Broker Check
Wealth Management


Strategic accounting & business management solutions

Expert accounting and business management support, including business set-up, tax preparation, bill pay and outsourced CFO services.

Achieve your business goals with tailored financial support

Our accounting and tax services at Financial Integrators help advisors foster deep valued relationships with business owners. Our team of CPAs work closely with you to assess the needs and define the right approach for each client.

Our coordinated services include:

  • Business set-up and administrative support
  • Tax consultation, strategy and reviews
  • Tax preparation for business and trust returns
  • Bill pay services
  • Cash management
  • Accounts payable/receivable
  • Payroll processing and HR support
  • Outsourced CFO services
Learn more about how our team of specialists partner with you to provide businesses with financial services, reporting, processes and controls to ensure growth and profitability. Contact our team for a consultation today!

To learn more contact:

Morgan Hackett

Morgan Hackett

Controller

BA, Accounting and Finance, Grand View University
MBA, University of Iowa

Morgan oversees the firm’s operational accounting, production and analysis of financial reports. She is also responsible for developing the annual budget and preparing financial forecasts to help ensure the fiscal welfare of the firm. Prior to joining the firm, Morgan worked as an Accounting and Special Projects Manager at a large law firm in Des Moines.

Joined Firm: 2021

Talk to us about our accounting & business management solutions:

Thank you!
Oops!

Financial Integrators tailored solutions: