Beyond the Numbers

Your Trusted Business Advisor

Strategic financial leadership to help you improve your company’s reality and create 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. If you would like to start a conversation about finding real solutions for you and your business please give us a call or click the link below.

Client Reviews


  • Luke F. ★★★★★
    First year of using the Morrison Firm, night and day from my last CPA. Great Company! Very pleased!

  • Sean P. ★★★★★
    Excellent team! I've enjoyed the process in and every time we have meetings and follow up calls, the content and discussion are very helpful for running my businesses.

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.

Our Tyler Location

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