Profile

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MARGARET-MARY MORGAN – Certified Bookkeeper

So many business owners come to me (around tax time) suddenly realizing there is something wrong with the way they have done the previous year’s books. They think because they are using QuickBooks everything is automatically correct. Some business owners feel since they took Accounting 101 in college they can take care of their own bookkeeping and do not want the expense of paying a professional.

I tell these new clients – You started your business because you are really good at something.  I also point out the time they spend doing their own bookkeeping is time away from working their own business or doing something they enjoy away from work.  Wouldn’t it be worth spending a little extra money each month so you can spend time with your family?

I have a degree in Business Management, a Certificate in Bookkeeping from The American Institute of Professional Bookkeepers (aipb.org), and I am a QuickBooks ProAdvisor. I am also certified in QuickBooks Online.

Relationships

I am your trusted partner in success and I believe in the value of relationships – that is why I view every client relationship as a partnership. I offer a full range of professional services at a fair price and give you the individual attention that you deserve. If you are looking for someone that will focus on your needs and treat you like a partner, look no further.

Results

I started my business because I am good with numbers, I love debits and credits, and I love reconciling bank accounts. As owner of a business it is important for you to keep accurate financial records. As a QuickBooks Pro-Advisor I will custom-tailor my services to meet your unique needs. Rest assured that when a need arises, I am ready and capable to handle all of your bookkeeping needs so you can focus on managing your business. I love to work with clients to develop a system that will work best for them. My greatest challenge is reconciling a set of books that has not been done in months/years.  In addition to being a Certified Bookkeeper I also have a background in Human Resources.

Please visit my Pro-Advisor page to view what some of my clients are saying about my work:

https://proadvisor.intuit.com/app/accountant/search?searchId=margaret-mary-morgan