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. Currently Canada only.
Trusted by fast-moving teams
How it works
Hired in 15 minutes.
Working by morning.
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.
What Morgan does
A full-time Bookkeeping · Tax · Compliance.
Without the full-time cost.
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.
Lives in #morgan-books
Morning briefings.
Hot replies.
Real conversations.
Morgan works inside the tools you already use. No new dashboard. No context-switching. Just a teammate who shows up in Slack every morning with what got done and what needs your call.
The math
From $149/month vs. $5,000/month.
What founders say
They hired Morgan.
They didn't look back.
“We're a 12-person agency in Toronto. Morgan closes our books by the 10th every month and our CPA-signed HST filings haven't been late once. I stopped dreading email from the CRA.”
“Two restaurants, both behind on receipts for months. Morgan's operator caught everything up in three weeks and now the chase happens weekly. Game changer for cash flow visibility.”
“Our previous bookkeeper was great, but tax season meant a separate $4k bill to a CPA. Morgan rolls both into one flat fee and we finally have a normal year-end.”
Pricing
No salary. No benefits.
Just results.
- 1 AI agent
- 500 leads per month
- 1 Gmail account
- Morning Slack briefings
- +2 more features
- 1 AI agent
- 2,000 leads per month
- 3 Gmail accounts
- Teach agent via Slack
- +4 more features
- 1 AI agent
- 5,000 leads per month
- 10 Gmail accounts
- Everything in Growth
- +3 more features
FAQ
Questions about Morgan?
Morgan is ready. Are you?
No contracts. No setup fees. Cancel anytime.