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Morgan spent 7 years freelancing as an accountant before joining Summit Bookkeeping in 2022. She loves the variety of working with local business owners and the community connections that come with it. When she is not in the numbers, you will find her out in Lake Elmore with her husband Micah and dog Dalton, whether that is gravel biking, skiing at Smuggs, or just getting outside.

Brandon Erwin has spent 6 years on the client success team at PT Biz, one of the leading business education and coaching platforms for cash-based clinicians and practice owners. That time working directly with practitioners at every stage of growth gave him a deep understanding of the financial challenges that come with building a cash-based practice. He brings that experience to his role at Summit Bookkeeping, where the focus is exclusively on the financial needs of cash-based clinic owners. Brandon is currently a CPA candidate and plans to expand into tax services for this niche upon licensure. He lives in Watkinsville, GA with his wife Lindsey and their two daughters, Emery and Eleanor.