Our Mission: Empowering small businesses with precise, actionable financial insights that drive growth, profitability, and operational efficiency, by delivering exceptional bookkeeping services and clear, comprehensive financial reporting tailored to the unique needs of each industry.

Jeremy’s lifelong love of numbers and accounting goes all the way back to his earliest days of childhood. His grandfather John Cook, who owned his own accounting firm, was his hero and role model throughout his life, so naturally, from a young age, Jeremy would try to impress his grandfather by showing off his own skills with numbers. Throughout high school and college, Jeremy was consistently placed in the most advanced mathematics courses, often being two full years younger than the majority of his classmates in those courses. In his senior year of high school, having already earned most of the credits required to graduate, he spent most of his school day apprenticing at two separate local accounting firms, learning invaluable lessons and honing his skillset in the field that would come to define his life.

He was accepted into the likes of Bentley University, Bryant University, and Boston College, to name a few, but ultimately chose to begin his undergraduate studies at Stonehill College in Accounting in 2003. Unfortunately for Jeremy, when he doesn’t feel challenged, he tends to get restless. So, after only a year, he moved on to New York University. And then after that, he moved on to Hofstra University. So, despite being in undergraduate studies in Accounting for 4 years, he never actually attained a Bachelor’s Degree in the field because every time he transferred many of his credits did not transfer along with him. And so, he got impatient with the process and then dropped out. Despite not receiving a B.S. in Accounting, he has since spent nearly all of his adult life working directly or indirectly in the field and he recently passed the national exams for the American Institute of Professional Bookkeepers and is now recognized as a Nationally-Certified Bookkeeper, hence the post-nominal letters after his name, “CB.”

In the last decade alone, Jeremy was the sole Full-Charge Bookkeeper for a medium-sized, corporate restaurant group, Duckworth’s Group, that had 11 different restaurant locations and annual revenue exceeding $40M. He was in that high-pressure role for over 8 years before accepting a Financial Controller role with a small, local construction company. He was in that pivotal role up until he made the decision to embark on Morgan & Morgan Accounting Services.

Accountability is one of Jeremy’s guiding life principles that he strives to live by every single day. Not only in his business life, he makes it a point of emphasis in his personal life, as well. He feels the world, as a whole, would be in better shape if everyone was just a little more accountable for their actions and decisions.

In his free time, Jeremy loves spending time with his cat Chloe, who is as needy as any dog out there and who meows as much as any human being talks. She has her own TikTok channel. Family is also very important to him. He adores the times he gets to spend with his sister, his step-mom Julie, his niece and nephew, his aunts and uncle, cousins, and most of all his mother (who happens to be his favorite human being). And he’s so incredibly grateful for this unique opportunity to work with her. The only thing he may love as much as numbers are each of the Boston sports teams. Let’s Go Pats, Sox, C’s and B’s!

CEO, Partner