alyssa morgan

small business accountant

About

There’s something satisfying about bringing order to chaos, especially when it helps real people. I work with small business owners to make sense of the numbers behind their work so they can focus on what they do best and worry less about what’s happening in the background.I got started in accounting because I enjoy structure and problem solving. Along the way, I’ve had the opportunity to work in roles that taught me a lot about what small businesses really need. Now, I use that knowledge to offer thoughtful support that makes a difference.When I’m not working, I’m usually hanging out with my husband, baby boy, and our fur babies. I’m not one for the spotlight, but I love getting to help others shine in theirs.Let's work together!

Monthly Financials

Keep a pulse on your business.
Ongoing tracking of income, expenses, and all account balances. Best for those who always want to know where things stand and can easily plan ahead without any of the guesswork.

Investment starting at $300 monthly

Quarterly Financials

For those who don't need monthly check-ins.
A great option if your transaction volume is lower but you still want clean records and helpful insights every few months.

Investment starting at $650 quarterly

Annual Financials

For the once-a-year folks.
Ideal if you're looking for clean records for tax time only. Your financial reports are prepared and delivered at year-end.

Investment starting at $1,800

Catch-Up & cleanup

Behind? No big deal!
If you're months (or years) behind, let me sort through the mess, fix mistakes, and get your books into the best shape.

Determined during free consultation

Setup & Training

Get started the right way.
New to QuickBooks Online or Xero? I'll handle the setup and walk you through the basics to set you up for success.Additional training provided for those who prefer to DIY.

Payroll Oversight & Compliance

Monthly bookkeeping clients only
You run payroll through your software of choice. I make sure it’s accurate, compliant, and your books reflect it correctly.

ongoing support & advisory

A second set of eyes when you need it.
Get help understanding reports, ask questions as they come up, and make informed decisions with someone in your corner all year long.

What is bookkeeping?

Think of bookkeeping as your business's financial roadmap. It's not just recording numbers... It's keeping your business compliant and setting it up for success. Properly maintained books help you monitor cash flow, identify trends, and make strategic financial decisions.

What if my books are a mess? What if I have never "kept books?"

You're not alone! Clients often start with disorganized or nonexistent books. I'll help get you back on track by reviewing what's in place (or building from scratch) and create a system that works for you moving forward.

Do I need to have QuickBooks Online?

While QuickBooks Online dominates the market and is generally the most user friendly for non-accountants, I find Xero to be a more cost effective option. If you're not sure which would be the better solution for your business, don't fret! We explore all options during your consult.

What should I know about pricing?

Every business is a little different, which means pricing isn't a one-size-fits-all. I take into account things like volume, complexity, and how hands-on you want to be.This approach helps ensure you're getting support that truly pays for itself.

If you're curious about what that might look like for your business just reach out for a free consultation!