Morgan De Klerk Email and Phone Number
"Working with Morgan literally changed my life" - previous client, Kathleen Booyse from Aligned LivingAs a seasoned Accountant and Virtual CFO with over a decade of expertise, I specialize in empowering businesses in the online courses and membership/subscription sectors to achieve significant financial growth, scaling to 7- and 8-figure revenues.STRATEGIC FINANCIAL LEADERSHIP:With a global perspective shaped by professional experiences in Peru, China, Turkey, Vietnam, Israel, Bali, Singapore, and Italy, I offer a comprehensive suite of financial services:- Precision Bookkeeping: Expertly managing monthly bookkeeping, sales transactions, and financial records.- Financial Reporting: Delivering detailed and insightful financial statements.- Comprehensive Accounts Management: Overseeing bill payments, payroll, affiliate payouts, JV splits, and annual 1099s.- Tax Coordination: Seamlessly liaising with tax preparers to ensure accurate and timely annual returns.EXECUTIVE CFO SERVICES:In my CFO capacity, I integrate into your executive team to provide strategic financial leadership:- Holistic Financial Stewardship: Acting as your key financial advisor, driving informed decision-making across all business functions.- Budgeting & Forecasting Excellence: Crafting robust budgets and projections to align with your strategic goals and upcoming launches.- Financial Performance Optimization: Monitoring and optimizing KPIs, ROAS, retention/churn rates, and ensuring financial preparedness for contingencies, taxes, and strategic investments.My diverse international experience includes developing and managing budgets exceeding $4.5 million, ensuring sound financial governance and strategic foresight.PERSONALIZED FINANCIAL OVERSIGHT:As a business owner, wife, and mother of two, I deeply understand the financial pressures of entrepreneurship. I am a passionate advocate of the Profit First methodology, committed to ensuring that business owners reap tangible financial rewards through structured owner’s pay and profit distributions.If you’re ready to transform your financial operations and drive significant business value, connect with me at morganalaine.dk@gmail.com for a complimentary financial audit and a bespoke financial strategy roadmap."There is no passion to be found playing small - in settling for a life that is less than the one you are capable of living." - Nelson MandelaLet's connect!
Mdk Services
View- Website:
- masteryourfinancestoday.com
- Employees:
- 4
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Founder, Virtual Cfo, And AccountantMdk Services Oct 2016 - PresentCape Town Area, South AfricaBOOKKEEPING & ACCOUNTING:* Monthly recording of transactions* Reconciling accounts* Preparing monthly financial statements* Payroll* Paying all bills* Coordinating and paying affiliate payouts* Coordinating JV payouts and splitsCFO:* Monthly budget report and CFO notes and comments* Monthly finance call with CEO* Projections and forecasting* Budget preparation and adjustments* Cash flow management* Assisting CEO with high-end decision making and company’s go-to person for anything finance related* KPI metrics and reporting * Managing a team of 10 - 20 individualsTAX:* Annual 1099s* Preparing company for annual financial audit* Tax and financial planning (monthly allocations and transfers)* Preparing the company for annual tax returns* Liaising with company tax preparerLEGAL:* Contractor agreements and legal documentation* Business registration and annual reporting* Liaising with lawyer to make sure we’re compliant in all areasHR:* Managing team dynamics and regularly checking in on staff welfare* Onboarding new team members* Exit interviews and surveys* Team building events
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Co Managing DirectorRural Reach Dec 2017 - PresentLepelsfontein, South AfricaRural Reach is a small non-profit organization dedicated to serving the needs of the rural poor in selected beneficiary communities within and around South Africa. In order to ensure and maintain a personal and holistic approach to assisting the communities that have requested our assistance, we are committed to remaining humble in size, whilst ambitious in our aim to transform the lives of those living in poverty and without hope. VISIONIt is our vision to facilitate the rural poor in striving for and reaching the full potential of their lives. MISSIONWe intend to offer practical support in the fields of health, education and job creation in selected rural communities in and around South Africa. In order to do this, our holistic approach seeks to convey life and emotional skills as a foundational competence, in order that the transformation we strive to achieve is increasingly rooted in the hands of our beneficiaries.Learn more at : https://www.ruralreach.org
