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 that keeps your records current and gives you useful information for planning.

Our team can strengthen an existing finance function or take responsibility for work that has become difficult to manage internally. As your needs change, we can adjust the level of support without disrupting the systems your business depends on.

Strengthening Your Day-to-Day

CAAS can cover routine accounting responsibilities as well as higher-level financial guidance. We work with you to identify where additional support would have the greatest impact.

Fractional CFO Services

When more experienced financial leadership is required, our fractional CFO professionals can provide guidance without the cost of a full-time hire.

Financial Reporting

Receive monthly, quarterly, or annual financial statements that show how the business is performing. We can also prepare supporting schedules and maintain depreciation records.

Payroll & Accounts Management

Keep essential financial activity organized through bookkeeping support, account reconciliations, payroll coordination, and accounts payable or receivable services.

Budgeting & Forecasting

Use budgets and cash flow forecasts to prepare for upcoming needs.

Tax & Reporting Responsibilities

Stay current with recurring requirements such as 1099 preparation, sales and use tax compliance, and fringe benefit reporting.

Accounting Systems

Improve the way financial information moves through your business. Our team can assess your current accounting system and recommend changes that make reporting more reliable.

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Bookkeeping & QuickBooks Support

Bookkeeping is a foundational part of the accounting process. When transactions are recorded correctly and accounts are reconciled on time, tax professionals and advisors have better information to work with.

Our Certified QuickBooks ProAdvisors can assist with implementation and setup. We also provide training, troubleshooting, and ongoing bookkeeping support.

Accounting software can make routine work more efficient, but it does not replace professional judgment. Our team helps make sure the system is being used correctly and that the information it produces reflects what is actually happening in your business.

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Turn Financial Information Into Useful Insight

Accurate records are the starting point. The real value comes from understanding what the numbers show about the business. We help you track performance against your plans. Regular reporting can highlight cash flow issues early and show where there may be room to invest.

Cloud-based tools provide timely access to financial information while our team works alongside yours, ensuring the data stays accurate and reliable.

Bookkeeping FAQ: Clearing Up Common Misconceptions

Is bookkeeping the same as accounting?

Not exactly—but bookkeeping is a foundational part of accounting. Without accurate books, your accountant can’t do their job effectively. It’s a critical component of your financial ecosystem.

Can my bookkeeper handle taxes too?

Bookkeepers keep things organized; tax professionals focus on tax strategy and filing. It’s best to let each expert stay in their lane to avoid costly mistakes.

Isn’t bookkeeping fully automated with software now?

Software and AI are helpful tools, but they don’t replace human judgment. Errors in data input or overlooked issues can still cause big problems if not handled properly.

Isn’t bookkeeping just entering numbers?

Nope—it requires a deep understanding of accounting principles. Good bookkeepers know what the numbers mean and how to structure them for financial accuracy.

Can’t I just go with the cheapest bookkeeping option?

Cheaper doesn’t always mean better. Poor-quality bookkeeping can lead to messy financials, costly corrections, and unnecessary stress.

Key Considerations When Outsourcing Your Accounting

Do I need an accounting partner with industry-specific expertise?
Is my company preparing for growth and expansion?
What level of personnel will be assigned to my business?
Does my accounting software or technology require assessment or better management?

Our People

A Finance Team That Knows Your Business

Good accounting support depends on familiarity with the business behind the numbers. Our professionals take the time to understand your processes and how financial information is used across your organization.

You will work with a connected team that can address day-to-day accounting questions and bring in additional DMJPS expertise when your needs extend into tax or financial advisory work.