Our Services

We help our clients answer the following questions and more by offering CFO & Controller Services, Business Valuations, Fraud Examinations and Tax Planning & Preparation Services. 

Why is my business profitable but I always seem to have no cash? How much is my business worth? How much am I going to have to pay in tax next year? I think an employee just stole a whole bunch of money, but how much?

We have represented companies in many different industries, including commercial real estate development and construction; oil field services; oil & gas exploration and production; transportation and more. We have the experience and resources to handle companies of all sizes.

Our Smith and Tarrant County, Texas, financial services firm provides the services listed aabove 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 small to medium sized companies in need of strategic financial solutions. What does “small to medium sized company” mean? It depends. For our Controller Services, Business Valuation, Fraud Examination and Tax Planning & Preparation Services, we can add value to most any business of any size.

For our CFO Services, we generally use the Five 5s to describe the clients that are in the best position to make use of our services:

  • 5 years or more in business;
  • 5 employees; and
  • $5MM or more in annual revenue and $500,000 or more in annual profit – OR
  • $5MM in invested capital for a start-up project.

This is not a hard and fast rule, so if you don’t fit within these parameters, that’s okay. We’re still happy to talk with you about ways to improve the financial systems of your business.

Click below for a description of our services.

Professional Consultation

If you are like most of our 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.