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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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