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 for her strong problem-solving skills, Alison is especially adept at navigating QuickBooks, resolving sales tax issues, and troubleshooting challenges that arise during monthly financial reporting. Inspired by her grandmother’s career in accounting and driven by a love of numbers, Alison followed a natural path into the profession and has remained passionate about helping clients succeed.

Alison is based in the firm’s Concord office. Outside of work, she enjoys time with her husband and three children, relaxing at the beach, reading a good book, and cheering on Duke athletics.