About Us

Personal:
My name is Amy Morgan. I was born in Ventura, CA. I spent most of my childhood growing up in Oxnard, Ventura & Ojai. I started playing fast pitch softball at the age of 6. I still play slow pitch softball to this day. I enjoy any outdoor sports and have a ranch in Temecula.

Business:
As I was becoming a young adult I worked at restaurants and became a restaurant manager while I was in college. In the mid 90’s I started working for a construction company where I found the love for bookkeeping. I was not really interested in just one part of what the office did; I wanted to know everything that I could about the business. And I did just that. I even learned how to read plans and go out in the field and help if need be. I just loved it all.

While working for that company I decided to start my own business and now: I have over 32 years of experience working with small to medium sized businesses, and am well-equipped and experienced to establish accounting systems for start-ups. I specialize in construction accounting and really enjoy cost accounting. I worked as a business manager in Encino for over 6 years. I have worked with all types of businesses, including but not limited to construction, cannabis, hair salons, skin care and production. I work with many different types of businesses. I am a Certified QuickBooks Pro Advisor and have been using that program since the early 90’s. I have a great deal of experience in filing sales tax and cannabis taxes in the state of California. My greatest asset is my clients and that is why I am proud of the fact that 95% of my clients came from referrals.