Matthew White
Lillian Smith
Wendy McNeill
Brenna Braswell
QuickBooks Online Overview
Client Accounting & Advisory Services
Client Accounting & Advisory Services Free up internal resources by outsourcing your accounting to DMJPS. North Carolina Business Services How CAAS Supports Your Business Your financial information should help you understand what is happening in your business, not simply record what has already happened. Our Client Accounting & Advisory Services (CAAS) provide ongoing accounting support […]
Marissa West
Marissa West is a Client Accounting Specialist at DMJPS CPAs + Advisors in the Client Accounting and Advisory Services (CAAS) department. Based in the firm’s Concord office, Marissa provides monthly bookkeeping support to clients across various industries, including commercial real estate, education, and nonprofits, particularly charter schools. She is committed to delivering accurate, timely financial […]
Mindy Sammons
Mindy Sammons is a Client Account Specialist at DMJPS CPAs + Advisors in the Client Accounting and Advisory Services (CAAS) department. With over 20 years of experience, she provides comprehensive support in bookkeeping, payroll, sales tax, business property tax listings, and the preparation of both individual and corporate tax returns. Mindy works across a broad […]
Alison Morgan
Alison Morgan is a Manager at DMJPS CPAs + Advisors in the Client Accounting and Advisory Services (CAAS) department. Bringing over 25 years of experience in accounting and finance, she provides full-service accounting support focusing on financial reporting, client service, and operational problem-solving. Alison serves clients across various industries, including nonprofits and professional services. Known […]
Nicole Patty
Nicole Patty is a Supervisor at DMJPS CPAs + Advisors in the Client Accounting and Advisory Services (CAAS) Department. With over 10 years of experience, Nicole specializes in client accounting for the nonprofit, retail, construction, and manufacturing sectors, and she handles monthly bookkeeping for a variety of clients. Nicole earned her Master of Accounting from […]
Kay Griffin
Kay Griffin is a Manager at DMJPS CPAs + Advisors in the Client Accounting and Advisory Services (CAAS) department. With nearly 50 years of experience in accounting and finance, Kay provides full-service support to clients, including financial reporting and day-to-day accounting solutions. She takes pride in helping clients develop reliable, accurate financials they can trust […]
Meg Harrison
Meg Harrison is a Manager at DMJPS CPAs + Advisors in CAAS Services. With over a decade of experience in client accounting and finance, Meg helps DMJPS clients with full service accounting, including financial reporting and client support services. Meg excels in collaborating with professionals to streamline processes and identify areas for enhancement, ensuring clients […]