Morton Bookkeeping Services

No Stress | No Guilt | No Hassle | No Complicated Billing | No Long Term Contracts

Bookkeeping service (show on map)

5.0

★★★★★

32 reviews

Virtual bookkeeping and tax prep services with responsive, accurate, and stress-free financial management.

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About

Founded by Stan and Kristi Morton in 2015, Morton Bookkeeping provides virtual bookkeeping, clean-up/catch-up services, tax preparation & eFiling, QuickBooks setup, custom reporting, and business insights. Serving over 50 industries nationwide, they emphasize accuracy, responsiveness, and affordability, with a team led by Kristi (controller/bookkeeper) and Stan (analyst/marketing).

No Long Term Contracts

No Complicated Billing

Responsive Service

Accurate Financial Records

Services

Monthly Virtual Bookkeeping

Tracks and categorizes every payment, deposit, purchase, subscription, vendor, customer, and more, ensuring accurate, organized, and up-to-date financial records.

Accurate categorization Organized records Compliance confidence Stress-free financial management

Clean Up / Catch Up

Helps clients get back on track with finances by cleaning up QuickBooks and catching up on months or years of unclassified transactions.

QuickBooks cleanup Transaction catch-up Stress reduction

Tax Prep & eFiling

Completes tax returns based on yearly bookkeeping, finding every deduction to minimize tax bills.

Yearly tax prep eFiling Maximized deductions

QuickBooks Online Set Up

Builds a customized chart of accounts for new businesses, ensuring accurate financial tracking from day one.

Custom chart of accounts Accurate setup Streamlined invoicing

Custom Reporting & Business Insights

Turns financial data into actionable intelligence, helping clients track performance and make informed decisions.

Data integration Performance tracking Strategic insights

Credentials & Certifications

Certified Public Accountant (CPA)

QuickBooks ProAdvisor

Reviews

Rating

★★★★★

Reviews

"Been using them for about 15 years, fantastic service and pricing!"

Frequently Asked Questions

Is it better to have a bookkeeper or an accountant? +

It's better to have both. Bookkeepers categorize transactions accurately, while accountants handle tax filings and provide higher-level financial analysis.

What exactly does a bookkeeper do? +

A bookkeeper evaluates every business transaction, assigns it to specific categories, and maintains accurate, detailed financial records for reporting and tax purposes.

How much does a bookkeeper cost vs accountant? +

Virtual bookkeepers typically cost $400-$700/month, while external accounting firms range from $1,000-$2,000/month, offering more comprehensive services.