Geoffrey E. Morgan, the company’s principal, started the firm in 1987 with a handful of clients. He holds an undergraduate degree from Northern Illinois University and a Masters degree from the University of Iowa.
As the firm grew, our client base diversified.
Today, we work with clients in various medical fields as well as in manufacturing, wholesale, and retail businesses.
We also work with clients who are restructuring bank debt or seeking bank financing. The firm also provides litigation and bankruptcy support services. We make “house calls”, performing accounting work in our client’s place of business.
All of our staff are trained in Quickbooks and accountant’s relief software and various tax software programs.
We provide regular training so the staff can stay current on tax and accounting issues.
Debbie Bisnette is a senior bookeeper with ten years experience with the firm. Her responsibilities include tax preparation, general ledger work and financial statement preparation.
Donna Wolford is a bookeeper with six years experience with the firm. Her responsibilities include general ledger work and financial statement preparation.