C.
Michelle Morgan – Accountant
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
Beam Reconstruction Management,
Inc.
Michelle provides
accounting & tax services
for our company, North
Bay Real Estate, Inc.
.Michelle Morgan provies
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
Linkedin Profile (t)707-230-1838 (e)newnerdygirl@icloud.com
Skilled Accounting Professional with 15+ years’ experience, currently
working towards obtaining a Master’s Degree. Strong understanding of
all aspects of accounting and financial management. Proven ability to
manage multiple projects, clients, and assignments while meeting tight
deadlines. Possess reputation as a self-directed professional with
problem solving, analytical and communication skills.
• QuickBooks Online, Premier, • Fiscal Budget development and
Enterprise Certified Cash Flow Analysis
ProAdvisor 2009-2019 • Individual and Corporate tax
• Accountants Network Sage planning
50,100, 300 • Cost Accounting and Revenue
• ProSystem FX (CCH) and Recognition
Lacerte tax systems • Expert in GAAP and Statutory
• Microsoft Office Expert Reporting
including Excel, Word, Access • Accounting Operations
• ERP (Enterprise Resource Professional and
Planning) software System/Process Development
• Oracle proficiency • General Ledger and Account
• Kronos, ADP, Intuit Payroll Reconciliations
• Solomon, NetSuite, Great Plains • Payroll, Payroll Compliance
• Extensive experience in • Sales and Use Tax
reconstructing historical
financial records
SUMMARY
Proven track record of performing work in an ethical manner while consistently
maintaining the integrity of all financial data. Specialized expertise in turn-
around projects for non-profit and or hospital/medical industry, start-up and
small businesses with 5-500 employees and between 1 Million Dollars and 150
Million Dollars of annual revenue within first 10 years of business.
EDUCATION
Current master’s in accounting Program, University of Phoenix, 2018-Current
BS in Accounting, University of Alaska Anchorage, 1997-2001
High School Diploma, Robert Service High School, Anchorage, AK, 1994-1997
EXPERIENCE
Ansley, Morgan, & Lancaster, Inc Santa Rosa, CA
Accountant – Client Success – Operations Management, 2011 – Present
Multi-client / Public Accounting, Tax, General Ledger, Reconstruction of
multi-year financials
• Filed tax returns and prepared governmental reports in compliance with
strict standards.
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• Maintained integrity of Client's general ledger, including the chart of
accounts.
• Created a comprehensive financial reporting package to reflect growing
organizational complexity for every client
• Generated financial statements and facilitated account closing procedures
each month.
• Analyzed and researched reporting issues to improve accounting operations
procedures for firm and Clients.
• Trained new employees of Clients on accounting principles and company
procedures.
• Proactively researched technical tax issues related to consulting and Client
projects.
• Created Clients annual reports comparing budgeted costs to actual costs
along with interim progress updates
• Suggested Client budgetary changes to increase company profits.
• Compiled Clients financial reports pertaining to cash receipts, expenditures
and profit and loss.
• Discovered major instances of fraud, embezzlement and large balances due
for several Client Organization
• Performed complex general accounting functions, including preparation of
journal entries, account analysis and balance sheet reconciliations.
• Proposed and published Clients metrics and KPIs to be incorporated into the
monthly financials and scorecards.
• Worked with Client Company management teams at the project level to
ensure expense plans are achieved
• Introduced new and efficient accounting, financial and operational systems
for Clients
• Streamlined daily reporting information entry for efficient record keeping
purposes and trained Client Management and Staff on new processes
• Reconciled Client bank, credit card and line of credit accounts.
• Managed payroll for multiple organizations from 1-880 employees using
various systems such as Kronos Workforce, ADP, and Intuit Payroll
• Developed and maintained internal control and processes for Clients payroll
• Reconciled all payroll liabilities to the general ledger and prepared monthly
payroll accrual entries.
• Managed and remained up-to-date on multi-state sales and use tax filings
and set up new states as needed.

Daggett, & Wotman, PC, Ventura, CA

Senior Accountant 2006-2011
Multi-Client/Public Accounting

• Developed monthly, quarterly and annual profit and loss statements and
balance sheets.
• Reconciled company bank, credit card and line of credit accounts.
• Established a QuickBooks accounting system to reflect accurate financial
records.
• Streamlined daily reporting information entry for efficient record keeping
purposes.
• Introduced new and efficient accounting, financial and operational systems.
• Reconciled all payroll liabilities to the general ledger and prepared monthly
payroll accrual entries.
• Maintained efficient internal accounting controls, adherence to accounting
policies and other company policies and procedures.
• Managed and remained up-to-date on multi-state sales and use tax filings
and set up new states as needed.
• Reconstructed accounting records from clients' checks and cash receipts.

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• Directed multiple client accounting system conversions into web-enabled
Oracle financial platform.
• Performed complex general accounting functions, including preparation of
journal entries, account analysis and balance sheet reconciliations.
• Drafted and reviewed financial statement compilations before being
approved by partners.
• Suggested budgetary changes to increase company profits.
• Proactively researched technical tax issues related to consulting projects.
• Computed taxes owed by applying prescribed rates, laws and regulations.
• Analyzed and researched reporting issues to improve accounting operations
procedures.
• Generated financial statements and facilitated account closing procedures
each month.
• Filed tax returns and prepared governmental reports in compliance with
strict standards.

Michael M. Morgan and Company, CPAs, Anchorage, AK

Firm Controller and Staff Accountant 2001-2006
Multi-Client/Public Accounting

Multi-Client/ Public Accounting

• Documented business requirements, functional specifications and training
procedures.
• Managed a staff of 11 people.
• Implemented processes to streamline workflow.
• Entered financial data into the company accounting database to be verified
and reconciled.
• Generated invoices upon receipt of billing information and tracked collection
progress.
• Introduced new and efficient accounting, financial and operational systems.
• Streamlined daily reporting information entry for efficient record keeping
purposes.
• Managed and responded to all correspondence and inquiries from
customers and vendors.
• Entered financial information and payments to guarantee that employees
and vendors were paid accurately and on time.
• Reconciled company bank, credit card and line of credit accounts.
• Communicated with customers to identify and resolve outstanding
payments.
• Developed monthly, quarterly and annual profit and loss statements and
balance sheets.
• Maintained integrity of general ledger, including the chart of accounts.
• Generated financial statements and facilitated account closing procedures
each month.
• Trained 10 new employees on accounting principles and company
procedures.
• Proactively researched technical tax issues related to consulting projects.

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