DMG CPAs

Maintain accurate financial records, manage accounting and payroll tasks, and gain timely financial information for informed business decisions.

Prepare accurate filings, manage tax obligations, address tax issues, and plan for potential savings with tailored tax support.

Gain tailored financial guidance, clearer business decisions, and valuation support without the cost of a full-time CFO.

Support financial reporting and employee benefit plan requirements with review, compilation, and audit services.

Plan for retirement, business transitions, and wealth transfer with personalized support to help grow and protect wealth.

Accounting services

DMG CPAs provides tailored accounting support for businesses at every stage. Services include bookkeeping, accounts payable and receivable, reconciliations, cleanup accounting, inventory tracking, financial statements, payroll and 1099 reporting, sales tax reporting, and QuickBooks support. Businesses can also access on-demand, on-site bookkeeping and administrative assistance without hiring an in-house bookkeeper. Support can be scaled to business needs and includes CPA reviews, cloud-based financial access, and payroll processing and tax support.

Category: Accounting Services

• Get On-Site Help As Needed
  Arrange on-site bookkeeping for short-term tasks or ongoing assistance without committing to a fixed schedule.
• Process Flexible Payroll
  Manage payroll for employees and contractors through flexible pay runs, rates, schedules, and multi-state support.
• Handle Payroll Tax Filings And Payments
  Get support for payroll tax filings and payments as part of full-service payroll.
• Maintain Accurate, Reviewed Books
  Keep current, organized financial records through transaction processing, reconciliations, adjustments, integrated payroll and expenses, and monthly CPA review.
• Review Finances And Guide Planning
  Use current financial statements and customized reports to understand business finances and support informed planning.
• Verify Records And Identify Discrepancies
  Compare financial records to identify inaccuracies and support reliable bookkeeping.
• Delegate Daily Accounting Tasks
  Delegate routine accounting work, including transaction entry, reconciliations, invoicing, payments, receivables, and payroll preparation.
• Simplify Employee Onboarding And Self-Service
  Employees can complete onboarding, update information, access payroll documents, and manage voluntary deductions through online tools.
• Restore Accurate Financial Records
  Bring financial records up to date by reviewing accounts, reconciling transactions, correcting errors, and restoring accurate reporting.
• Set Up And Maintain QuickBooks
  Get help setting up, using, and reviewing QuickBooks, keeping books accurate and synced, managing bills and invoices, and integrating custom apps.
• Delegate Office And Administrative Tasks
  Get help with office activities and administrative work, including handling calls from clients and vendors.
• Match Support To Business Needs
  Choose accounting support suited to the business’s stage and staffing needs, without hiring and training an in-house bookkeeper for on-demand assistance.
• Choose Employee Payment Methods
  Select direct deposit, debit cards, or printed checks for employee payments.
• Organize HR Tasks And Support Compliance
  Use tools for new-hire reporting, compliance audits, document storage, and access to HR resources.
• Integrate Employee Benefits With Payroll
  Integrate listed benefits with payroll, including health insurance, workers’ compensation, and retirement plans.
• Manage Payments And Collect Receivables
  Get support managing obligations, preparing payments, and collecting amounts owed to help maintain cash-flow visibility.
• Access Financials Online
  View financial information online from anywhere and access customized reports for review.
• Keep Banking Data Current
  Sync and download banking activity to keep financial information available for bookkeeping and review.
• Get Matched To Your Needs
  Discuss bookkeeping needs so DMG can match the business with a bookkeeper prepared to provide support.
• Try Bookkeeping Before Committing
  Evaluate monthly bookkeeping for one month without obligation or try the first eight hours of on-demand support, which are free if dissatisfied.
• Track Inventory Value And Control Costs
  Monitor the value of goods to support accurate financial records and cost control.
• Notify Employees And Track Paid Time Off
  Employees can receive payroll arrival alerts and view accrued paid time off updates.
• Access Payroll Reports And Garnishment Support
  Use payroll reporting and garnishment handling included with full-service plans.

Tax Services

DMG CPAs provides personalized tax preparation, planning, compliance, audit preparation, resolution, and specialty tax services for individuals, businesses, families, and organizations. Services address federal and state requirements, business and individual returns, multi-state and sales and use tax, estate tax, tax credits, and nonprofit compliance. Tax experts help clients organize information, identify applicable deductions and credits, address tax issues, and plan for financial goals.

