Running a business or nonprofit can be overwhelming. Maybe you’re spending so much time crunching numbers that you’re forgetting your purpose. Or perhaps you’re so far behind, you’re dreading the amount of work it’ll take to restore order to your financials. Whatever your situation, we’ve got your back with our signature process, The Morgan Method™.

Named after our founder, Kay Morgan, and based on decades of accounting experience, The Morgan Method™ is a step-by-step process that gives you a clear picture of your financial health and helps you streamline your business, achieve your goals, and free up your time for what truly matters.

You (yes, you!) can have a balanced work-life and a thriving business/vision at the same time by calling in our expert accounting support. It’s not only possible – it’s totally achievable!

REVIEW – Analysis

In the initial consultation we’ll discuss your unique financial situation, share more about our services, and answer any questions. We’ll get to know each other and ensure we’re the right match for your business.

FOUNDATION – Clean Financials

Our team will dive into your numbers to assess your financial health. You’ll receive a report on your existing systems, plus recommendations to improve cash flow, reduce costs, and optimize your Quickbooks. You’ll also get a custom quote on our services to implement our findings and any other ongoing support like bookkeeping or business advising.

GROWTH – Outsource the day to day

If you decide to move forward, we’ll get right to work cleaning up your financials, providing a new and refreshing level of organization and clarity. You’ll also receive accurate reports that will help you make better financial decisions moving forward.

SCALE – Business Advisory

Enjoy ongoing support and partnership. Get regular reviews of key reports for accurate financials and a year-end checklist to make tax time or an audit review a breeze!