Jess S. Morgan & Company, Inc

Business Managment & Invesment Advisory Services

Industries - Startups

    Jess S. Morgan & Company offers a full range of services for startups.

    The startup phase is an exciting time in the life of a business. It's a chance for the entrepreneur to make their vision a reality. The startup also has significant challenges. A small list of those challenges includes the following: managing growth, collecting receivables, renting space, and hiring employees. Jess S. Morgan and Company can advise you on many of the business issues that a young company faces.



    OUTSOURCED ACCOUNTING

    As your outsourced accounting group we offer complete financial management. We provide the following services: cash flow management, budgeting, as well as general guidance and oversight on all of your financial decisions. In addition we have robust internal controls that will protect your assets. Our industry, tax, and accounting expertise enables us to have a big picture approach with all of your important transactions.>


    FINANCIAL REPORTING

    Our outsourcing function also allows for full financial reporting. We provide the following services on a monthly basis: balance sheet, income statement, statement of cash activity. We are able to provide reports to all appropriate parties, including, the principals, investors and other stakeholders.


    TREASURY AND CASH MANAGEMENT

    We will interface with the bank regarding your treasury and cash management issues including: cash flow, foreign exchange, and debt financing.


    TAXES

    Our tax specialists have comprehensive tax planning experience in all fifty states. We also have the resources to coordinate foreign tax returns if you will be doing business abroad. Read more


    PAYROLL AND HUMAN RESOURCE COMPLIANCE

    Our professionals have the expertise to manage your payroll and human resource compliance needs. We can coordinate your payroll, payroll tax reporting, employee benefits, as well as advise on a wide range of human resource matters.


    INSURANCE

    Our professionals have the expertise to manage your commercial insurance needs. They have a wide range of expertise in area such as: worker's comp, health, general liability, commercial auto and so on. Read more


    INVESTMENT

    Jess S. Morgan & Company is a registered investment advisor with over forty years experience in the securities industry. The investment team can help you with retirement planning, which includes 401Ks, and profit sharing, as well as other retirement plans. Read more


    REAL ESTATE

    Our real estate group can counsel you on all your property transactions. Their knowledge covers everything from leasing office space, purchasing a property, or major construction and renovation. We can also handle property management for your investment properties. Read more


    Startups LEADERSHIP

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    Tim Bodner, CPA, MBT

    Executive Vice President
    Tim has been with Jess S. Morgan & Company, Inc. since 1995. His previous experience includes tenure with a Big Six accounting firm
     
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    Aurora Lindsey, CPA

    Vice President
    Aurora joined Jess S. Morgan & Company in 2008 as a Senior Accountant.  Aurora commenced her accounting and business management career in 2005 with a Los Angeles CPA firm focusing on general tax compliance and planning as well as audit work for smaller and medium sized companies in the apparel, retail, manufacturing, and production company space.
     
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    Jeremy D. Stahl, CPA

    Executive Vice President
    Jeremy began his career in public accounting and joined the firm in 2000.  During his tenure with the firm, he has worked extensively with all types of entertainment related clients, business executives, doctors, and other high-net worth individuals and families.
     
     

    Blog:

    Our Blog features the experience and wisdom of Jess S. Morgan in all aspects of Business Management and Investment Advice. Click here.

    contact us

    Office Details:

    5900 Wilshire Boulevard
    Suite 2300
    Los Angeles, CA 90036



    Tel: 323.634.2400
    Fax: 323.937.6532