


Helping clients plan & make effective
business decisions
"Tracking every penny in & every penny out."

Morgan,CPA
MARCUS MORGAn, mSa,cpa
901.606.7781
OWNER & FINANCE MANAGER
Throughout my career I've been in roles that made me responsible for overseeing the financial reporting processes of a business organization. I have a proven ability to overcome complex business challenges while executing critical decisions using experience-backed judgment along with irreproachable integrity.
I'm a native of Memphis, Tennessee. I'm proud of our city and what it has been able to accomplish over the last decade. My core competencies include the following:
Pivot Tables, SQL, V-lookups, Dashboards, VBA, Access, PowerPoint, Excel Formula/Functions Writer & Operator, Cost Analysis, General Ledger, Profit/Loss Performance/Improvement, Bookkeeping, Financial Statement Preparation, Cash Flow Management, Accounts Receivable, Accounts Payable, Budgeting, Reconciliation, Balancing, Tax Preparation, Expense Planning, Tracking, Trending, Forecasting, Modeling, Compliance, Reporting, Auditing, and Financial Summarization.
Amber neicy
ACCOUNTANT & G/L SUPPORT
Native Memphian, and University of Tennessee alumni.
Accountant and general ledger support which includes preparing journal entries, reconciling accounts, investigating discrepancies in accounts, supports the accounts payable functions, accounts receivable functions, organize financial records, collaborates with internal teams, and assist with month-end close as well as year-end close.

chad cohen
IT SUPPORT & SYSTEM ANALYST
Native Memphian, and University of Mississippi alumni.
System Analyst & IT support which includes technical support for hardware, software, and network issues. He maintains, configures, and monitor IT systems and applications. Analyzes system needs, implementing solutions, and ensure reliable technology performance across the organization.
Testimonials
ML Group Logistics
Mike Longo
"Mr. Morgan did an excellent job at providing the company a budget and correcting its cost structure."
Testimonials
Well Child Health Services
Marcus White
"Mr. Morgan provided outstanding assistance with the company strategic goals."
Contact me for a quote or fee schedule for any of the following services listed below:
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Accounting guidance & direction
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Tax planning and strategies
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Management information audit and analysis
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Accounting systems and controls
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Strategic planning and forecasting
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Financial reporting and analysis
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Profit improvement
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Cash flow planning and analysis
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Bank reconciliations
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Accounts payable and accounts receivable
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Payroll
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Quick Books accounting software training and support
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Bookkeeping