Deborah Morgan and Company, Inc.
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA license active (individual: Deborah A Morgan) · 75878 · California Board of Accountancy (DCA public licensee data file)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
1 of 5 answered from a dated source.
Documents 2 of 5 core services; CPA license verified with the state board.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Deborah Morgan and Company, Inc. | home page | |
| Website | https://www.deborahmorganandcompany.com/ | home page | |
| Office locality | Westlake Village, CA | /contact-us | |
| Phone | +18054962828 | /contact-us | |
| Offers bookkeeping | Documented: ...over a decade of success. Debbie has now authored three books on all things, tax, bookkeeping, and business ownership. Her latest pursuits include public and motivational speaking... | /about-us | |
| Payroll coordination | Documented: ...Bookkeeping (Monthly/Quarterly/Annual) Accounting system setup for new businesses Payroll services Personal financial statements CONSULTING We can help identify areas that... | /our-services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...on a daily basis. Our accounting and bookkeeping services include: General ledger and financial statement preparation Bookkeeping (Monthly/Quarterly/Annual) Accounting system... | /our-services | 6 pts (max 6) |
| Active CPA firm or individual license (state board) | CPA license active (individual: Deborah A Morgan) · 75878 · California Board of Accountancy (DCA public licensee data file) | State accountancy board Third-party Sep 26, 2026 expires Jul 31, 2027 | 8 pts (max 8) |
| What is included / excluded | Documented: ...the individual needs of each and every one of our clients Schedule Our Services Include: Accounting and Bookkeeping We are committed to providing timely and accurate financial... | /our-services | 5 pts (max 5) |
| Named contact / team | Deborah Morgan, CPA | /about-us | 3 pts (max 3) |
| Communication channel / process | Documented: ...companies, commercial businesses, and more. Schedule A Free Consultation enter the client portal About us Many business owners as well as individuals are left with too little... | home page | 3 pts (max 3) |
Checked and not found
- Not documented. Checked 4 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Active CPA firm or individual license (state board): California lists an ACTIVE CPA license (Active) for DEBORAH A MORGAN, the individual named on the firm's site, expiring 2027-07-31. An individual's license is not a CPA firm permit and does not verify the firm. It does not prove service quality.
Data limitations
- 20 of 21 evidenced items come from Deborah Morgan and Company, Inc.'s own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.