In This Episode

During tonight’s show we were joined by Mike De Stefano, owner of DMS Management Solutions (https://www.dmsmgmtsolutions.com) which provides accounting, bookkeeping, and related services to small businesses. Mike shared several stories about common mistakes they see with people who keep their own books as well as several of the most common discussions he has with clients about their numbers.

In addition, Mike also provided some great insights into what to expect from your CPA vs. a company like DMS as he provided an overview of their three tiers of service. Mike also shared some of the keys to DMS’s growth as they are now a multi-year recipient of the Weatherhead 100 award. Last but not least, Mike shared something he does that is a little different from most advisors where he actually puts his money where his mouth is!

He is also a graduate of the Goldman Sachs 10,000 Small Business Program (https://www.goldmansachs.com/citizenship/10000-small-businesses/US/) and he shared with us some of his key takeaways from that program in our monthly Goldman 10 for 10 segment. One of his key takeaways was he the power and importance of peer-to-peer learning. In fact, it’s been five years since Mike completed the 10KSB program and he and about 10 other fellow graduates from his cohort meet every month to continue sharing and helping each other.

People, Companies and Resources We Mentioned in the Show

DMS Management Solutions (https://www.dmsmgmtsolutions.com) Goldman Sachs 10,000 Small Business Program (https://www.goldmansachs.com/ citizenship/10000-small-businesses/US/) ADA Architects (http://www.adaarchitects.cc) Corrigan Krause (https://corrigankrause.com) Entrepreneurs’ Organization Cleveland (https://www.eonetwork.org/cleveland) Weatherhead 100 (https://weatherhead.case.edu/events/weatherhead100/)

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