Beyond the Numbers

Your Trusted Business Advisor

Strategic financial leadership to chart and improve you and your company’s future.

Services Offered

CFO & Accounting Services

Do you struggle with managing your business finances, pricing your products, budgeting, or simply understanding the financial health of your business but don’t think you can afford full-time help or access to the expertise you need to be successful? Do you need help with accounting or payroll services for your business?

Tax Planning & Preparation

Tax Planning is an opportunity to proactively assess your financial position and explore strategies that will improve your results when it comes time to prepare your taxes. We work with business owners and investors to gain an understanding of your long term goals across your financial landscape to assist in providing meaningful tax saving solutions.

Business Valuations

There are many questions regarding the value of their business that owners regularly face: What percentage should I give an investor who wants to fund my company? How is my business going to be divided in a divorce? How much will my bank lend me for my business? How much should I sell my business for? These are questions we help our clients find answers to regularly. Allow us to assist you in finding the right answers to your questions regarding the value of your business.

Litigation Support

There are many ways we can assist parties in all phases of litigation including pre-trial, mediation, and court proceedings. We are experienced Expert Witnesses working on matters including Business Valuation, Tracing and Characterization of Assets, Fraud Examination, Economic Damages, and Lost Wage analysis.


Deciding to Buy or Sell a Business? Wanting to obtain financing to expand? Looking to raise capital by bringing on a partner? These are just a few ways we can assist business owners with some of the most important decisions they will make throughout their careers.


Professional Consultation

If you are like most clients, you would like to TALK WITH someone who will listen, and discuss your issues – not have someone TALK AT you with industry jargon. To start a conversation about finding real solutions for you and your business give us a call or click the link below.

Client Reviews


  • Debi L. ★★★★★
    Thank God for the Morrison Firm. I have been in business for 7 years and have had issue after issue with bumbling accountants and accountant firms. The last one ended with my business being audited for 2 years taxes. Honestly. – I had … More almost given up when someone referred me to John Morrison. I can't even begin to tell you the difference. Thanks to his firm my business was awarded two grants this year that I wouldn't have been able to apply for without his help. He has redone the past two years of tax forms and found $12,000 worth of money owed back to my business. He has given me great counsel on savings, education savings and best use of my assets. I just can't say enough about his full service firm. I FINALLY have peace of mind that the financial aspect of my business is in good hands. In fact, I live in Dallas and gladly make the trip to Tyler because he is the best person for my business. If you are like me – you work way too hard to have your finances in the hands of amateurs or big firms that don't know you and don't really care. John is professional, prompt, knowledgeable and passionate. I couldn't be more pleased!!

  • Thomas B. ★★★★★
    The Morrison team took great care of us and walked us through each step. They took the time to learn about me and the business we are running. They were able to give my precise solutions with proven success. I appreciate the hard work they … More do for me and my team.

About The Firm

The Morrison Firm is a boutique advisory firm focused on helping Companies, their owners, and investors identify and find unique strategic financial solutions. We offer our clients Consulting and CFO Services, Tax Planning and Preparation, Business Valuations, Litigation Support, and Transactional Services. We assist companies in all stages of growth from startups to large companies operating nationwide and all stages of life-cycle including divestiture through sale or generational transfer.

John 2

Our Tyler Location

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