Jake Morris

Client Accounting & Advisory Partner
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Jake Morris has more than 14 years of experience in the accounting industry, including ten in public accounting and four as a controller. Jake’s experience includes CFO and controller support, full-scale outsourced accounting, and special projects.

Jake Morris 800x800

Jake Morris

Client Accounting & Advisory Partner
Contact

Jake Morris has more than 14 years of experience in the accounting industry, including ten in public accounting and four as a controller. Jake’s experience includes CFO and controller support, full-scale outsourced accounting, and special projects.

He leads our Controllership and Interim Advisory team that focuses on assisting business owners, CFOs , and their teams with support for any internal accounting or financial needs that they have. He specializes in personnel and department management, month-end close procedures, financial statement presentation and analysis, and budgeting/forecasting. He excels at improving client relationships and is a highly skilled communicator who strives for maximum transparency between his team and the people they serve.

Before joining Whitley Penn, Jake served in corporate audit and then as a controller. In his role in corporate audit, he led audit teams in performing risk-based financial statement audits for public and private companies, as well as employee benefit plan audits. Working as a controller, Jake lead the accounting department of a $100 million professional services firm while also managing executive expectations to allow for a smooth and efficient operation of the accounting and finance functions at the firm.

Professional Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, Texas Society of Certified Public Accountants (TXCPA)

Committee Member, Big Climb Houston – Executive Planning Committee

Professional Certifications

  • Certified Public Accountant (CPA)

Education

  • B.B.A. in Accounting, Baylor University
  • MAcc in Accountancy, University of Houston

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