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Services that help you grow your business

Bookkeeping, accounting, HR, & more…

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Bookkeeping

You can’t make wise business decisions without knowing where you actually stand financially.

My team and I will keep your books updated and reconciled on a weekly or monthly basis, so you can have an accurate view of your company’s financial state (and make well-informed business decisions). 

My team and I will handle day-to-day accounting tasks, like:

  • Entering transactions
  • Reconciling accounts
  • Keeping your books current

Tax Planning & Preparation

You don’t want to be scrambling when your CPA brings up your end-of-year tax planning. As your accounting partner, I’ll make sure your books are reconciled, organized, and updated, so we can send everything your CPA needs before the year ends.

My team and I will:

  • Reconcile, organize, and update your books
  • Ensure you have everything your CPA needs to prepare your taxes

Fractional CFO

Your time is better spent growing your business than spending time trying to oversee all aspects of your company’s finances. As your fractional CFO, my team and I will handle these aspects for you, serving as your strategic financial partners. So, you can focus on growing your business.

Our fractional CFO services include, but are not limited to:

  • Financial strategy, forecasting, & advisory
  • Budget planning
  • Financial report creation
  • Financial process automation
  • Tax preparation

Payroll, HR, & Benefits

You and your employees shouldn’t go without HR services. We can provide these for you, so you can enjoy the benefits of an HR department without hiring anyone full-time to take care of it for you.

My team will help you: 

  • Come up with employee manuals that include policies and procedures
  • Create offer letters
  • Set up your 401(k) plans
  • Put together health insurance plans
  • Run your payroll

What we charge

What you pay depends on the work involved and how complex your financial situation is. Our clients can be several hundred dollars a month or several thousand dollars a month, depending on what they need.

Once we’ve had a chance to sit down, learn about you and your business, and get a clear picture of what’s going on, we’ll put together a few options at different price points so you can choose what makes the most sense.

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Getting started with us is simple…

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Schedule a consultation.

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Choose what you want.

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Enjoy having accurate, reliable services.

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TESTIMONIALS

What our clients have to say about us

Drew WhiteWestport Solutions
Len is dependable, smart, and particularly good in a crisis. He is unflappable, steady, and figures out what needs to get accomplished and then does it. I have brought Len into some difficult accounting situations and he has found a way to make order out of the chaos that passed the scrutiny of insurance regulators.
He is well-networked and trusted by those who have had the privilege to work with him. If you need someone dependable, who can be an advisor, and keep your accounting clear and useful, then Len is your person.
Steve SartorioHT Stormwater Management
Len Morton is the unsung star at HT Stormwater. His financial expertise and business-minded organizational skills have been critical to ensuring the business side of operating our stormwater management company is solid.
We appreciate his thoughtful approach to decision making and his input has helped guide short- and long- term strategies for the company. HT Stormwater is a start-up and the peace of mind Len offers via his understanding of small businesses is priceless. We are forever thankful for the opportunity to work with him and we look forward to our continued partnership as we grow.
Thompson ClarkCape Fear Railcar Services
Len is not your typical controller or bookkeeper. He is much more than that. I have worked with Len for several years, both in my companies and in collaboration helping other companies grow and prosper.
Len is a joy to work with. He brings deep accounting knowledge and helps business owners (like me) think strategically. I recommend Len’s services to any business owner who wants a trusted advisor to own their finance function.

Phone:

(919) 238-9031

Fax:

(919) 364-6135

Email:

info@lmortonassociates.com

Address:

P.O. Box 3574 Cary, NC 27519
Copyright ® 2025 L Morton & Associates - All Right Reserved

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