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TeacherMaster Your Finances Jan 2020 - Jul 2023If you are a business owner feeling overwhelmed by the books of your business then this course is for you.We go through everything from the basics of accounting 101, bookkeeping lingo, what the heck debits and credits are, which accounting method is best for you and why it matters, to diving into QuickBooks Online training and moving through the entire accounting cycle together. Step-by-step.This course will teach you how to allocate all your income and expenses, read your financial statements, make a budget and use it each month going forward. We’ll also go through key ratios, basic tax information every business owner needs to know, how to create a regular bookkeeping system that works for you, internal control measures and so much more!It is designed for someone who:- really wants to understand the accounting side of their business.- is fed up trying to figure it out alone.- wants to be empowered to do their bookkeeping themselves.- would like to train someone in their company to take this part of their business over.- is terrified of the words “tax” or “audit”.This course slowly breaks down the topic of accounting so that it’s simple and easy to understand for anyone. There is no accounting or bookkeeping background required.What are you waiting for? Free your Mind; Master Your Finances. Learn more at www.masteryourfinancestoday.com.“Sometimes you don’t feel the weight of something you’ve been carrying until you feel the weight of its release.” - Unknown -
AccountantImibala Trust And Imibala Restaurant & Arts (Pty) Ltd. Dec 2016 - Nov 2017Somerset West Area, South Africa• Responsible for daily capturing of invoices and transactions • Prepares monthly reconciliations, month-end procedures and 18A certificates • Assists with the annual financial audit preparation• Files the entities’ periodic tax returns with SARS
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ConsultantEvergreen Labs Jul 2016 - Aug 2016Danang, Vietnam• Supported talented entrepreneurs to expand their operations into sustainable and profitable companies by providing operational assistance and a lean business structure • Created and managed new Evergreen projects that have a positive impact on Vietnam's development and develop them into "shelf-businesses"• Managed company's Facebook account including content creation, scheduling posts, customer service, and strategic planning. Increased the following by 50% in less than a month. Current Evergreen portfolio includes: Community Based Tourism, Clean Food, E-mobility, Green Roofs, Hydroponics, and Danang City Tour -
Student Body Treasurer & AccountantUniversity Of North Florida Apr 2014 - Apr 2015Jacksonville, Florida Area• Administered and prepared a budget of $4.5 million • Ensured that funds are allocated and expended in the most effective and fiscally responsible way• Chair of 2 Student Government Committees and board member of 3 University Wide Committees
Morgan De Klerk Skills
Morgan De Klerk Education Details
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Accounting Gpa: 4.0; Overall Gpa: 3.98
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Faculty-Led Study Abroad In PeruDevelopment Economics And International Development
Frequently Asked Questions about Morgan De Klerk
What company does Morgan De Klerk work for?
Morgan De Klerk works for Mdk Services
What is Morgan De Klerk's role at the current company?
Morgan De Klerk's current role is Virtual CFO & Experienced Accountant | Driving Growth & Profitability for High-Performing Online Enterprises.
What schools did Morgan De Klerk attend?
Morgan De Klerk attended University Of North Florida, Stellenbosch University/universiteit Stellenbosch, Beijing International Studies University, Faculty-Led Study Abroad In Peru.
What are some of Morgan De Klerk's interests?
Morgan De Klerk has interest in Yoga, Traveling, Long Distance Running, Hiking, Relationship With Christ.
What skills is Morgan De Klerk known for?
Morgan De Klerk has skills like Leadership, Public Speaking, Accounting, Microsoft Office, Time Management, Financial Analysis, Project Planning, Communication, Project Management, Organization Skills, Cross Cultural Management, Microsoft Excel.
Who are Morgan De Klerk's colleagues?
Morgan De Klerk's colleagues are Mohamed Itchimouh.
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