Business Details
23 Years
experience
Your Trusted Partner for Accounting Solutions in Westlake, OH
Since 2003, DMS Management Solutions has empowered small to mid-sized businesses to focus on growth while we handle complex financial operations. Our team combines decades of experience with cutting-edge technology to deliver accounting, bookkeeping, tax, and consulting services that eliminate inefficiencies and reduce costs. We specialize in streamlining financial processes through customized solutions, including QuickBooks implementation and CFO-level strategic guidance. Our Weatherhead 100 award-winning team prioritizes personalized service, ensuring clients receive accurate reporting, proactive tax planning, and scalable systems tailored to their unique needs.With expertise spanning industries like real estate, professional services, and manufacturing, we help businesses navigate evolving regulations while maintaining compliance and optimizing financial health. Our commitment to innovation extends to workforce development initiatives that strengthen the future of the accounting profession.
Services
Accounting Services
Bookkeeping Services
Tax Preparation
QuickBooks Consulting
Controller Services
Accounting Technology
Business Consulting
Details
- Year established: 2003
Highlights and features
- We have been serving businesses since 2003 with expert accounting solutions.
- Our team eliminates the need to hire in-house accounting staff.
- We provide cost-effective services tailored to small and mid-sized businesses.
- We offer a comprehensive range of accounting, bookkeeping, and tax services.
- We focus on delivering fact-based results to improve business efficiency.
Associations and certifications
- Weatherhead 100
Services
Accounting Services
Our CPAs and accounting managers deliver comprehensive financial reporting, including general ledger maintenance, financial statement preparation, and compliance assurance. We provide real-time insights to support data-driven decisions for businesses in industries like manufacturing, real estate, and professional services. Our expertise ensures accurate reporting that meets regulatory requirements while highlighting growth opportunities.
Bookkeeping Services
We handle day-to-day bookkeeping tasks like accounts payable/receivable, payroll processing, and reconciliations. Outsourcing these functions allows businesses to focus on core operations while maintaining precise financial records. Our team uses cloud-based systems for transparent, up-to-date bookkeeping tailored to each client's specific needs.
QuickBooks Consulting
Certified ProAdvisors implement and optimize QuickBooks systems for businesses transitioning to cloud-based accounting. We handle software setup, customization, staff training, and ongoing support to streamline operations. Our goal is to maximize efficiency through tailored QuickBooks solutions for desktop, online, and mobile platforms across diverse industries.
Tax Services
We provide year-round tax planning and preparation for businesses and individuals, focusing on minimizing liabilities while ensuring compliance. Our CPAs stay current with changing regulations to identify deductions and credits. Clients receive strategic guidance for quarterly payments, entity selection, and long-term tax-efficient business strategies.
Controller Services
Our experienced financial controllers offer part-time or project-based CFO support, including budgeting, cash flow forecasting, and business strategy. We help clients develop scalable financial processes, manage risk, and prepare for growth. This service bridges the gap between daily accounting and executive decision-making for growing businesses.
People
Sean Brady
Chief Operations Officer
CPA with over a decade of leadership experience in public accounting and business operations. Focuses on delivering client-centric solutions through technology integration and team development.
Maria Angotti
Chief Onboarding Officer
20+ years of accounting expertise with QuickBooks ProAdvisor certification. Specializes in seamless software transitions for legal, retail, and manufacturing clients while supporting non-profit initiatives.
Robert Wallish
Chief of Quality Control
CPA with 15+ years in corporate taxation and financial reporting. Ensures precision in audit processes and compliance while mentoring junior staff in technical accounting standards.
Donna Urbank
Financial Controller
25+ years of senior accounting experience including taxation, internal controls, and budget forecasting. Combines J.D./M.B.A. expertise with hands-on financial strategy development for growing businesses.
Tim Rutti
Financial Controller
24 years of corporate accounting experience across Fortune 500 companies. Specializes in financial health assessments and process optimization while maintaining deep ties to Cleveland business community.
Questions
What accounting services do you offer?
We provide full-service accounting including financial reporting, general ledger maintenance, compliance assurance, and industry-specific solutions for manufacturing, real estate, and professional services businesses.
How can you help save our business time and money?
By outsourcing back-office functions, we eliminate the need for in-house staff while implementing efficient systems that reduce operational costs by up to 40% through process optimization.
Are you certified QuickBooks professionals?
Yes, our team includes Certified ProAdvisors who specialize in QuickBooks implementation, customization, and training for cloud-based and desktop solutions across all business sizes.
What experience do you have with tax planning?
Our CPAs provide strategic tax planning year-round, focusing on minimizing liabilities while ensuring compliance with evolving federal, state, and local regulations through proactive guidance.
What areas do you serve?
Primarily serving Northeast Ohio businesses from our Westlake headquarters, with remote capabilities supporting clients statewide through secure cloud-based accounting systems.
