Financial Packages
Financial Solutions Built Around Your Business.
Your business deserves financial support that fits its needs, not a one-size-fits-all approach.
From essential bookkeeping to comprehensive financial management, DMS offers four levels of ongoing support designed to keep your records accurate, your finances organized, and your business informed.
Tide
Financial Foundation
For new businesses and those who need occasional financial support.
The following are the included DMS Services:
Initial QuickBooks Setup or Optimization
Chart of Accounts Review
Historical Financial Organization (up to agreed scope)
Monthly Bookkeeping Consultation (30 minutes)
Financial Best Practices Guidance
Email Support
Quarterly Financial Check-In
Optional Add-ons:
Payroll
Sales Tax Filing
Catch-Up Bookkeeping
Training
Compass
Financial Oversight
You manage the day-to-day. We make sure you head in the right direction.
All Tide offerings included in addition to the following DMS Services:
Monthly Bank & Credit Card Reconciliations
Review of All Client-Entered Transactions
Journal Entry Adjustments
Profit & Loss Review
Balance Sheet Review
Monthly Financial Reports
Monthly Financial Health Summary
45-minute Quarterly Strategy Meeting
Unlimited Email Support
Client Responsibilities:
Enter Transactions
Upload Receipts
Maintain Day-to-Day Bookkeeping
Anchor
Managed Bookkeeping
Your books become our responsibility with the goal of ongoing growth.
All Compass offerings included in addition to the following DMS Services:
Full Service Monthly Bookkeeping
Transaction Categorization
Accounts Payable Management
Accounts Receivable Management
Bank & Credit Card Reconciliations
Payroll Coordination (if applicable)
Sales Tax Tracking
Cash Flow Review
Budget-to-Actual Reporting
Monthly Strategy Meeting
Harbor
Strategic Financial Partnership
Beyond bookkeeping. A financial partner in your business.
All Anchor offerings included in addition to the following DMS Services:
Fractional Controller Services
Cash Flow Forecasting
Budgeting Development
Profitability Analysis
Pricing Analysis
Department/Job Profitability
Quarterly Business Planning
Annual Budgeting Session
Tax Planning Coordination with CPA
Year-End Tax Preparation
Unlimited Advisory Meetings
Priority Response Time
Custom Reporting & Dashboards
Additional Financial Services
Some businesses require assistance beyond ongoing monthly bookkeeping. DMS also provides specialized services, including QuickBooks Online setup, historical bookkeeping cleanup, account restructuring, job costing, invoicing, and customized financial reporting.
These services may be quoted separately based on the scope of work.
Let's Find the Right Fit.
Our packages are customized based on transaction volume, account complexity, reporting requirements, and the level of financial management your business needs.