Meresa Morgan, CPA
Audit Shareholder and Audit Department Chair
Download vCard – LinkedIn
Meresa Morgan believes that maintaining strong professional relationships plays a critical role in her success.
She credits her expansive network with her ability to provide value to her clients – which Meresa provides throughout the year as her clients regularly seek her advice on various transactions and financial initiatives. She truly thrives on the success of her clients and believes that is the reason for their extreme loyalty and glowing recommendations. “If I am asked a question that I can’t answer, I will find the right provider who can,” Meresa says. Her connections within the business community allow her to make appropriate introductions that make a real difference.
- Oversees the firm’s ERISA practice which includes the audits of approximately 100 employee benefit plans, in addition to providing financial audit services to middle-market, privately held companies in the Houston area.
- Introduced a software development client to a property and casualty insurance provider which saved them $60,000 a year.
- Tapped her strong relationship with a financial institution to arrange for a client to provide a review, instead of an audit – which saved her client money.
- Ability to work with many of her clients’ lenders often leads to a reduction of their service requirements – as well as their fees.
A staunch supporter of women in business, she serves on the Board and is Past-President of the Women’s Finance Exchange. She is also actively involved in The Entrepreneurship Institute, which serves the small to middle market entrepreneurial privately-held companies in the Houston area.
Meresa is chairperson of BKR International’s Employee Benefit Plan Auditing Committee. She is a member of the American Institute of Certified Public Accountants (AICPA) and is the firm representative of the Employee Benefit Plan Audit Quality Center. As a member of the Texas Society of Certified Public Accountants (TSCPA), she is involved with its Houston Chapter. Meresa is also a member of the Lone Star Council of the American Society of Pension Actuaries and the ERISA Industry Group of Houston.