Amy Morgan
About

32 years of bookkeeping. Built on referrals.

Amy Morgan founded Amy Morgan Bookkeeping, Inc. with a simple idea: small business owners deserve the same quality of financial back-office that big companies take for granted — without the overhead.

From construction sites to closing the books.

Born in Ventura, California, Amy started her career in restaurant management while putting herself through college. In the mid-1990s she joined a construction company and discovered what would become her professional home: bookkeeping.

She didn't just learn the numbers. She learned to read construction plans, work alongside crews, and understand a job from bid to close-out. That hands-on background is why her books actually reflect how the business runs — and why CPAs find her files so easy to work with.

Today, Amy is a Certified QuickBooks ProAdvisor with deep specialization in construction accounting, cannabis-industry bookkeeping, and cost accounting. She has worked across construction, cannabis, salons, skincare, and production companies for clients in California, Nevada, and beyond.

Why clients stay

Four reasons the work keeps coming.

🤝

Referral-driven

95% of clients come from CPA and client referrals. We don't advertise — we just do the work right.

🎯

Industry depth

Cost accounting and job costing aren't bolt-ons; they're how Amy has done it from day one.

📞

Direct access

You work with Amy, not a rotating account team. Calls and emails go straight to the person doing the books.

💼

Flexible delivery

Remote with secure online access, or on-site visits when needed. We adapt to how your business runs.

Outside the office

When the books are closed.

Amy splits time between Nevada and her ranch in Temecula, California. She started playing fast-pitch softball at age six and still plays slow-pitch today. When she's not closing books, she's outside.

Want to work with Amy directly?

Every client gets the same direct line and the same standard of work.

Get in touch