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CPAs, but Modern.

Tech forward.

Cloud native.

Pathfinder precision.

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Pedestrians from an Ariel View

SERVICES

Helping business owners focus on what matters most...

Running their business.

Services
Client Accounting Services & Bookkeeping

Ensuring your business' records are complete and timely. Freeing up your time, and allowing you to make decisions and cutting out stress.

Tax Preparation

Preparation of you and your business' compliance needs. Whether it's estimates, or annual tax returns.

By the Numbers

$20,000-$25,000,000

Range of client annual revenue

3

States clients are located

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About

Brendan Morgan, CPA

Hello! I'm a licensed Illinois and New York State CPA who has been working with small to medium-sized businesses tax and accounting needs for 6 years.

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Quickbooks Gold Tier ProAdvisor
quickbooks online certification level 2
intuit Quickbooks bookkeeping certification
gusto payroll certification

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