Foundation
Bookkeeper
Build a strong financial foundation
Includes:
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Monthly bookkeeping
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Bank and credit card reconciliation
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Monthly financial statements
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Sales tax filing (if applicable)
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Quarterly KPI dashboard & variance review
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Year end tax package for CPA
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Email support
Management
Controller
Accurate. Organized. CPA ready.
Everything in foundation, plus:
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Monthly close and financial review
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Journal entries and accrual
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Balance sheet and account reviews
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Fixed asset & depreciation tracking
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Loan and credit line reconciliations
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Clean up & proper account coding
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CPA workpapers & year-end schedule
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Respond to CPA questions
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Quarterly review meeting
strategic cfo
Strategic Partner
Forward looking. Insight driven. Growth focused.
Everything in management, plus:
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Annual budget
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Rolling 12-month forecast
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Cash flow and forecast management
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Monthly KPI dashboard & variance analysis
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Department / job profitability
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Breakeven & scenario analysis
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Pricing & product line analysis
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Hiring & head count planning
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Major purchase & investment analysis
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Finance guiding
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Attend leadership / team meetings
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Monthly CFO meetings
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Unlimited strategy questions
Trust Management
Special Advisory Services
All services plus:
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Trust and LLC financial administration
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Financial Reporting & recordkeeping
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Asset & cost basis tracking
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Cash flow oversight
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Distribution reporting
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Coordination with attorneys/CPA's
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Ongoing financial compliance
Our Mission
At Courtney Morris & Co., we believe strong financial management is the foundation of a successful business.
Led by founder Courtney Morris, who brings over 20 years of experience in finance and accounting, our team provides personalized bookkeeping, accounting support, tax planning, CFO advisory, and trust administration services.
We work closely with business owners, entrepreneurs, and individuals to bring clarity to complex financial matters, improve financial operations, and develop strategies for long-term success.
From day-to-day bookkeeping and financial reporting to business strategy, entity management, and specialized trust administration, we take a comprehensive approach to helping our clients protect, manage, and grow what they've built.
Our philosophy is simple: professional expertise, personal relationships, and practical financial solutions.
At Courtney Morris & Co., we're more than a financial service provider. We're a trusted partner invested in your success.
Client Testimonials
Lisa Brown
"The team at Courtney Morris & Co is incredibly knowledgeable and supportive. I feel more confident in my financial decisions thanks to their guidance."
Steve
Courtney's team has been an indispensable investment to my family's trust and businesses. She is knowledgeable and very personable and professional. I am very happy with the level of trust I am able to put into CMC.
ANTHONY K.
"We’ve been working with Courtney Morris for over a year, and I can’t recommend her highly enough. She has been absolutely phenomenal to work with from day one.
Courtney is incredibly knowledgeable when it comes to bookkeeping and tax regulations, and she’s consistently helped us identify potential issues before they became costly problems. Her attention to detail and proactive approach have given us tremendous peace of mind.
Beyond her expertise, she’s friendly, responsive, and genuinely easy to work with. Whenever we have a question, she takes the time to explain everything clearly and always goes above and beyond to help. It’s clear that she truly cares about her clients and their success.
If you’re looking for an an accountant and CFO who is professional, trustworthy, and exceptionally knowledgeable, Courtney Morris is an outstanding choice. We look forward to working with her for many years to come ."
sHANNON k.
"Working with Courtney Morris & Co has been a fantastic experience. I have utilized her bookkeeping services for my small business and she always keeps me on track and is very knowledgeable."