Your books, current. Your filings, CPA-signed.
Morgan keeps your books current every month, watches the deadlines, and files your returns — reviewed and signed by a licensed CPA on our team. A real operator runs this for you, every month. Currently Canada only.
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How it works
Fifteen minutes to hand the books over.
Tell us how you keep books today
Spreadsheets, QuickBooks, shoebox of receipts — we work with what you've got. No tool migration required to start.
Meet your dedicated operator
A trained bookkeeper on our team owns your books. Your filings get reviewed and signed by a licensed CPA before anything goes to the tax authority.
Hand over statements and receipts
Through whatever channel you actually read — WhatsApp, email, or a shared Drive. We chase what's missing weekly, so nothing piles up.
We close monthly, file quarterly
By the 10th, last month is closed. Sales tax goes in on time, every quarter. Year-end is a non-event, not a scramble.
How Morgan actually works
From a pile of receipts to a CPA-signed filing.
Nothing here is automated away from a human. Your operator does the work each month, and a licensed CPA signs off before anything reaches the tax authority.
Collect
We chase the statements and receipts that are missing, once a week, through whatever channel you actually read.
Categorize & reconcile
Your operator codes every transaction and reconciles against the bank — asking you only about what's genuinely ambiguous.
Close by the 10th
Last month is shut and reported by the 10th of this one. You always know where you actually stand.
CPA review
A licensed Canadian CPA on our team reviews the numbers before anything goes to the tax authority.
Filed on time
Quarterly sales tax and year-end returns go in signed, on time. Year-end stops being an event.
What Morgan does
The whole back office, not just data entry.
Bookkeeping, sales tax, year-end, and the deadlines in between — handled as one job by one team.
Monthly close, by the 10th
Categorize, reconcile, and close last month's books by the 10th of the new month. You always know where you stand.
Receipt-chasing — without nagging
We collect what's missing once a week, through whatever channel you actually read. No more year-end shoebox emergencies.
CPA-signed filings
Quarterly sales tax. Corporate and personal returns at year-end. Every filing reviewed and signed by a licensed CPA on our team.
Deadlines we watch so you don't
Tax-authority notices, installment dates, year-end timelines. We surface what's coming two weeks out, with a clear ask of what we need.
How Morgan compares
Not more software to run. A professional, instantly.
Spreadsheets and accounting software leave the categorizing, reconciling, and filing to you. Morgan is a licensed professional handling all of it, every month.
Pricing
One flat fee. Everything included.
$349/month
Monthly close, receipt-chasing, and CPA-signed quarterly filings, all included.
4-day free trial. No per-filing charges, no separate CPA retainer. Canada only, for now.
Questions
A few things people ask about Morgan.
Why Canada only right now?
Tax-side work has to be signed by a licensed accountant in the jurisdiction. We have CPA coverage in Canada today; once we have CPA coverage in another country we'll open Morgan there too.
Who actually signs my tax filings?
A licensed Canadian CPA on our team — never the AI, never your operator alone. The CPA reviews every return before submission. That's why we can take real responsibility for the filing, not just the prep.
Do I need to switch off QuickBooks / Xero?
No. Morgan works with whatever you use today. We meet your books where they live.
What if I'm behind on months of bookkeeping?
We start with a catch-up sprint to get you current — usually 2–4 weeks depending on volume — then move you to monthly close from there.
Does this cover personal returns for the owner?
Yes, when the owner has business income running through the company. We file owner T1s alongside the T2 at year-end as part of the flat fee.
See how Morgan closes a month and hands off to a CPA.
4-day free trial. One flat fee. No per-filing charges. Cancel anytime.