“In working as a CPA and starting several small businesses, Levi Morehouse realized that the back-office is a distraction to most entrepreneurs and that they need done-for-you, cloud-based, accounting and reporting and he founded Ceterus in 2008. In the years since, Ceterus has grown quickly, raised millions in venture capital, built an automated accounting platform, and most importantly empowered thousands of entrepreneurs with accounting, reporting, and consulting solutions. More recently Ceterus has begun to provide their accounting platform to CPAs and Accountants who serve as trusted advisors to small business entrepreneurs themselves. He lives in Charleston, South Carolina with his lovely wife, five boys, and a baby daughter.
Jonathan has been with Ceterus for nearly a decade, growing sales and developing new revenue streams in a rapidly changing accounting environment. Jonathan’s focus is to empower dental-focused CPA firms to improve their Client Accounting Services business with greater automation, accuracy, and a white-labelled client reporting portal which includes real-time dental P&L benchmarks and industry insights.”
Catch the full episode here.