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DMS & Associates

Becoming Our Client

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

Clients turn to us seeking exceptional accounting & business management support from a team who values security and confidentiality above all else.  

Business Services Client Onboarding

  • Establish a solid foundation with a review and tightening up of your current accounting records which enables our professional team to manage your basic accounting support going forward.
  • Determine which services you wish to implement - one, some or all - and we set forth a comprehensive proposal and price plan tailored specifically to your needs.  You will receive all correspondence electronically with the ability to sign proposals and agreements online.
  • Move forward at your own pace.  When you are ready, our team provides step-by-step directives to you which can be viewed and managed through our detailed CRM tracking software.
  • Dive in and see how DMS will build processes with steps in place for maintaining your procedures.  In Phase II of our onboarding we take a deep dive into understanding your workflow and implementing systems of AI for ongoing support and maintenance.

Personal Services Client Onboarding

  • Analyze the services that best meet your needs or that of your client.
  • Reach out to us via phone, text or email to discuss the unique ways that we service clients in your particular industry, knowing that DMS will maintain professionalism and strict confidentiality at all times.
  • Receive our comprehensive proposal and price plan tailored specifically to your needs.  You will receive all correspondence electronically with the ability to sign proposals and agreements online.
  • Get rolling and see how DMS will build processes with steps in place for maintaining your or your client's security and confidentiality while streamlining both the business and personal side of your needs.

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