Morgan Brothwell

Morgan Brothwell Email and Phone Number

Accounting Manager at Bakken Newton & Associates @ Bakken Newton CPA
Morgan Brothwell's Location
Greater Boston, United States, United States
About Morgan Brothwell

🔍 Accounting Manager | Bridging Financial Excellence and Advisory Solutions 📊Seasoned accounting professional with a unique blend of expertise in managing comprehensive accounting services, adept tax return preparation, and a passion for connecting clients with strategic advisory solutions. As the Accounting Manager, I play a pivotal role at the intersection of meticulous financial management and proactive advisory at Bakken Newton CPAs.💼 Professional Background:Bringing 4 years of dedicated experience in accounting, I have developed a keen eye for detail in managing end-to-end accounting processes. From ledger reconciliation to financial reporting, my commitment to accuracy forms the foundation of my work.🚀 Tax Preparation Proficiency:In addition to managing accounting services, I excel in tax return preparation, ensuring compliance and maximizing financial benefits for our clients. My goal is to navigate the complexities of tax regulations, providing clients with peace of mind and optimized financial outcomes.🌐 Bridging Clients with Advisory Excellence:Beyond numbers and ledgers, I thrive on connecting clients with the transformative power of strategic advisory services. Understanding that each business has unique needs, I play a vital role in identifying opportunities and seamlessly integrating advisory solutions into our clients' financial strategies.📚 Skills & Specializations:Accounting ManagementTax Return PreparationFinancial AdvisoryCompliance & RegulationsClient Relationship BuildingStrategic Planning🔗 Strategic Collaboration at Bakken Newton CPAs:As an integral part of Bakken Newton CPAs, I contribute to our mission of delivering not just accounting services, but a holistic financial experience. We believe in empowering our clients with the insights and guidance needed to navigate today's dynamic business landscape successfully.🤝 Let's Connect:I am always eager to connect with fellow professionals, clients, and individuals passionate about the convergence of meticulous accounting, tax efficiency, and strategic advisory. Let's explore how my expertise can contribute to your financial success.

Morgan Brothwell's Current Company Details
Bakken Newton CPA

Bakken Newton Cpa

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Accounting Manager at Bakken Newton & Associates
Morgan Brothwell Work Experience Details
  • Bakken Newton Cpa
    Accounting Manager
    Bakken Newton Cpa Jan 2023 - Present
    Plymouth, Massachusetts, Us
    As the Accounting Manager at Bakken Newton, I work within a dynamic team in delivering comprehensive accounting services while ensuring the seamless integration of tax preparation and strategic advisory solutions. My role revolves around precision in financial management, compliance in tax returns, and fostering client relationships that extend beyond traditional accounting boundaries.
  • Bakken Newton Cpa
    Senior Accountant
    Bakken Newton Cpa Jan 2022 - Dec 2022
    Plymouth, Massachusetts, Us
  • Full Sail Business Group, Llc
    Staff Accountant
    Full Sail Business Group, Llc Feb 2021 - Jan 2022
    In this role, I leverage my excellent interpersonal communication skills to onboard clients, manage bookkeeping, and provide professional recommendations for additional financial services our firm offers.
  • Gianno And Freda Financial Services
    Staff Accountant
    Gianno And Freda Financial Services Jan 2020 - Feb 2021
    Hyannis, Massachusetts, Us
    As a staff accountant, I prepared complex individual and fiduciary tax returns, performed general accounting/bookkeeping functions, and prepared/analyzed quarterly/yearly financial statements. I also reconciled balance sheet accounts, reviewed income statement accounts, carried out AP and AR processes for clients and the firm itself, liaised with clients, and maintained client tax and financial documents in both a database management system and physical filing system.
  • Solomon Mccown & Cence
    Intern
    Solomon Mccown & Cence Jul 2019 - Dec 2019
    Boston, Massachusetts, Us
    This internship involved performing accounts receivable and accounts payable tasks, which included creating invoices, entering bills, and billing clients. I also completed administrative tasks such as filing, operating multi-line telephones, using copy machines, and ordering office supplies, in addition to preparing budget reports and revenue analyses.

Morgan Brothwell Skills

Communication Organization Skills Time Management Data Analysis Data Entry Microsoft Excel High Level Of Accuracy Microsoft Office

Morgan Brothwell Education Details

  • Penn State University
    Penn State University
    Accounting
  • Penn State University
    Penn State University
    Accounting

Frequently Asked Questions about Morgan Brothwell

What company does Morgan Brothwell work for?

Morgan Brothwell works for Bakken Newton Cpa

What is Morgan Brothwell's role at the current company?

Morgan Brothwell's current role is Accounting Manager at Bakken Newton & Associates.

What schools did Morgan Brothwell attend?

Morgan Brothwell attended Penn State University, Penn State University.

What skills is Morgan Brothwell known for?

Morgan Brothwell has skills like Communication, Organization Skills, Time Management, Data Analysis, Data Entry, Microsoft Excel, High Level Of Accuracy, Microsoft Office.

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