About Us

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J Morgan Consulting  LLC provides outsourced CFO, Controller and management consulting services to small and mid-sized businesses. We provide timely information to understand your business situation and make strategic financial decisions. We strive to help you protect and enhance the financial stability of your company and have the knowledge and the expertise to assist all types of businesses with their financial and organizational issues.

There are many reasons to outsource this important company position, and here are just a few to consider.

  • Your company may be going through some periods of rapid change and it needs assistance in developing a strong accounting staff.
  • You are considering reorganization.
  • You may have a gap in services of your chief financial officer or controller position.
  • You have a major project that requires additional accounting or management support.
  • You are considering listing your company on a trading platform and filing for public reporting status with the U.S. Securities and Exchange Commission or FINRA.
  • You may be seeking financing options and require updated forecasts and plans.
  • You need assistance with expense reductions and risk management.

J Morgan Consulting LLC was founded by accountant and CFO, Jeanene Morgan. Ms. Morgan has over thirty years of experience with companies in many industries, serving as Controller and CFO for both private and public entities.

Our company is dedicated to innovative problem-solving and finding the best solution to fit your specific business needs.  A clear set of principles and values has allowed us to readily adapt to the constant changes occurring in the market today. We follow four main principles, which are the foundation and keys to its success:

  •  We maintain independence from third parties, especially when decisions about suppliers or other vendors need to be made.
  • We look at situations objectively. The advice we provide takes into account all opportunities and risks.
  • We only provide advice in areas in which we have proven expertise.
  • We treat knowledge and information gained during the consulting process with the utmost confidentiality.

These core values have helped our clients achieve lasting success for their businesses.