.Recognized as a Weatherhead 100 award winner, we pride ourselves on being among the fastest-growing companies in Northeast Ohio. Our approach integrates advanced accounting technology and tailored solutions to eliminate the need for in-house financial teams, saving clients time and resources. By prioritizing accuracy, transparency, and client education, we build long-term partnerships that drive sustainable business success.
Services
Accounting Services
Bookkeeping Services
Tax Preparation
QuickBooks Consulting
Controller Services
Technology Integration
Business Consulting
Details
- Year established: 2003
Highlights and features
- We offer over 20 years of experience in accounting and bookkeeping.
- Our team consists of certified experts with extensive industry knowledge.
- We implement cutting-edge accounting technology for efficient processes.
- Tailored solutions eliminate the need for in-house financial teams.
- Award-winning service recognized as a top Northeast Ohio growth company.
Associations and certifications
- Weatherhead 100
- AICPA
- OSCPA
- QuickBooks ProAdvisor
Services
Accounting Services
Our certified accounting managers interpret, classify, and analyze financial data to provide actionable business insights. With expertise in financial statement preparation and analysis, we ensure accurate reporting for strategic decision-making. Our services support businesses across industries including real estate, manufacturing, and professional services.
Bookkeeping Services
Outsourced bookkeeping solutions streamline your financial operations while reducing overhead costs. We handle accounts payable/receivable, payroll processing, and reconciliation to maintain precise records. Our QuickBooks expertise ensures seamless implementation and optimization for growing businesses.
Tax Services
We provide comprehensive tax preparation for businesses and individuals, combined with year-round tax planning strategies. Our CPAs specialize in federal, state, and local tax compliance while identifying opportunities for savings and risk mitigation.
QuickBooks Consulting
Certified ProAdvisors deliver QuickBooks implementation, training, and ongoing support across online, desktop, and mobile platforms. We optimize accounting workflows through customized software solutions and process automation for improved efficiency.
Controller Services
Experienced controllers provide interim CFO support, financial planning, and business strategy guidance. Our team manages accounting operations, implements internal controls, and facilitates business transitions with a focus on long-term growth.
People
Sean Brady
Chief Operations Officer
CPA with 14 years of public accounting experience specializing in strategic business solutions. Leads DMS operations while advocating for accounting profession development through Ohio CPA Society committees.
Maria Angotti
Chief Onboarding Officer
20+ years of accounting expertise with QuickBooks ProAdvisor certification. Specializes in seamless accounting system transitions for legal, retail, and manufacturing clients while supporting nonprofit organizations.
Robert Wallish
Chief of Quality Control
CPA with 15+ years of corporate taxation experience. Focuses on financial statement preparation, business combinations, and tax compliance while mentoring team members in quality assurance practices.
Sami Mast
Office and Marketing Manager
Marketing leader with international business background. Manages office operations and client engagement initiatives while leveraging hospitality industry experience to enhance client relations.
Brandy Olsen
Accounting Systems Coordinator
8+ years of software implementation expertise with Sage and QuickBooks platforms. Specializes in workflow optimization and accounting process automation for improved business efficiency.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, bookkeeping, tax preparation, and financial reporting tailored to small business needs.
Are your accountants certified professionals?
Yes, our team includes CPAs, QuickBooks ProAdvisors, and specialists with 10-25+ years of industry experience.
How do you handle tax planning for businesses?
We combine year-round tax strategy with compliance services to minimize liabilities and maximize savings opportunities.
Do you support QuickBooks users outside Ohio?
While based in Ohio, we provide remote QuickBooks consulting and support services nationwide.
What industries do you specialize in?
We serve real estate, professional services, manufacturing, retail, and nonprofit organizations with tailored solutions.
