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Meet The Team

Lisa & Megan Morales

Lisa and Megan Morales are the perfect Mom and Daughter Duo to tackle your business. As entrepreneurs who previously owned several small businesses, we understand the frustration most business owners experience in "doing the books." It is often an agonizing task usually placed on the back burner, but in reality, it should really be at the forefront. Knowing your numbers OR better yet, not knowing your numbers can lead to either the betterment or detriment of your business.​

Lisa Morales

Meet Lisa, your friendly neighborhood bookkeeper with a passion for numbers and a knack for untangling financial knots. Her journey into the world of finance started in taking care of her own business, Haute Weddings. Through these experiences, she learned the ins and outs of managing finances for businesses, especially those in the events, weddings, tours, and insurance industries.

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Now, Lisa brings her unique blend of expertise and personal touch to help businesses like yours thrive. Whether it's balancing budgets or coordinating vendor payments, she's got you covered. With Lisa on your team, you can trust that your financial matters are in good hands. So sit back, relax, and let Lisa work her magic while you focus on what you do best - running your business.

Lisa Morales Purple Elephant Bookkeeping
Megan Morales Purple Elephant Bookkeeping

Megan Morales

Meet Megan, your go-to bookkeeper with a flair for business success. Her journey began in the kitchen, where she launched her own bakery, Cereal Killer Sweets, from scratch. Through the ups and downs of entrepreneurship, she mastered the art of managing finances, from tracking inventory to balancing the books.

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Venturing into the digital realm, Megan transitioned the bakery to online, diving headfirst into the world of e-commerce. Along the way, she learned to navigate the complexities of online payments and seasonal sales fluctuations, becoming a pro at digital bookkeeping.

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Now, Megan brings her wealth of experience to the table as a trusted advisor for businesses, specializing in bakeries, e-commerce stores, and brick-and-mortar shops. With a personal touch and a passion for helping others succeed, she's here to simplify your finances and set you up for success.

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