CEO & Owner
Morgan Allen is an experienced Accounting Manager at Truebooks, LLC, with a strong background in financial management, tax preparation, and full-charge bookkeeping. Morgan manages the full accounting cycle for small business including financial statements, payroll, sales tax, and 1099 filings. With previous staff accountant experience at Smith & Francis, LLC and Campbell Jones Cohen CPAs, Morgan is additionally skilled in tax preparation for corporations, partnerships, and individuals. Morgan holds a BS in Accounting from the University of Nevada, Las Vegas, and is completing an MS in Accounting at the same institution.
Junior Accountant
Abigail is a highly skilled accounting and finance professional with a strong foundation in her field. A graduate of Boise State University, she has honed her expertise through experience. Born and raised in Idaho, Abigail has a deep connection to her roots and a genuine appreciation for the beauty of the outdoors that her home state offers. Recently married, Abigail and her husband share a passion for adventure, whether it's exploring the scenic landscapes down the street or embarking on journeys to different states and countries.
Junior Accountant
Danica is an experienced bookkeeper with a B.S. in Civil Engineering and strong proficiency in QuickBooks, Xero, and Microsoft Office. Skilled in managing bookkeeping operations across a variety of industries and quick to adapt to new accounting systems and procedures. Recognized for exceptional accuracy, attention to detail, and the ability to minimize revenue loss through effective financial management.
Accountant
Patti is an Enrolled Agent with over 40 years of accounting experience, specializing in tax preparation, planning, and consulting for businesses and individuals. She has owned and managed multiple accounting and tax firms in Idaho and continues to provide high-level expertise in payroll and tax compliance, financial reporting, and general ledger reconciliation.