Jess S. Morgan & Company, Inc

Business Managment & Invesment Advisory Services

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

Athletes

Jess S. Morgan & Company offers a full range of services for the professional athlete.

A Strong Advocate
We are your advocate in all your dealings with attorneys, agents, and sponsors in both your business and financial affairs.



Financial Planning

As a full service business management firm we offer complete financial planning. The firm acts as your personal accounting office by providing the following services: cash flow management, budgeting, retirement planning, as well as general guidance and oversight on all of your financial decisions. Our industry, tax, and accounting expertise enables us to have a big picture approach with all of your important transactions.Read more


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 working abroad.Read more


Insurance

Our professionals have the expertise to manage all of your insurance needs. They can coordinate your health benefits, as well as advise on a wide range of insurance matters from life to home, auto, personal, and commercial policies.Read more


Investment

Jess S. Morgan & Company is a registered investment advisor with over forty years experience in the securities industry. The investment team works with a broad range of investors covering family wealth, trusts, and individuals. We are also experts in retirement planning, which includes 401Ks, 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 house or rental property, or major construction and renovation. We can also handle property management for your investment properties.Read more

Nonprofit

Jess S. Morgan & Company, Inc. offers a wide array of services for foundations, Non-Profit, Organizations, and philanthropic individuals.




Our Services

We have a long history of working with Foundations and Non-Profit Organizations. Our capabilities and experiences are broad. We are a full service company available and trained to handle all of your staffing and administrative requirements. Areas of expertise and services available include the following:

  • Grant making
  • Reviewing grant proposals
  • Reviewing grant operations, which is of particular importance to multi-year grants
  • Execution of grant operations
  • Reporting and contact with current and prospective grantees
  • Donor Relations, including stock and other forms of transfer
  • Board of Director support which includes meetings, Executive Director communications and preparation of minutes
  • Representing the organization at events
  • Finance and Bookkeeping, which includes budgeting and monthly financial statement reporting

Taxes and Compliance Reporting

Our internal tax specialists have comprehensive knowledge about the proper reporting to the IRS, Attorneys General, and other governmental agencies and departments. Read more


Insurance

Our Insurance Professionals have the expertise to make sure that your foundation, and its officers and directors have the proper coverage to protect them while working on the organization’s behalf.Read more


Investments

Jess S. Morgan & Company is a registered investment advisor with over forty years of experience in the securities industry. The investment team works with a wide array of investment tools to make sure the foundation’s investments are managed within the guidelines established by your board. Our Investment group also works in conjunction with your treasury operations to make sure funding obligations are adequately maintained.Read more

Multi-family Office

Jess S. Morgan & Company offers a full range of services for Multi-family offices.

Jess S. Morgan & Company will be your advocate and counsel in all of your family’s dealings with attorneys, agents, brokers, staff, and other professional advisors. We offer the security that comes with knowing that you have an experienced team to help you manage any and all financial matters that you will face throughout your lifetime.



Trustees

We at Jess Morgan & Company have a tenured history of acting as personal trustees for our clients and their estates. We take pride in our commitment to ensuring that our clients’ intentions are followed to the letter.


Private Foundations

We have both the experience and the ability to manage the operations of your private foundation. Jess S. Morgan & Company has a long history in working with our clients to operate these foundations. These functions include: supervising donations to different charities, scheduling and running board meetings, and advising on best gifting practices for your foundations.


Financial Planning

As a full service financial management firm we offer complete financial planning. Our industry, tax and accounting expertise enables us to have a big picture approach to your important financial transactions. We ensure that you have all of the proper planning in place to succeed in achieving your financial goals.Read more


Taxes

Our tax specialists have comprehensive tax planning experience in all fifty states. They work to ensure that both your personal and business tax planning strategies are fully coordinated. We also work in connection with your estate planning attorney to make sure that the estate and gifting strategies put in place are enacted and carried out in the way that they are intended.Read more


Insurance

Our insurance professionals have the expertise in both personal and business areas. They can coordinate your health benefits, as well as advise on a wide range of insurance matters from life, home, auto, personal, and commercial policies. We work to ensure that your personal and professional assets are properly protected.Read more


Investments

Jess S. Morgan & Company is a registered investment advisor with over forty years experience in the securities industry. The investment team works with a broad range of investors covering family wealth, trusts, and individuals. We are also experts in retirement planning, which includes 401Ks, 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 house or rental property, or major construction and renovation. We can also handle property management for your investment properties.Read more