Morgan graduated from the University of Minnesota-Duluth with a Bachelor’s degree in Accounting. She is dedicated to becoming a trusted advisor to each of her clients, taking the time to thoroughly understand their unique needs and aspirations. Morgan leverages her extensive knowledge and experience to help clients achieve their goals and meet their compliance requirements. Her approach is rooted in building strong, collaborative relationships, ensuring that every client receives personalized and effective solutions tailored to their specific business needs and challenges.
With her experience as a Chief Financial Officer, Morgan has developed a strong foundation in budgeting, compliance work, and strategic initiatives. Her expertise spans a wide array of services, including reviews, compilations, business taxation, Client Accounting Services (CAS), and transition planning.