

Trusted by 500+ small business owners
We Get It.
"We have worked with Kristi Morton at Morton Bookkeeping Services for years. She is fast, reliable and quick to respond to any inquiries we may have regarding bookkeeping and the associated financials. She is very helpful on answering any questions we may have and guiding us towards compliance. Highly recommend!"
— Atlantic Home Mortgage
Businesses We've Worked With





We read between the lines of the systems, the software's, and the financial statements to see the true financial story being told.
You don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books.
The future of your business doesn’t have to be a question mark.

Accounts Receivable

Accounts Payable

Payroll & Benefits

Expense Reimbursement

Month-end Close

Sales Tax

1099's

Bank & Credit Card Reconciliation
Strategic Accounting Services

Bank Reconciliation
Identify lost checks, lost deposits, or unauthorized wire transfers.
Detect and prevent embezzlement of funds from within your business.
Track your business growth and manage your cash effectively.
Protect yourself from bank errors, fraudulent checks, and other financial crimes directed toward your business.

We will provide you with regular profit / loss statements that will help you track the operating costs of your business.
Understand what areas of your business are over / under budget and identify the specific areas that need attention to keep your business profiting.
Track increases in product sales or returns as a percentage of your sales.
Determine your current tax liability.

Balance Sheets
Gives you a snapshot of the financial health of your business at any given point of time.
Identify and analyze trends in receiving and payables and take prompt action to keep those trends going in a direction beneficial to your company.
Balance sheets, along with income statements, are the single most important elements for reporting to potential lenders and investors.

General Ledger Management
We can help you set up a general ledger system, or identify problems with your current ledger system, that will allow you to eliminate discrepancies and maintain accurate records for your business
"Perfect from start to finish"
“I’ve been working with Morton Bookkeeping Services for over 6 years, and I couldn’t be happier. She is knowledgeable, reliable, and always goes above and beyond to keep my books accurate and organized. Kristi makes everything simple and stress-free, and her attention to detail gives me total peace of mind. I highly recommend her to anyone looking for a trustworthy and professional bookkeeper!” - Cody Alexander

"Always willing to help"
“Working with this Morton Bookkeeping has been a game changer for my two small businesses. Kristi's background as a corporate controller really shows—they’re able to dig into the details while also keeping the big picture in focus. They’ve helped me get a clear handle on my cash flow and expenses, which has made decision-making so much easier...” - Jeane Gutierrez

"Tremendous asset to my real estate business"
“I’ve been working with Morton Bookkeeping Services for several years now, and they’ve been a tremendous asset to my real estate business. As a realtor and investor, having clean, accurate books makes a huge difference, and their team has always delivered with professionalism, attention to detail, and quick communication." - Matthew Moreau

"Above and beyond to work with"
"MBS has been a pleasure to work with. We have been clients for years, and always appreciate Kristi and her team. They go above and beyond to work with your needs and are always a joy. Highly recommend!" - Madi Moreau

