Smarter Client Accounting for Growing Businesses
A Smarter Financial Foundation for Strategic Growth
Building a purposeful business strategy starts with strong financial reporting—and the right guidance to interpret them. While automation can streamline back-office tasks, unlocking the full value of your data requires experienced advisory oversight.
At JHM, our Client Accounting & Advisory Services (CAAS) team help you do more than keep the books. We reduce your day-to-day workload so you can focus on the decisions that drive your business forward.
Go beyond compliance and reporting. Partner with business advisors who understand your industry’s financial drivers, valuation strategies, and the accounting processes that support sustainable growth.
Strategic Financial Leadership—Without the Full-Time Overhead
Unlock Growth with Bookkeeping, Outsourced Controller, and Fractional CFO Services.
At JHM, we go beyond the numbers. As your business scales, so do your financial challenges. Whether you’re navigating cash flow, investor reporting, or strategic planning, we provide the right level of financial leadership at the right time—without the cost and commitment of hiring full-time staff.
We offer three powerful solutions tailored to where you are now—and where you’re going next.
Bookkeeping, Payroll & Sales Tax Compliance
The foundation of your financial operations
We take care of the essential accounting and compliance tasks so you can focus on running your business with confidence.
Our services include:
- Accurate transaction recording and monthly reconciliations
- Accounts payable and receivable tracking
- Payroll processing and retirement contribution submissions
- Sales tax filing and compliance reporting
- Basic monthly financial statements
Who Is It For?
Small to mid-sized businesses that want peace of mind knowing their books are accurate, payroll is handled on time, and compliance obligations are met- without the stress of managing it all internally.
Outsourced Controller Services
Your Day-to-Day Financial Backbone
Our Outsourced Controller services keep your financial operations running smoothly and accurately. Ideal for growing businesses that need more than basic bookkeeping, we bring structure, oversight, and clarity to your financial picture.
Key Functions We Provide:
- Monthly closes, reconciliations, and internal financial reporting
- Oversight of accounting staff or outsourced bookkeepers
- Budget preparation and variance analysis
- Implementation of financial systems and process improvements
- Audit and compliance readiness
Fractional CFO Services
Your Strategic Growth Partner
When it’s time to make bigger decisions—fundraising, acquisitions, expansion—you need high-level financial strategy and vision. Our Fractional CFOs offer executive-level expertise, on-demand.
Key Functions We Provide:
- Financial forecasting and scenario modeling
- Strategic planning and growth roadmapping
- Cash flow management and capital planning
- Board reporting, investor relations, and fundraising support
- KPI design and performance monitoring
Your fractional CFO helps you see around corners—guiding your leadership team with financial insight to fuel smart decisions and sustainable growth.
Think of your controller as your financial quality control officer – ensuring accuracy, consistency, and insight across your accounting function. In the same way, your fractional CFO serves as your strategic financial navigator- turning reliable numbers into forward-looking strategies that drive growth and profitability.
Why Outsource These Roles?
Better Talent. More Flexibility. Faster Impact.
Hiring a full-time controller or CFO can cost six figures—and that’s before benefits, bonuses, and the time spent recruiting the right fit. With our outsourced solutions, you get:
- Top-tier professionals with multi-industry experience
- Scalable support—we grow with you
- Immediate impact—no ramp-up, no turnover headaches
- Strategic guidance + tactical execution
- Unbiased insights—we bring an outsider’s clarity and an insider’s commitment
Why JHM?
We’re not just accountants—we’re business partners. Our team includes CPAs, controllers, and CFOs who have sat in your seat. We’ve helped high-growth startups, established family businesses, and multi-entity operations achieve clarity and control.
When you work with us, you get:
- A dedicated team with sector-specific expertise
- A proactive, forward-thinking approach
- Seamless integration with your existing systems and staff
- Confidentiality and trust rooted in CPA-level ethics and standards
Let’s Talk
If you’re ready to elevate your financial leadership without the full-time cost, let’s start a conversation. Whether you need steady hands or strategic minds—or both—we’re built to support your growth