Houston, TX (March 24, 2020) – Jake Morris, CPA has joined the firm as a WP Edge Senior Manager. Morris primarily focuses his time and efforts on management and leadership, banking relationships, month-end procedures and reconciliations, financial statement presentation and analysis, evaluation of financial ratios, debt compliance, and development/analysis of financial reports.
Before joining Whitley Penn, Morris served as an Audit Manager and then as a Controller. In his role as an Audit Manager, he led audit teams in performing risk-based financial statement audits for public and private corporations, as well as employee benefit plan (401k) audits. Working as a Controller, Jake led an accounting department of 12 people while also managing executive expectations to allow for a smooth and efficient operation of the accounting and finance functions at the firm.
“We have seen consistent growth from our outsourced accounting solutions group, WP Edge, and having Jake join the team is testament to his skill and abilities. We are excited to see all that he can bring to the table as the group continues to identify their niche providing services for companies who operate across many industries,” stated Steve Metzenthin, WP Edge and Tax Partner in Whitley Penn’s Houston office.
Morris received his B.B.A. in Accounting from Baylor University and then his M.S. in Accountancy from the University of Houston.
About Whitley Penn, LLP
Whitley Penn continues to be one of the region’s most distinguished public accounting firms. With a strong base in Texas and a worldwide network affiliation via Nexia International, the firm is strategically positioned for continued growth both locally and internationally. Whitley Penn has been consistently recognized as “One the Top 100 Firms in the U.S.” and “Best of the Best” by INSIDE Public Accounting. For more information on Whitley Penn, please visit www.whitleypenn.com.