Done-for-you bookkeeping
Transactions categorized, reconciled and reviewed continuously. You never touch a spreadsheet.
DSJ Capital · Financial Services
Institutional-grade finance. Now for your business.
The reporting rigor and process discipline once reserved for funds, family offices and large investors — applied to your company's books, close and cash flow. Done for you, in English or Portuguese.
A division of the DSJ Capital group · Operating across the United States, Latin America and the Middle East
Built on the operating discipline of the DSJ Capital group
DSJ Capital serves sophisticated clients across three regions. Financial Services brings that same operating standard — controls, reporting cadence, multi-jurisdiction fluency — to entrepreneurs and growing businesses.
The Financial Services division does not provide investment advisory services.
Everything your back office should be
Five capabilities, delivered as a service — not as software for you to operate.
Monthly close and statements
P&L, balance sheet and cash-flow statement closed and delivered every month, on a fixed cadence.
13-week cash forecast
A rolling view of the next quarter of cash, refreshed as transactions land. Decisions ahead of the curve, not behind it.
Tax, coordinated end-to-end
Returns prepared and signed by licensed, independent partner CPAs under a separate engagement — with your data already organized, no rework.
A bilingual team that knows you
English and Portuguese, US time zones, one dedicated point of contact. Your questions answered by people, not tickets.
Software gives you tools. We do the work.
The tools you may already know — QuickBooks, FreshBooks and the like — are built for you to operate. Traditional bookkeeping helps, within limits. This is a comparison by capability, not against any specific product.
| DIY accounting software | Traditional bookkeeping | DSJ Financial Services | |
|---|---|---|---|
| Books kept for you | You do it | Varies | Always |
| Monthly close with three statements | Reports if you configure them | Often quarterly | Every month, fixed cadence |
| 13-week cash-flow forecast | Not included | Rarely | Included |
| Investor-ready reporting package | Not included | Rarely | Included |
| Bilingual service (EN/PT) | Interface only | Rarely | Native |
| Licensed CPA coordination for tax | You find your own | Sometimes | Built into the service |
Capability comparison by service category. Product names referenced for context only; capabilities of specific products vary by plan and configuration.
The standard is institutional. The client is you.
01
Reporting rigor
The same monthly reporting cadence and review discipline institutional clients expect — applied to a $300k business as seriously as to a $30M one.
02
Process discipline
Close checklists, reconciliation controls and a documented trail behind every number. Nothing 'roughly right'.
03
Bank-grade data security
Encryption at rest and in transit, strict per-client isolation and a tamper-evident audit trail on every financial record.
04
Multi-market fluency
Operating experience across the United States, Latin America and the Middle East — different rules, currencies and cultures, one standard of care.
Investment readiness
Raising capital? Get investor-ready first.
Investors say no to messy books before they say no to anything else. We organize your financials, build your reporting package and prepare your data room to the standard that funding and M&A processes demand — so your numbers tell your story clearly.
- Clean, current books with a documented close history
- Reporting package: monthly statements, KPIs and cohort views
- Data-room preparation and financial model hygiene
- Optional introduction to the DSJ Capital group's relationship team
DSJ Financial Services does not raise capital, place securities, provide financing, or guarantee fundraising outcomes. We prepare your financial foundation; investment decisions belong to you and your investors.
Global expertise, local fluency
Different markets, different rules — one team that speaks them all.
United States
Federal and state filing calendars, sales tax across states, 1099 season, entity structures from sole prop to S-corp.
Latin America
Founders and owners with ties across the region — and the cultural fluency to serve them in their own language.
Brazil–US cross-border depth
Owners with Brazilian ties face specific obligations — FBAR and Form 8938 disclosures, Form 5472 filings, and Brazil's Law 14.754 on offshore structures. We track them so you don't learn about penalties the hard way.
Plans for every stage
Planned offering at launchFounding members from the waitlist lock the pre-launch price for 12 months after launch.
Starter
$199/mo
Solopreneur or single-member LLC, up to $200k/yr
- Up to 150 transactions/mo · 1 bank + 1 card
- Automated bookkeeping & reconciliation
- Monthly P&L, balance sheet & cash flow
- Basic cash forecast
- Quarterly tax strategy*
Growth
$599/mo
Businesses from $200k to $1M, with a team
- Everything in Starter
- Up to 500 transactions/mo · up to 3 banks
- Payroll oversight (Gusto/ADP)
- Multi-state sales tax monitoring
- 1099 contractor preparation
Scale
$999/mo
Operations from $1M to $3M
- Everything in Growth
- Unlimited transactions & banks
- AP & AR automation
- Monthly advisory call
- Custom reports
* Income tax services are planned to be performed by licensed, independent partner CPAs under a separate engagement letter between you and the CPA — partnership currently being structured. Prices in USD, per month.
Who's behind this
Real names and a direct line — service the way it used to be.
Domingos
Founder · Product & technology
Leads the DSJ Capital group's technology practice. Builds the automation that delivers institutional process at a fraction of the traditional cost.
Max
Partner · US client experience
Your point of contact on US time, in English or Portuguese. Personally guides every founding client through onboarding, questions and the monthly rhythm.
Why we built this: growing businesses deserve the same financial discipline large organizations take for granted — without hiring a finance department to get it.
Frequently asked questions
What is the relationship with DSJ Capital?
Financial Services is a division of the DSJ Capital group, built to bring the group's operating discipline to businesses. It is operated separately from the group's other activities and does not provide investment advisory services.
What does "institutional-grade" actually mean?
Fixed monthly close cadence, documented controls behind every number, reviewed reconciliations, and reporting formats investors and lenders recognize. It's the difference between 'my books are probably fine' and knowing.
Do you replace my accountant?
Bookkeeping, reconciliation, and monthly reporting — yes, faster and more transparently. Income tax returns are planned to be prepared and signed by a licensed, independent partner CPA, with your data already organized by the platform — no rework, no hidden cost.
How does the tax part work?
The platform organizes your numbers all year and prepares the complete tax package. Filing execution (1040, 1120, 1065) is planned via a licensed partner CPA under a separate engagement letter between you and the CPA — you experience a single DSJ-branded service. This partnership is being structured for launch.
Can you help me raise capital?
We prepare you for it: organized books, a credible reporting package, and a clean data room. We do not raise capital, place securities, provide financing, or guarantee outcomes — preparation is our job; the raise is yours and your investors'.
Is my data safe?
Encryption in transit and at rest, per-client data isolation enforced at the database level, and a tamper-evident audit trail. Data handling follows LGPD and GDPR. We never sell your data.
When do you launch?
We're building now, with an initial launch in Florida. The waitlist defines entry order — founding members get in first and lock the pre-launch price for 12 months.
Do you serve clients outside Florida?
Yes — the service is fully digital and serves any US state. Florida is the launch market; the waitlist is open to everyone.
I'm behind on FBAR or Form 5472. What now?
Don't panic — regularization paths exist (like the IRS Streamlined Procedures) that reduce or eliminate penalties in many cases. Join the waitlist and tell us in the form: catch-up cases get priority. General guidance, not tax or legal advice; execution via licensed partner CPA.
How much will it cost?
Three monthly plans: Starter $199, Growth $599, and Scale $999 — pre-launch prices that founding members lock for 12 months. No hidden fees; any migration setup fee will be communicated upfront.
Join the waitlist
Founding spots are limited. Takes under two minutes.