Duane Morris CPA Accomplishments

CPA Accomplishments

Titles in motion.

Real leadership. Real results. Real-world financial impact across municipalities, public transportation, revenue architecture, and nonprofit liquidity strategy.

Municipal Turnaround

From loss to gain in year one

As Finance Director, led a first-year city turnaround from a perpetual loss position to a gain, helping remove the municipality from the State Auditor’s potential emergency watch. Oversaw an ERP conversion that improved stakeholder reporting, refined the chart of accounts, systematized the budget, strengthened banking capacity, and supported a seven-figure municipal bond issuance used to modernize headquarters, replace aging police vehicles, and purchase a new senior buses.

Public Transportation

Budget crisis averted at Transit Authority

As Fractional CFO for a Public Transportation Organization, Duane reimagined a budget with no audit trail into a dynamic, rollup-driven budget in just three months. He transformed a preliminary third-quarter estimate showing a $1.9 million loss into a fully supported, board-ready financial review that ended with a modest budget surplus — helping preserve a public transportation sales tax levy worth millions of dollars then they expanded the engagement with a cashflow liquidity analysis.

Revenue Architecture

$1M+ per year, court tested

Keep in mind Duane spent his early career at the IRS as a tax auditor but this one was different. Duane built a covert financial model to extract data from a teams website to determine taxability. I became the early Author and audit architect of an annual admission tax revenue stream generating more than $1 million per year through enforcement in the professional sports secondary ticket market. The policy was court challenged and upheld, and it has remained in effect since 2010.

Cash Insights™ in Action

Solving a nonprofit liquidity gap

As a Fractional CFO, Duane was on a long-term emergency assignment where the CFO quit after first year under Sage Intacct. Report clean up, audit support then I used Cash Insights™ to help a nonprofit identify and solve a five-month liquidity gap through a predictive budget and liquidity forecast. The analysis enabled a structured investment drawdown and operating cash injection plan that stabilized the organization without laying off employees.

“I would rather for the board to review this report than any other.” — JB

On desktop, use Shift + mouse wheel or drag the scrollbar to view more impact →

CPA Accomplishments

Titles in Motion.

Real leadership. Real results. Real-world financial impact across municipalities, public transportation, revenue architecture, and enterprise liquidity strategy.

Municipal Turnaround

From Loss to Gain in Year One

Led a first-year city turnaround from a perpetual deficit to a gain, completely removing the municipality from the State Auditor’s emergency watch list. Oversaw an ERP conversion that refined the chart of accounts, strengthened banking capacity, and supported a seven-figure municipal bond issuance to modernize core public infrastructure.

Public Transportation

Budget Crisis Averted at Transit Authority

Reimagined a messy budget with zero audit trail into a dynamic, rollup-driven architecture in 90 days. Transformed an estimated $1.9 million loss into a fully supported surplus, preserving a multi-million-dollar sales tax levy before expanding the enterprise scope to multi-tier cashflow liquidity modeling.

Revenue Architecture

$1M+ Per Year, Court-Tested Enforcement

Leveraged deep background as a former IRS tax auditor to engineer a specialized data-extraction model assessing taxability. Served as the author and audit architect of an admissions tax stream generating over $1 million annually via secondary sports ticket markets—upheld under judicial challenge since 2010.

Cash Insights™ In Action

Resolving an Emergency Liquidity Gap

Stepped in as Fractional CFO during an abrupt Sage Intacct transition to execute full audit cleanups. Deployed Cash Insights™ to diagnose and repair a critical 5-month liquidity gap, designing an investment drawdown and operating cash strategy that stabilized operations without employee layoffs.

“I would rather for the board to review this report than any other.”

— JB, Board Reviewer