Dynamic Support Solutions Company Profile

Background

Company Overview

Dynamic Support Solutions (DSS) is a consulting firm specializing in financial, back-office, and operational support services tailored for educational institutions and non-profit organizations. Established in 2012 and headquartered in Irving, Texas, DSS has been dedicated to enhancing the operational efficiency and financial management of its clients.

Mission and Vision

DSS's mission is to empower educational and non-profit organizations by providing comprehensive support services that enable them to focus on their core missions. The company's vision is to be a trusted partner in fostering growth and sustainability for its clients through strategic financial and operational guidance.

Primary Area of Focus

DSS concentrates on delivering a range of services, including accounts payable, bank account reconciliations, bond issuance support, bookkeeping, and business office management. Additionally, the firm offers strategic planning guidance to improve operational efficiencies and assist clients in achieving self-sufficiency.

Industry Significance

Operating within the consulting industry, DSS plays a crucial role in supporting educational institutions and non-profits, sectors that often face unique financial and operational challenges. By offering specialized services, DSS contributes to the stability and growth of organizations dedicated to education and social causes.

Key Strategic Focus

Core Objectives

DSS aims to provide exceptional core support services, from accounting to HR, enabling clients to become self-sufficient and expand their impact. The company is committed to accuracy, efficiency, and excellence, ensuring organizational success for its clients.

Specific Areas of Specialization

The firm's specialization includes:

• Audit Preparation: Assisting organizations in preparing for internal and external audits by ensuring financial records are accurate and organized.

• HR Services: Simplifying payroll management, ensuring compliance with regulations, and providing reporting for entities like the IRS and state agencies.

• IT Services: Offering comprehensive support for student data and attendance systems, including setup, management, integration, and strategic planning.

• Due Diligence: Providing financial analysis, legal and compliance review, operational assessment, and risk mitigation strategies.

• State Reporting: Managing education information systems to ensure data accuracy and compliance with state-mandated standards.

Key Technologies Utilized

DSS employs various technologies to deliver its services, including:

• Financial Management Software: Tools for accounting, payroll, and financial reporting.

• Data Management Systems: Platforms for managing student data and attendance.

• Compliance Tracking Tools: Software to ensure adherence to state and federal regulations.

Primary Markets Targeted

DSS primarily serves educational institutions, including public, private, and charter schools, as well as non-profit organizations across the United States. The firm's services are designed to meet the unique needs of these sectors, helping them navigate financial complexities and operational challenges.

Financials and Funding

Funding History

Specific details regarding DSS's funding history, total funds raised, and recent funding rounds are not publicly disclosed. The company operates as a privately held entity, focusing on providing specialized consulting services to its clients.

Notable Investors

Information about individual investors or investment firms backing DSS is not publicly available.

Intended Utilization of Capital

While specific utilization details are not disclosed, it is reasonable to infer that any capital raised would be directed towards expanding service offerings, enhancing technological capabilities, and supporting the growth of the firm's client base.

Pipeline Development

Key Pipeline Candidates

DSS's pipeline development focuses on:

• Service Expansion: Introducing new services to meet the evolving needs of educational institutions and non-profits.

• Technological Integration: Implementing advanced technologies to improve service delivery and operational efficiency.

Stages of Development

The company is in the process of:

• Service Development: Designing and testing new service offerings.

• Technology Implementation: Integrating new technologies into existing service frameworks.

Target Conditions

DSS aims to address the financial and operational challenges faced by educational institutions and non-profits, including:

• Financial Management: Ensuring accurate and efficient financial operations.

• Compliance: Adhering to state and federal regulations.

• Operational Efficiency: Streamlining processes to enhance organizational performance.

Anticipated Milestones

The company anticipates:

• Service Launches: Rolling out new services to clients.

• Technology Upgrades: Completing the integration of new technologies.

• Client Acquisition: Expanding the client base through enhanced service offerings.

Technological Platform and Innovation

Proprietary Technologies

DSS utilizes proprietary methodologies and systems tailored to the educational and non-profit sectors, ensuring customized solutions that meet the specific needs of its clients.

Significant Scientific Methods

The firm employs data-driven approaches, including:

• Financial Analysis Techniques: To assess and improve financial operations.

• Compliance Auditing Methods: To ensure adherence to regulations.

• Operational Assessment Tools: To evaluate and enhance organizational efficiency.

AI-Driven Capabilities

While specific AI-driven capabilities are not detailed, DSS is committed to integrating advanced technologies to improve service delivery and operational efficiency.

Leadership Team

Gene Zhu – Founder

Gene Zhu is a seasoned accounting and finance professional with over 20 years of experience in financial operations for non-profit organizations and public charter schools. He has held senior roles in accounting and finance operations and served as Senior Director of Accounting and Finance for Uplift Education. Gene holds Master's degrees in Finance and Management Information Systems from Dallas Baptist University.

James Dworkin, CPA – Chief Executive Officer

James Dworkin leads DSS's team of financial professionals serving over 30 charter schools and non-profit entities across seven states. A licensed CPA, James is a graduate of DePaul University and The University of Chicago, holding an MBA and an Executive Certificate in Nonprofit Governance. His prior experience includes roles as CFO, Controller, and VP of Finance in private and public corporations. James is also a U.S. Navy veteran.

Michael Hooten – Chief Operating Officer

Michael Hooten has extensive experience in education, having served as Founder & Superintendent/CEO of Trinity Environmental Academy and Executive Director of Destination Wilderness Youth. He has held various leadership roles, including Dean of Instruction and Secondary Director, and Director of Project Management at a large charter network in North Texas. Michael holds a Bachelor of Science in Business Administration from the University of Texas at Dallas.

DaiAnn Mooney, CPA – Chief Financial Accounting Consultant

DaiAnn Mooney has over 26 years of experience in school finance, having served as Chief Financial Officer for Grapevine-Colleyville ISD. She joined DSS in 2023 and serves as Chief Financial Consultant for various schools. DaiAnn earned a Bachelor of Business Administration in Accounting from Texas Tech University and is a certified public accountant.

Dillon Laney – Chief of Staff

Dillon Laney is an organizational leader with experience in technology support services. As Chief of Staff at DSS, he streamlines internal processes and leads the Data Analytics team. Dillon holds a Bachelor of Science in Network Operations & Security from Western Governors University and is pursuing an Executive MBA at the University of Texas at Dallas.

Competitor Profile

Market Insights and Dynamics

The market for financial and operational consulting services for educational institutions and non-profits is characterized by a growing demand for specialized support to navigate complex financial regulations and operational challenges. Organizations seek partners who can provide tailored solutions to enhance efficiency and compliance.

Competitor Analysis

DSS operates in a competitive landscape with several firms offering similar services. Key competitors include:

• DLT Solutions: A value-added reseller of software and hardware, providing professional services to federal, state, and local governments, as well as educational institutions.

• Dynamic Service Solutions: