Michelle Morgan
Fountain Hills,USA
Summary
Experienced Accounting Professional with 20 years in business operations management for multi-client practices. Managed complex operational issues and confidential records while overseeing financial operations. Delivered enhanced productivity through effective account management and reporting. Proficient in QuickBooks Pro and Microsoft Office, offering tailored financial solutions.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Executive Systems Director
Private Office / High-Wealth Practice
Austin, TX
01.2024 - 02.2026
- Trailblazed operational and financial systems launch for prominent law practice, expanding from 1 to 17 partners within one year.
- Delivered confidential executive support and managed financial operations for prominent lawyer and CEO.
- Established financial workflow for time and billing accounting systems, incorporating internal controls.
- Established accounting department prioritizing risk control while scaling operations.
- Designed a complex workflow launch with multiple overseas personnel handling scheduling and travel logistics.
- Developed and implemented document retention systems that improved information access through automation tools.
- Maintained strict confidentiality of sensitive information across all communications and records.
Partner and Senior Accountant
Ansley, Morgan, & Lancaster, Inc
Santa Rosa, CA
01.2011 - 10.2025
- Ensured integrity of client general ledgers while developing tailored financial reporting packages, enhancing transparency for stakeholders.
- Prepared tax returns and governmental reports in compliance with industry standards.
- Executed cleanup and reconstruction of financial records to address compliance issues, restoring accuracy and reliability.
- Evaluated internal controls to ensure adherence to applicable laws and regulations.
- Proposed budgetary changes and addressed fraud, demonstrating proactive problem-solving skills.
- Provided guidance on capital structure, investments, acquisitions, and strategic initiatives.
- Educated client employees on accounting principles, improving communication and understanding of financial processes.
- Mentored finance team to enhance skill development and collaboration.
Senior Accountant
Daggett & Wotman, PC
Ventura, CA
01.2006 - 12.2011
- Managed financial reporting and ensured compliance with regulations and standards.
- Managed multi-state tax filings, payroll accruals, and reconciliations, enhancing accuracy and timeliness of financial reporting.
- Maintained internal controls and ensured compliance with accounting policies and regulations, safeguarding financial integrity.
- Oversaw account reconciliations and resolved discrepancies, improving accuracy in financial records.
- Developed monthly, quarterly, and annual financial statements, ensuring accuracy and timely delivery.
- Prepared budgets and forecasts to support strategic planning initiatives.
Firm Controller and Staff Accountant
Michael M. Morgan and Company, CPAs
Anchorage, AK
01.2001 - 12.2005
- Generated financial statements while ensuring integrity of client and firm general ledgers.
- Oversaw payroll, reconciliations, and financial reporting for multiple clients.
- Supervised accounting staff and implemented workflow processes, improving team productivity.
- Managed customer and vendor communications, invoicing, and collections to ensure timely information exchange.
- Trained new employees on accounting principles and company procedures.
Education
BS - Accounting
University of Alaska Anchorage
Anchorage, AK12-2001
Skills
- Corporate finance strategy
- Financial analysis
- Performance analysis
- Budget development
- Risk management
- Regulatory compliance
- GAAP compliance
- Revenue recognition
- Statement preparation
- Process optimization
- Financial systems integration
- ERP systems knowledge
- Oracle expertise
- Power BI proficiency
- System development
- Microsoft Office expertise
Certification
- Sage Accountants Network, 01/01/13, Present, Sage 50, Sage 100, Sage 300, Sage InAcct, Maintained certification and membership from 2013-Present
- QuickBooks Enterprise Certified ProAdvisor, 01/01/10, Present, Maintained Certification from 2010-Present
- QuickBooks Desktop Advanced Certified ProAdvisor, 01/01/10, Present, Maintained Annual Certification and Education from 2010-Present
- QuickBooks Online Advanced Certified ProAdvisor, 01/01/15, Present, Maintained Annual Education and Certification from 2015 to Present
Additional Information
Experience in extensive platforms for business and accounting management including but not limited to ERP ie: NetSuite, MS Dynamics, AppFolio, Yardi, QuickBooks (all versions), Sage (all extensions), Salesforce etc.
References
"Thank goodness I found Michelle! She went through 5 years of data, cleaned up my books, properly set-up my depreciations, and saved me a whopping $100K in taxes. Michelle Morgan now does my business books and taxes (for a low monthly rate rate) - AND, I don't make *any* financial decisions without checking with Michelle first. I completely rely on her and her professional staff to provide me with the best advice regarding my business books and taxes. I can highly recommend her exceptional services."
Allison Cease, CEO
I-Beam Reconstruction Management, Inc.
Michelle provides accounting & tax services for our company, North Bay Real Estate, Inc. .Michelle Morgan provides accounting services from data entry to financial statement prep to Corp tax prep. This was to include, but not limited to: bank account reconciliation, general ledger, accounts payable, accounts receivable, payroll reporting & filing, adjusting & closing entries to include depreciation, tax planning. I would recommend without hesitation C. Michelle Morgan for any openings, positions, and projects pertaining to accounting, bookkeeping, and business financial services.
Steve Loomis,
CEO North Bay Real Estate Services, Inc
Timeline
Executive Systems Director
Private Office / High-Wealth Practice
01.2024 - 02.2026
Partner and Senior Accountant
Ansley, Morgan, & Lancaster, Inc
01.2011 - 10.2025
Senior Accountant
Daggett & Wotman, PC
01.2006 - 12.2011
Firm Controller and Staff Accountant
Michael M. Morgan and Company, CPAs
01.2001 - 12.2005
BS - Accounting
University of Alaska Anchorage