Hired 1 time
Very knowledgeable! We look forward to working with Morgan again on future projectsMay 5, 2020Verified
Morgan is super smart, has a strategic head for business finances, gets the job done without needing any hand holding, and best of all -- is COMPASSIONATE when helping small business owners manage challenging financial situations. I can't say enough great things about Morgan!Apr 23, 2018
- What should the customer know about your pricing (e.g., discounts, fees)?Pricing is done in monthly packages which are customized to the clients needs. Additional support can be added on to an existing package.
- What is your typical process for working with a new customer?I like to start with a complimentary discovery call to understand the scope of work and determine if I am a good fit. Then, a quote, agreement, and invoice are sent.
- What education and/or training do you have that relates to your work?I have a Bachelor's degree in Accounting and 5 years experience providing accounting services to small and mid-size businesses. This includes bookkeeping, set up, clean up, financial statement preparation, payroll, and consulting.