Business Advisory Services
Transaction Advisory Services
The right business advisory partner can help your business meet the challenges in today's uncertain economic environment and ever-changing tax laws.
For over 38 years, Morris and Associates has helped clients evaluate, navigate, and execute business transactions such as M&A and valuations by providing thorough financial due diligence.
If you're in search of an independent transaction advisor, contact Morris and Associates today for a FREE consultation.
If you're in search of an experienced tax specialist to provide litigation support, contact us today.
Morris and Associates has extensive experience supporting clients' litigation, providing support on civil and criminal tax matters, including cases involving the IRS. Kenneth Morris is an Enrolled Agent, which means he has authorization from the federal government to represent taxpayers before the IRS at every level.
We have experience with and can help in the investigation and analysis of financial records, involving:
- - Fraud
- - Embezzlement
- - White-collar crime
- - Lawsuits
If you believe you're being taken advantage of by a business partner, client, vender, or even an employee, give us a call immediately.
Our team of specialists can investigate your concerns, applying best practices and even providing expert witness testimony if necessary.
Internal Control Design & Implementation
We can help you establish the right controls and processes in your business. We'll start by providing an assessment of your current controls that are customized to your business and industry. After, we'll be in a better position to identify, offer tax advice, gaps, and risks that could use improvement and better optimization.
Contact Morris and Associates today for a FREE consultation to ensure your business is running at its best.
Fresh Start Accounting
If your company is emerging from bankruptcy, give us a call. Your company may be required to apply fresh start accounting.
ASC 852 states that reorganizations require a fresh start to be applied if the company is balance sheet insolvent prior to emergence and a change in control occurs upon the' court's confirmation of the plan of reorganization.
Morris and Associates offers the experience and means to determine whether your company can qualify for a fresh start, and if so, ensures it complies with regulations afterward.
We can finalize fair value conclusions for all assets and liabilities, help with any tax or regulatory requirements that emerge from bankruptcy proceeds, and ensure you comply with SEC, IRS, and other regulatory requests.
We will also draft, update, and review new accounting policies and procedures for the new reporting entity.
Contact Morris and Associates today for a FREE consultation to review your next steps for fresh start accounting.
CFO, Controller, & Bookkeeping Services
We can serve as your CFO or controller and provide bookkeeping services to offer your business effective controls on your cash flow, operational efficiency, and help you make better business decisions.
Some of the services Morris and Associates can provide:
- - Capitalization/Funding
- - Forecasting
- - Mergers & Acquisitions
- - Compliance
- - Pricing
- - Cash Flow Analysis
- - Budgets
- - Accounting Procedures & Controls
- - Internal Processes
- - Accounts Receivable/Payable
- - Billing and Invoicing
- - Bank Reconciliation
Our goal is to be viewed as not only your accountant or booker but also your business's financial advisor.
Accounting & Financial Software Consulting
Streamline and simplify your accounting and bookkeeping procedures with the right software solution that addresses your business's needs.
There are plenty of off-the-shelf accounting solutions out there today, but which one is best for your company and your budget?
Morris and Associates can take out the guesswork by identifying solutions that match your needs, your budget, and can scale with your business's growth. We can even manage the installation and provide training to you and your staff to free you of additional headaches.
Employee Benefit Plan Services
We can help manage your company's employee benefits plan to provide you with more time to focus on your business's core competencies by managing the enrollment process, life events, and provide your employees a full benefit cost analysis.
In addition, we'll ensure you receive all the tax planning benefits you and your employees are entitled to. We'll also ensure your plan is in compliance with all Department of Labor and IRS rules and regulations.