Diversified Management Services, Inc

Diversified Management Services, Inc, often shortened to DMS, handles the books and business administration for small firms around Milwaukee. It serves owners across Southeastern Wisconsin and builds its work entirely around QuickBooks, in both the desktop and online editions.

Products and services

• Bookkeeping and accounting: entry of daily transactions and record keeping that feeds into financial statements.
• Payroll administration: processing pay and managing employee tax withholding.
• QuickBooks training: setting up accounts and teaching owners and staff to run the software themselves.
• Business planning and development: budgets, cash-flow systems and procedures to put struggling firms back on a profitable footing.
• Forensic accounting: applying audit methods to accounting records to resolve disputes and questions.

Who it works with

Small businesses in Southeastern Wisconsin, from one-person operations to firms with more complex structures that use contractors. Client comments describe relationships lasting close to two decades.

Key facts

• Based in: Milwaukee area, Wisconsin
• Software: QuickBooks desktop and QuickBooks Online only
• Principal: Theresa Schwager