Specialists in Advertising Agency Management & Accounting

 

About Us

The right team at the right place at the right time!

We are committed to providing you with the best possible financial, marketing and support services possible. We use the latest technologies including top of the line systems and technology.  Our services include a review of critical processes, systems and procedures to effectively streamline your back office accounting, improve workflow processes and integrate systems to provide best practices and productivity customized for your business goals.

We wish to be viewed as your business partner. And as a business partner, we share in the desire to keep your company operating at its maximum potential. 

  Mim Davis, President/CEO        
Email:  mimdavis@md-a.com


  Rita Shroff, Marketing Consultant     
Email: rita927@gmail.com     

  Delia Milner, Strategic Planning & Project Manager      
Email: delia.millner@sbcglobal.net

  Ronnie Basu, Outsourcing Project Manager
Email: ronnieb22@gmail.com
























  


  Mim Davis, President/CEO  ~ 1997 - Present

Established full-time consulting practice that provides financial, management, systems, and business consulting to service-related companies; specializing in the advertising agency, design, public relations, media, marketing & communications industries.  Performed advertising agency accounting system searches and reviews for agencies.  Provided financial, accounting, systems, management and marketing services. Furnished support in the areas of accounting, forecasting and budgeting, cash flow, management, procedures, training programs, seminars, financial and strategic planning needed to help improve productivity, efficiencies, growth and profitability for clients.


  • Industry specialist - Over 25 years experience specifically in the accounting, systems, media systems and advertising/communications industry.
  • Full understanding of the unique situations and pressures of advertising business environment to help in the development of effective strategic plans and solutions.
  • Understanding of the interrelationship between planning, accounting, general management, creatives and integrated management information systems.
  • Ability to relate operating budget, capital budgets and cash flow forecasts to operations, management decisions and strategic plans within advertising agencies.
  • Developed cost accounting systems to track and improve client profitability within an agency.
  • Professional skills in creative materials, writing documentation and providing group training.
  • Excellent relationships with area bankers, lawyers, accounting firms, new business and marketing consultants, human resources and employee benefits providers.
  • Instrumental in developing better systems of internal control and providing continued assistance, implementation and consultation throughout the year.  

Work Experience:
 
Corporate Controller:  Moroch Partners ~ Dallas, TX   2004-2009.  Moroch is a full service advertising, marketing and public relations agency with accounting centralized in Dallas headquarters.  Agency has 43+ field offices across the country and includes four separate entities with a combined total of over 300 employees.

Corporate VP/CFO:  NEXTMedia, Inc. ~ Dallas, TX   2001-Present. 
NEXTMedia is a results-oriented media planning and buying agency specializing in national broadcast, print and digital media.

VP/CFO:  LMS/MARC USA (Formerly Larkin, Meeder & Schweidel, Inc.) Dallas, TX   1990-1997.  LM&S was a full service advertising agency that later became the Dallas office of MARC/USA which is headquartered in Pittsburgh.


Project Manager:  Professional Software Systems, Inc. (Encoda) ~ New York, NY  1987-1990 
PSS developed the advertising agency software system called Ad/Aid. Was responsible for systems conversions, training, financial/ and accounting consulting, business/accounting management and technical writer

Client Roster (Past & Present):

The Marketing Continuum, Inc. - Dallas

Ryan / Drossman / MARC USA - New York

Asher Media, Inc. - Dallas
Archer Davis Holdings - Dallas & Orlando

LMS/MARC Advertising - Dallas, Tulsa, Orlando

Unique Concepts Specialty, Inc. – Irving

Ward Group - Dallas

Calise & Sedei - Dallas

The Maxfield Group - Las Colinas

Professional Software Systems, Inc. - New York

K&R/MARC Advertising - Chicago

Walter Bennett Communications - Philadelphia

Moroch & Associates, Inc. - Dallas

MARC USA - Pittsburgh
Reunion Homes - Dallas & Kansas City

TeleAmerica Spanish Network – Dallas
Square One Agency - Dallas
Zimmerman Partners – Ft. Lauderdale

MARC / MIAMI, Inc.

NEXT Media, Inc. – Dallas

 

 

 

 

 

 

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  Rita Shroff – Marketing Consultant

Results-driven communications professional with 10+ years experience in creating and executing all aspects of strategic planning.  Expertise in Brand Marketing, Media Strategy, Planning and Negotiation, Target Analysis, Budget Allocation & Maintenance, ROI & Sales Analysis and Merchandising.

  • Industry experience: consumer packaged goods, food and beverage, retail, airline, pharmaceutical and beauty industries with budgets ranging from <$1MM - $130MM
  • Proven ability to define targets and produce effective and creative communication designed to achieve client’s business objectives
  • Fostered relationships with media properties to create multi-platform partnerships including television, print, digital, in-store promotions, out-of-home and sweepstakes
  • Recipient of Mediaweek’s 2006 Media Plan of the Year: Best Use of National Television award

Work Experience:

Senior Communications Planning Supervisor: ZenithOptimedia. 2008-2009 – International media strategy and buying agency with offices in 72 countries.

Media Supervisor: The Richards Group: 2006-2008.  Dallas-based branding and full service advertising agency offering a full range of advertising, marketing and interactive solutions.

Media Supervisor: Optimedia USA: 2005-2006.  Media agency providing communications strategy, planning, negotiation, and implementation services. The company is based in New York with offices in Atlanta, Dallas, Indianapolis and San Francisco.

Senior Media Planner: Deutsch, Inc: 2000-2005.  Full service advertising agency with offices in New York and Los Angeles.

