History of our company

Founded in 2007, the Morgan Financial Services team specializes in the areas of Bookkeeping, Tax, Accounting, and Business Advisory services for individuals, sole proprietors and incorporated companies.  And, we are absolutely committed to making your money work for you!

Our mission

Quite simply, our focus is to add tangible value and we do this by working with you and your team to develop, implement and sustain your financial and business strategies.  We work with you to genuinely understand the business problem you’re trying to solve and create a tangible plan that adds demonstrated value.  We provide you with the tools, resources and knowledge needed for continued growth and sustainment.

Our team is focused on providing you with what you need – when you need it.  Expect to have a comfortable and positive experience with us.  We are experts in Bookkeeping and Accounting and we remain one step ahead by understanding future financial industry trends. Then, we will analyze and validate that you and your company are aligned for financial success.

Our roster of satisfied clients includes Fortune 500 companies, mid-sized companies, sole proprietors and individuals.  We encourage you to review the testimonials provided by our esteemed clients.