Accountants + Business Advisors

Brian Morgan, Senior Manager - Audit & Assurance

Brian Morgan, CPA

Senior Manager - Audit & Assurance
  • + Responsible
  • + Laid-Back
  • + Honest
  • + Humble
  • + Team-Player

“Healthy growth is helping clients grow through commitment, accountability and integrity.”

MY CLIENT PHILOSOPHY: I approach clients respectfully in order to understand their concerns so that we can work together to find a solution. As an auditor, I enjoy working directly with the clients at their facilities. The most gratifying part of what I do is developing relationships. I enjoy seeing how their business operates and learning from their experiences.

PROVEN TRACK RECORD: For 20 years I have provided accounting, auditing and consulting services that help my clients obtain a better understanding of their financial statements. In addition, I assist with the identification of deficiencies in internal controls and provide best practices in order to develop controls to address these deficiencies. I strive to develop a relationship with my clients based on trust and respect, so that they know they can look to me whenever they need help.

OUT OF THE OFFICE, YOU’RE LIKELY TO FIND ME: Golfing, playing basketball, playing guitar and going to concerts.


  • Take an Alaskan cruise and see the Northern Lights.
  • Go to Australia.
  • Fly first class.


What are some issues within your specialty that are commonly overlooked or not addressed by clients? Why are these important to address? I often find that a client’s key financial processes are not documented. Documentation of these processes often helps to identify weaknesses. Once identified, these weaknesses can be addressed and mitigated.

What are some of the most pressing issues facing your clients today and how do you add value in helping them tackle them? The most pressing issues relate to managing cash and expenses in order to encourage growth and to obtain and/or maintain adequate financing.


Responsible + Laid-Back + Honest + Humble + Team-Player 


  • Bachelor of Business Administration, Accounting – Cleveland State University


  • Ohio Society of Certified Public Accountants (OSCPA)
  • American Institute of Certified Public Accountants (AICPA)