• Prepare And File Accurate Tax Returns
  Get support organizing financial information, calculating tax liabilities, and preparing and filing individual and business returns aligned with applicable requirements.
• Plan Ahead And Reduce Tax Liability
  Understand tax consequences before decisions, identify potential savings, and align strategies with financial goals and applicable requirements.
• File Personal Taxes With Confidence
  Receive tailored individual tax preparation focused on accurate filing and applicable tax-saving opportunities.
• File Business Returns With CPA Guidance
  Prepare business returns for different entity types with CPA review and support for federal and state requirements.
• Find Eligible Credits And Deductions
  Review circumstances and industry considerations to identify tax-saving opportunities that may otherwise be missed.
• Manage Tax Obligations Across States
  Understand state-specific requirements and address nexus, income allocation, filings, and deadlines across jurisdictions where the business operates.
• Maintain Sales And Use Tax Compliance
  Organize and report taxable and exempt sales, determine applicable tax treatment, manage filings and payments, and track relevant documentation.
• Keep Records Organized And Audit-Ready
  Prepare accurate, organized records and supporting documentation, identify potential issues early, and coordinate with external auditors.
• Plan Estate Taxes And Protect Assets
  Plan for estate tax liabilities, support required filings, coordinate trusts and entities, and address gift tax matters and asset transfers.
• Consider Tax Impacts In Financial Decisions
  Bring tax considerations into decisions involving business operations, investments, retirement, estates, succession, and asset transfers.
• Get Support For Tax Audits And Disclosures
  Receive assistance with voluntary disclosure matters and sales and use tax audits before state and local authorities.
• Resolve Tax Debt And Related Issues
  Assess tax matters and pursue resolution options that may reduce or resolve tax debt, penalties, and other issues.
• Maintain Nonprofit Tax Compliance
  Get specialty assistance addressing federal and state tax requirements for nonprofits.
• Get Support If An IRS Notice Arrives
  Receive assistance addressing an IRS notice rather than handling the situation alone.
• Track Filing And Refund Progress
  Follow key return and refund milestones for greater visibility into filing progress.

Advisory services

DMG CPAs provides personalized financial advisory services to help businesses work toward business and financial goals. Offerings include outsourced controller services, fractional and outsourced CFO support, and business valuation. CFO services can include reporting, forecasting, cash-flow management, budgeting, KPI tracking, strategic planning, performance analysis, and executive-level financial guidance. Valuations provide documented analysis for transactions, financing, estate planning, legal matters, and financial reporting.

• Access CFO Expertise Without A Full-Time Hire
  Use flexible CFO support to access executive-level financial skills without the cost of a full-time CFO.
• Make Decisions With Clear Financial Insight
  Use reliable financial information and explanations of business performance to guide business actions.
• Build A Tailored Financial Roadmap
  Receive strategies shaped around business aspirations and financial needs.
• Manage Cash Flow With Greater Clarity
  Analyze and forecast cash flow to support operational and growth planning.
• Plan Ahead With Budgets And Forecasts
  Use financial forecasts and budgets to assess business needs and guide planning.
• Use Financial Data To Guide Strategy
  Interpret financial information and analyze performance to evaluate opportunities and guide business strategy.
• Assess Business Value For Key Decisions
  Use independent, documented valuation analysis to inform transactions, financing, estate planning, legal matters, reporting, tax planning, and employee ownership plan evaluations.
• Track Performance Against Benchmarks
  Monitor key indicators and compare business performance with relevant industry benchmarks.
• Identify Costs And Improve Profitability
  Analyze costs and performance to identify savings and support efforts to improve profits.
• Identify Risks And Strengthen Controls
  Assess exposure to fraud, errors, and other risks, and establish appropriate financial and operational controls.
• Connect Business Needs With Funding Options
  Identify potential capital sources and lending relationships for credit lines or working capital.
• Evaluate Growth And Major Changes
  Use financial analysis and strategic guidance to assess growth opportunities and major ownership or organizational changes.
• Strengthen Accounting Oversight
  Access support for accounting oversight, financial statements, closing the books, and reliable processes.
• Select And Implement Accounting Software
  Get assistance selecting and implementing accounting software for business financial systems and processes.
• Coordinate Core Financial Operations
  Receive support across listed financial operations, including payables, receivables, reconciliations, payroll, and accounting systems.
• Negotiate Favorable Business Terms
  Get support seeking favorable rates, terms, credit lines, and payment options.
• Include Tax And Valuation Guidance
  Consider tax implications, potential savings, and valuation needs as part of broader financial planning.

Assurance Services

DMG CPAs provides assurance services including reviews and compilations, as well as audits and compilations for employee benefit plans. The firm keeps current with changing auditing standards and requirements. Employee benefit plan services support compliance with IRS and Department of Labor regulations and include financial statement audits, compilations, and interpretation of benefit plan rules.

Category: Audit and Assurance Services

• Audit Benefit Plan Financial Statements
  Receive audits of employee benefit plan financial statements.
• Support Regulatory Compliance
  Get support addressing IRS and Department of Labor requirements for employee benefit plans.
• Stay Current With Requirements
  Receive support from a firm that tracks changing auditing standards and requirements.
• Interpret Benefit Plan Rules
  Work with a firm that highlights experience interpreting employee benefit plan rules.
• Engage An AICPA Member Firm
  Work with a firm that belongs to the AICPA Employee Benefit Plan Audit Quality Center.
• Obtain Review And Compilation Services
  Access review and compilation services through the assurance practice.

Wealth management services

DMG CPAs provides personalized wealth management services to help clients grow wealth and prepare for the future. Services include estate planning, business exit strategy and planning, IRA/LLC setup, family office services, and Solo 401(k) setup and optimization.

• Protect Assets For Beneficiaries
  Organize assets to help minimize their tax impact on beneficiaries and support wealth transfer plans.
• Prepare For Business Transitions
  Plan ahead for ownership changes and business transitions.
• Support Future Generations
  Receive tailored services focused on financial security for clients and future generations.
• Build Tax-Advantaged Retirement Savings
  Set up and optimize a Solo 401(k) retirement savings plan.
• Set Aside Retirement Funds
  Set up an IRA/LLC to begin setting aside funds for retirement.