The Morrison Firm helps our clients answer the following questions and more by offering CFO & Accounting Services, Tax Planning & Preparation, Business Valuations, Litigation Support and Transactional Services.

Why is my business profitable but I always seem to have no cash? How much is my business worth? How can I reduce my tax burden now and in the future? How can I grow my business sustainably?  The Morrison Firm helps our clients answer these questions and more by offering CFO & Accounting Services, Tax Planning & Preparation Services, Business Valuations, Litigation Support and Transactional Services.

Our experienced professionals have represented companies in many different industries, including commercial real estate development and construction; oil field services; professional service firms; restaurants, licensed trades,  transportation and more. We have the experience and resources to handle companies of all sizes.

Our Smith County, Texas, financial services firm has provided the services listed above for clients throughout the state of Texas, including Tyler, Longview, Arlington, Dallas, Fort Worth, Whitehouse, Lindale, Jacksonville, Houston, Austin and Waco.

The Morrison Firm focuses its efforts on privately owned companies in need of strategic financial solutions. We can add value to any business through our CFO & Accounting Services, Tax Planning & Preparation, Business Valuations, Litigation Support and Transactional Services.

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.

Bookkeeping and Payroll

The Morrison Firm provides bookkeeping and payroll services. Bookkeeping services include accounts payable and receivable, tracking inventory, maintaining records, and QuickBooks solutions. Payroll services ensure compliance with state and federal laws and include time tracking, filing taxes and administering benefits, and direct deposits.


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

A professional consultation is a powerful tool we use to learn about you and your business to ensure we are a good fit. Contact our office to schedule an appointment with one of our experts and see how we can assist you in achieving your business objectives.

Client Reviews


  • Amy M. ★★★★★
    We engage the Morrison firm as our fractional controller. Josh and the team has been amazing. He treats us like we are his priority everyday!

  • Theresa A. ★★★★★
    I have known John Morrison for years through work and he is the most pleasant man to deal with on anything. Any questions we might have he is there to give you the answers or gets back with you in a timely manner.
    Now with that being said,
    … More I absolutely adore Angela Sutton. She and I work so well together. She is professional and also very funny and witty at the same time! Love our conversations!
    I give The Morrison Group 5 Stars!
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