Morgan Klemm

Partner, CPA, CVA, CGMA

Professional Experience

Morgan Klemm is a partner at MBE CPAs with extensive experience in public accounting, financial management, and business advisory services. Known for his commitment to exceptional client service, Morgan builds long-standing relationships by listening closely, understanding each client’s goals, and delivering practical, effective solutions. His client base spans a diverse range of industries, including retail, pharmacy, bar and restaurant, and agricultural services.

Morgan began his career in attestation services with a large Madison-based CPA firm before transitioning into industry roles as a controller in both the agricultural and health insurance sectors. In 2003, he co-founded an accounting practice in Sauk County, and in 2008, he merged his practice with MBE CPAs. Today, he brings decades of experience in business operations, financial reporting, and strategic planning to the clients he serves.

Morgan’s ability to merge technical experience with real-world business insight allows him to guide business owners through complex decisions, growth opportunities, and operational challenges. His hands-on approach and trusted guidance have earned him a reputation for integrity, collaboration, and long-term client partnership.

Industry Focus

  • Retail
  • Pharmacy
  • Bar & Restaurant
  • Agricultural Services
  • Small & Mid-Sized Businesses

Areas of Experience

  • Business Advisory Services
  • Financial Management
  • Attestation & Audit
  • Controller Functions
  • Strategic Planning
  • Business Valuation

Education

Certifications

  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)
  • Chartered Global Management Accountant (CGMA)