A Grand Rapids native, Bill has performed audits and created tax strategies for dozens of profit and non-profit organizations, plus hundreds of individuals and families to help them Buy, Grow or Sell their business. He is a veteran of non-profit audit compliance with a keen understanding of non-profit governance and the public and private funding sources on whose behalf the vast majority of our non-profit client audits are performed. He holds several certifications such as Charter Global Management Accountant, Certified Information Technology Professional, Accredited Business Valuator. Before becoming a public accountant, he launched and ran a successful mortgage company. Bill is an entrepreneur at heart and is always looking to improve the overall experience of his clients and friends.
He spends his spare time reading, golfing and walking his dog.
Grand Valley State University, BBA
Grand Valley State University, MSA
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
We understand that the countless number of tasks associated with running a successful practice leaves you with little time to deal with your numerous accounting and tax responsibilities. That is where ...read more
With proactive tax strategies and industry-specific expertise, we have a proven track record of helping property management firms succeed from...read more
If you contract your services as a salesperson, freelance writer, graphic designer, real estate professional, or other profession contact us to learn about the comprehensive, affordable...read more
Morgan & Associates has extensive experience in nonprofit accounting, currently providing audit and tax return services to a growing number of...read more
Small business owners in many communities offer downtown trick or treat events. Take advantage of this opportunity to build your business reputation. Involvement in local events goes a long way with both existing and prospective customers—indicating a vested interest in your community. Find creative ways to make your business stand out this trick-or-treat season. We hope the following suggestions will spark fun promotional ideas:
October marks Women’s Small Business Month, and we are happy and proud to recognize women in business both locally and around the world. Successful business women of the past and present continue to forge new paths for female entrepreneurs. We celebrate all those who are breaking the glass ceiling and serving as role models and mentors to women everywhere.
For many business owners, September tends to bring a bit of a slowdown. The chaos of getting kids prepared for going back to school has passed, and a focus on saving money tends to kick in as people prepare for the coming holiday spend. Combined, this can often translate into a lull for business owners.