three levels. three roles. one goal.
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
Pricing starts at $000.00+
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
Our Mission
Numbers don't grow businesses. Good decisions do.
Our mission is to replace guesswork with clarity by providing accurate financials, practical guidance, and strategic partnership. As your business grows, we grow with you—providing the right level of financial leadership so you can make confident decisions and build a business that lasts.
Client Testimonials
John Smith
"Courtney Morris & Co has transformed my financial outlook. Their personalized approach has made all the difference in my planning and investments."
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."
David Wilson
"Working with Courtney Morris & Co has been a fantastic experience. Their insights and strategies have truly elevated my financial management."