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Small but seasoned Target a boutique firm with over 35 years of experience offering tax, estate planning, cash flow management, and part-time CFO services. Emphasize personalized, professional service and scalable finance support for growing businesses.

Finance outsourcing Position as a cost-effective outsourced finance partner for SMBs needing CFO-level guidance without a full-time executive, highlighting services like cash flow forecasting, budgeting, and strategic financial planning.

Tech-enabled Leverage their light tech stack to propose modernizing workflows with cloud-based accounting, analytics, and client portals, while showcasing integration opportunities with popular SMB platforms.

Local focus Capitalize on Texas-based operations and local market familiarity to pursue regional clients seeking compliant, responsive accounting and tax services with strong client relationships.

Growth potential Suggesting expansion opportunities, cross-sell of tax, estate planning, and CFO services to existing clients in similar professional services, while offering scalable packages for growth-oriented businesses.

Sheriff & Morgan, P.C. Tech Stack

Sheriff & Morgan, P.C. uses 8 technology products and services including Google Hosted Libraries, Google Fonts API, jQuery Migrate, and more. Explore Sheriff & Morgan, P.C.'s tech stack below.

Google Hosted Libraries

Content Delivery Network

Google Fonts API

Font Scripts

jQuery Migrate

Javascript Libraries

Lua

Programming Languages

Google Tag Manager

Tag Management

Bootstrap

UI Frameworks

Piwik PRO Core

Web Analytics

Nginx

Web Servers

Sheriff & Morgan, P.C. Email Formats	Example	Percentage
First.Last@sheriffandmorgan.com	John.Doe@sheriffandmorgan.com	56%
First@sheriffandmorgan.com	John@sheriffandmorgan.com	44%

Sheriff & Morgan, P.C. Email Formats

Example

Percentage

First.Last@sheriffandmorgan.com

John.Doe@sheriffandmorgan.com

56%

First@sheriffandmorgan.com

John@sheriffandmorgan.com

44%

Frequently Asked Questions

What is Sheriff & Morgan, P.C.'s phone number?

You can contact Sheriff & Morgan, P.C.'s main corporate office by phone at

+1-972-889-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sheriff & Morgan, P.C.'s official website and social media links?

Sheriff & Morgan, P.C.'s official website is sheriffandmorgan.com and has social profiles on LinkedIn.

How much revenue does Sheriff & Morgan, P.C. generate?

As of July 2026, Sheriff & Morgan, P.C.'s annual revenue is estimated to be <$1M.

What is Sheriff & Morgan, P.C.'s SIC code NAICS code?

Sheriff & Morgan, P.C.'s SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Sheriff & Morgan, P.C. have currently?

As of July 2026, Sheriff & Morgan, P.C. has approximately 8 employees across 2 continents, including North AmericaEurope. Key team members include Owner: J. S.Vice-President: J. M.Principal: J. A. J.. Explore Sheriff & Morgan, P.C.'s employee directory with LeadIQ.

What industry does Sheriff & Morgan, P.C. belong to?

Sheriff & Morgan, P.C. operates in the Accounting industry.

What technology does Sheriff & Morgan, P.C. use?

Sheriff & Morgan, P.C.'s tech stack includes Google Hosted LibrariesGoogle Fonts APIjQuery MigrateLuaGoogle Tag ManagerBootstrapPiwik PRO CoreNginx.

What is Sheriff & Morgan, P.C.'s email format?

Sheriff & Morgan, P.C.'s email format typically follows the pattern of First.Last@sheriffandmorgan.com. Find more Sheriff & Morgan, P.C. email formats with LeadIQ.

When was Sheriff & Morgan, P.C. founded?

Sheriff & Morgan, P.C. was founded in 1979.

Sheriff & Morgan, P.C.

Q: How many employees does Sheriff & Morgan, P.C. have currently?

Sheriff & Morgan, P.C. has approximately 8 employees.

Q: What industry does Sheriff & Morgan, P.C. belong to?

Sheriff & Morgan, P.C. operates in the Accounting industry.

Q: What technology does Sheriff & Morgan, P.C. use?

Sheriff & Morgan, P.C.'s tech stack includes QuickBooks, ProSites, OpenResty, YUI, Amazon Web Services.

Q: When was Sheriff & Morgan, P.C. founded?

Sheriff & Morgan, P.C. was founded in 1979.

Q: What is Sheriff & Morgan, P.C.'s NAICS code?

Sheriff & Morgan, P.C.'s NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingTexas, United States2-10 Employees

Sheriff & Morgan, P.C. is a small accounting firm based in Wylie, Texas, with a focus on services for business owners, executives, and professionals. The firm offers tax preparation, estate planning, cash flow management, and part-time CFO services, aiming to support clients in financial planning and operational decision-making. Positioned within the accounting industry, it emphasizes professionalism, responsiveness, and quality in its client service after more than three decades in operation. The firm’s location situates it in the Dallas metropolitan area, and its long-standing service history suggests a practice oriented toward personalized advisory and routine financial management for its clients.

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