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 Delia Millner – Strategic Planning & Project Manager

Provides strategic, tactical, project management and business management services as well as high level marketing review and analysis of current programs.  Works with leadership to develop, collaborate and integrates business strategies and initiatives.

  • Develop and manage implementation roadmap utilizing highly accomplished multi-tasking and organizational skills to produce quality-focused, results-oriented solutions with diligent discernment for details  Execution of projects from concept through delivery by managing day-to-day assignments, measuring progress, quality assurance, and making course corrections to deliver projects accurately, on time, and on budget
  • Provide mission-minded leadership and motivation for the development of team members through dissemination of information, coaching, training, delegating responsibility, and furnish project resource management
  • Collaborate with programmers/developers from conception to production on a CRM desk-top application whereby defining requirements, conducing testing, monitoring usability and establishing enhancements
  • Assess and develop new marketing initiatives, analyze existing and new business opportunities, create incentive programs and manage new product development in order to refine business/marketing strategies
  • Oversee planning and execution of special events, trade shows, vendor booths, teambuilding meetings and activities, presentation engagements, and other ad-hoc marketing efforts
  • Able to sustain coordination among affected stakeholders, including senior leadership and able to insightfully work closely with both creative and account service teams while managing expectations
  • Passionately and effectively present and communicate precise information to a diverse audience through presenting, participation and leading meetings to ensure proper execution and representation

Work Experience:

VP Special Projects:  Brower Holdings, LP, Dallas, Texas – 2007- 2009.   Guided the establishment and launch of a high-end furniture retail store, managed the completion of a 10,000 sq. ft. élite custom-built home, and drove marketing initiatives for a sub-prime auto finance start-up company to the point of investor purchase.

 

VP Business Development & Operations: RATLIFF HOLDINGS LP, Waxahachie, Texas – 2006- 2007.  Lead business development, project management and marketing efforts in the creation of three start-up businesses

 

Senior Marketing Manager: VERIZON COMMUNICATIONS, Irving, Texas – 1999 - 2003

-         Senior Customer Relationship Management (CRM) Marketing Manager

Design, development, and implementation of a Consumer High Value Customer Experience program

-         Senior ‘Desktop Solutions’ Marketing Manager

Led a real-time, web-based, Customer Relationship Management (CRM) software application project

 

Regional Account Representative: NETWORK MULTI-FAMILY SECURITY, Virginia – 1995 -1999. Coordinated marketing and operational functions of monitored alarms for over 100 MDU properties in 10 states


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  Ronnie Basu – Certified Project Management Professional

Results-driven Management & Sales professional with extensive experience in Information Technology, Sales, and Client Management with strong customer facing skills.  Experienced with directing complex, multi-site technical projects towards successful implementation and delivery within the constraints of time and budget.

  • Project Management Professional (PMP)
  • Microsoft Certified Systems Engineer (MCSE)
  • 8+ years of Project Management experience in Financial Services, Healthcare, Telecom and IT Networking / Infrastructure
  • 7+ years of Direct Sales / Client Management experience in Healthcare and Financial Services
  • 6+ years managing cross-functional departments and teams with internal / external team members.
  • 5+ years in Data Operations, Network Operating Systems, and IT infrastructure
  • 3+ years in Software Delivery / Migration projects and SDLC processes
  • ISO 9001 Certified Internal Auditor
  • Foreign Language ~ Fluent in Hindi & Bengali (India)

Work Experience:

Project Manager / Implementer - Verizon Telecom – (2009 – 2010) 
Led 9 simultaneous projects with responsibility for all hardware / infrastructure needs and management of all resources needed to implement the Verizon Voice Portal suite of software applications at a new Verizon data center as part of the Verizon Telecom Project North initiative. 
Planned and executed the rollout of 200+ Windows, Sun, and HP-UX physical servers and Windows and Linux VMware servers, managing all resources for Network Build, O/S load, Storage Provisioning, Application and Middleware Load, UAT, Network Security and Certifications, and final “Go Live” activities.

Project Manager - Digital Matrix Systems – (2008)

Reported directly to VP of Decision Science and served as project manager for the 2008 zip-based preference analysis for a top 5 U.S. Bank, organizing and driving the project plan tasks for project resources from all 3 credit bureaus (Experian, TransUnion, and Equifax), internal DMS resources in Operations, Product Management, and Analytics, and external Client resources. 

Senior Project Manager – Experian – (2006 – 2008)
Developed and implemented project plan that drove the successful implementation of a $2 Million software application upgrade for Barclays Bank to Transact 4.2, Strategy Manager 1.3 (SMG3).  Reported directly to CTO of Experian’s Decision Analytics division and served as the primary liaison between client and 30 project team members in 5 separate locations in the United States, Europe and South America.

VP of Sales - OutsourceBiz LLC – (2002 – 2005)
 
Business Process Outsourcing (BPO) firm processing 2 Million+ transactions per month for U.S. clients in Medical Claims Processing industry. 

  • Planned and executed all sales and business development activities including outbound telemarketing, onsite presentations, advertising, tradeshow participation and strategic vendor partnerships resulting in 18 new clients in the continental US and Alaska.
  • Conceived, built, and served as Center Executive for 10 Call Center employees.
  • Gathered requirements for data entry and EDI requirements for all Medical, Dental, and Vision Claims forms to set up streamlined automation of all data back to client claims systems with 24 to 48 hour turnaround.      

    Client Roster (Past & Present):

    Verizon Telecom
    Barclays Bank - Wilmington, Delaware
    Capital One - North Carolina
    Citigroup Canada
    Thomas Industries - Sheboygan, Wisconsin
    ANTEC - Atlanta, Georgia
    Richardson Independent School District - Texas

     

     

     

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