Bill Morgan, President of Morgan & Morgan CPAs
Bill Morgan has performed audits and created tax strategies for dozens of profit and non-profit organizations, plus hundreds of individuals and families. He is a veteran of non-profit audit compliance with a keen understanding of non-profit governance and the public and private funding sources on whose behalf the vast majority of his firm’s non-profit client audits are performed. He founded the firm’s specialty audit practice for mortgage companies and employee benefits plans. Before becoming a public accountant, he launched and ran a successful mortgage company.
Bill joined the WMSBF Board of Directors in 2016, is currently serving as the WMSBF Board of Directors Treasurer.