CFO Advisory Services

We can review your financial settings to ensure it is set up correctly.  For chart of accounts, we'll set up a customized and organized framework that suits your business. Benefit from comprehensive and insightful general ledger cash and accrual reports tailored to your needs. With the power of the financial dashboard, we can ensure you have a pulse on the status of your business.

In challenging times, we're your go-to experts to assist when an employee leaves, recreate financials after a failed backup, and troubleshoot sub ledger accounts. We are uniquely qualified to fill any position in the accounting department for any amount of time you need. Trust us to assist you in the clean-up of your financials so they are accurate and error-free.

We'll help you maintain a healthy cash flow to support your business growth, work on strategies to build wealth in your business while maintaining proper investing solutions.  Stay on top of your finances with our effective general ledger budgeting solutions therefore giving you insights to predict future cash flows based on historical data and expected projects, enabling better financial planning. 

Entrust us to be your life line support with all reconciliations. We are well versed in troubleshooting any discrepancies with bank, overall balance sheet, payroll, work in process (WIP), intercompany billing, multicurrency management, and credit card reconciliation. Say goodbye to discrepancies and headaches; we'll ensure your accounts are always in sync. 

We can expertly manage controls to ensure your financials are balanced and accurate. H.H. Morgan can provide support for any type of audit. We are well versed at dealing with accrual audits, Workman's Comp audits, FAR audits, SBA audits, and IRS audits. Benefit from H.H. Morgan's extensive knowledge for properly maintained financials.

Let us handle the complex year-end processes, from W3 Reconciliation to 1096/1099 management and Benefit Hours Reconciliation. While we don't complete Corporate Returns, we'll collaborate with your tax accountant to streamline the tax process. We can help you navigate the complexities of tax planning for your small business.