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    Jon Morris

    I turned $10k into one of the largest independent digital agencies. Now I have founded Fiscal Advocate, a tech-enabled finance & strategic planning company for professional service firms to efficiently make more money.

    Jon Morris is the Founder and CEO of Fiscal Advocate, Inc., a tech-enabled finance and strategic planning company for professional service firms.24 He is also the Founder and CEO of EngineBI, which offers a mastermind program, one-on-one coaching, and technology solutions to implement the BASE framework.3

    Prior to founding Fiscal Advocate and EngineBI, Morris established Rise Interactive in 2004, growing it from a one-person shop to one of the largest independent marketing agencies in the world over 16 years.4 He started Rise Interactive with $10,000 won from taking second place in the University of Chicago's New Venture Challenge.14

    Morris sold Rise Interactive in 2020 and subsequently founded Fiscal Advocate, inspired by his experience in using insights-driven finance to drive Rise's success.4 Fiscal Advocate aims to help professional service companies improve their financial management, focusing on increasing revenue growth, profitability, and cash position.4

    Key aspects of Morris's approach include:

    1. The CPR Score: A metric he developed to measure a company's financial health, focusing on Cash, Profit, and Revenue.3
    2. The BASE framework: Business Planning, Alignment, Scorecard, and Execution, which helps companies improve their financial performance.3
    3. EngineBI software: A proprietary tool used for financial planning and analysis.4

    Morris holds a degree from Kenyon College, where he played soccer.4 He describes himself as "awesome at boring," finding excitement in making mundane business tasks more efficient and effective.5 In his personal life, he enjoys spending time with his wife, three daughters, and two dogs.4

    Highlights

    Nov 1 · fiscalnote.com
    Leadership | FiscalNote
    Sep 30 · nefe.org
    National Endowment for Financial Education | NEFE
    Sep 10 · podcasts.apple.com
    Financial Mastery: Jon Morris - The New Rules with Alan Pentz ...
    Jon Morris, Founder of Fiscal Advocate and Rise Interactive
    Jun 12 · citronfilms.com
    Jon Morris Talks: Prioritizing Business Health Through Financial ...
    Jon Morris Talks: Prioritizing Business Health Through Financial ...
    Discover Your Agency's Untapped Financial Insights with Jon Morris
    Fiscal Advocate Sponsor - BBuNified AGM & Conference Hub 2024
    Nov 5 · calosba.ca.gov
    Financial Incentives - California Office of the Small Business Advocate

    Related Questions

    What inspired Jon Morris to transition from digital marketing to financial services?
    How does EngineBI's BASE framework work?
    What are some key challenges Jon Morris faced when starting Fiscal Advocate?
    How does Jon Morris prioritize business health through financial expertise?
    What unique value propositions does Fiscal Advocate offer to professional service firms?
    Jon Morris
    Jon Morris, photo 1
    Jon Morris, photo 2
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    Location

    Chicago, Illinois, United States