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                              DMS & Associates

                              Personal Services

                              Organize | Automate | Monitor

                              Giving You the Breathing Space to Nurture and Grow Your Business

                              Allowing You the Peace of Mind to Truly Enjoy What You’ve Created

                              Contact Us Call or Text: 512-366-8529

                              Security and Confidentiality

                              Fraud Prevention

                              Confidentiality and the protection of our client’s personal and financial resources is of utmost importance.  Through our diligence in accounting and intimate knowledge of our client’s spending habits, financial issues surface promptly and are resolved quickly, leading to an immediate recognition of potential security risks, fraudulent activity or breaches of any kind.

                              VIP Threat Protection

                              Our clients’ status in the entertainment and corporate industries puts them at risk for being targeted as they handle highly valuable information.  We understand the complexities involved in protecting that information and provide a variety of security solutions to keep our clients and their teams safe online.

                              Income and Expenses

                              Income Management

                              DMS’ accounting support team handles the tracking and collection of income and receivables, timely deposit of payments and implementation of a detailed system to monitor income, advances and recoupments.

                              Bill Payments

                              DMS’ team handles payment of all personal, household and business expenses with daily financial record keeping using a client-facing dashboard which allows for full transparency of open, paid and disputed bills. 

                              Royalty Review, Auditing and Tracking

                              Our team is well versed in royalty agreements and reviews statements to ensure payments are received timely and accurately and that contractual obligations are being met.

                              Accounting Support

                              Full Service Accounting Support

                              DMS’ range of accounting support services include reconciliation of all income and expenses, cash flow management and reporting to a client-facing dashboard for full transparency of records and cash status. 

                              Payroll Processing

                              Managing payroll for a handful of household assistants to large groups of corporate employees, we handle payroll for all U.S. states including all required tax reporting, withholdings, garnishments and vendor 1099 reporting.

                              Tax Planning

                              DMS assists with income tax planning through the preparation of all financial records in coordination with your tax preparer.

                              Business and Financial Management

                              Budgeting for Lifestyle Spending Needs

                              Using our proven methodology, we work closely with your financial advisors to establish a budget that will meet not only your day-to-day lifestyle spending needs but also one that manages and sustains your wealth.

                              Cash Flow Management

                              Our team analyzes cash inflow and outflow, ensures consistency with budgeted goals and provides regular reporting and correspondence with your investment or professional consultants.

                              Contract Review and SAG-AFTRA Negotiations

                              With years of experience reviewing SAG-AFTRA contracts, our team is adept at professionally working with agencies in securing agreements with the most favorable negotiation terms for our clients.

                              Preparation of Union and Guild Declarations

                              From monthly union reporting to guild audits and all requirements in between, we manage the day-to-day paperwork to keep your licenses, memberships and contractual obligations current.

                              Structuring of Entities

                              DMS handles the setup and filing of business entities in any state and analyzes the appropriate structuring for best business and tax practices, all in coordination with your legal counsel.

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