Morse and Co

What Morse and Co does

Morse and Co., PLLC is a privately-held, full-service Certified Public Accounting firm established in 1975 and headquartered at 6060 S American Plaza Ste 600, Tulsa, Oklahoma. The firm operates under a partner-led professional services model, with five named partners (Tim Roberts, Lisa M. Anderson, Sue Bement, Jason Cobb, and Mel Rippy) collectively holding 100+ years of public accounting experience, including specialized credentials such as Enrolled Agent accreditation and prior IRS tenure. Its business is organized around four traditional service lines: Accounting (bookkeeping, payroll, sales tax), Assurance (financial statement audits, employee benefit plan audits, reviews, compilations), Tax (planning, preparation, estate and trust tax, IRS representation), and Consulting (business entity selection, succession planning, estate, financial, and retirement planning).

The firm serves two primary customer segments — small-to-mid-size businesses (including corporations, partnerships, and not-for-profits) and individuals — across a broad set of industry verticals: oil and gas, construction, manufacturing, real estate, government, healthcare, franchisors, trade associations, and professional services. GTM is sales-led, relying on direct outreach, referrals, and professional network affiliations, supported by content marketing (newsletters, tax resource guides, financial calculators) and broad social media presence. Services are delivered through personalized, consultative engagements at quote-based pricing tied to scope and complexity.

Technology underpins service delivery via computerized tax preparation and research software and a secure client document portal; no proprietary technology, AI/ML capabilities, APIs, mobile applications, or patents are disclosed. The firm maintains professional affiliations with the AICPA (including its Government Audit Quality Center and Employee Benefit Plan Audit Quality Center), the Oklahoma Society of CPAs, the Tulsa Tax Club, and the Associated Builders and Contractors. Revenue is generated exclusively through professional services fees, and no external investors, funding events, M&A activity, or subsidiaries are present in the data.

Name

Morse and Co

Legal name

Morse and Co., PLLC

Website

https://morseandco.com

Company type

Private

Founded year

1975

Operating status

Operating

Headcount range

11–50 employees

Short description

Morse and Co., PLLC is a privately-held Tulsa, Oklahoma-based CPA firm founded in 1975, providing accounting, tax, audit, and consulting services to individuals and small-to-mid-size businesses across industries including oil and gas, construction, manufacturing, and nonprofits.

Ownership category

akta.pro rank

Product category

Certified Public Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Certified public accounting
• Tax preparation services
• Financial statement audits
• Bookkeeping and payroll
• Business consulting services

Headquarters

HQ city

Tulsa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Services Fees: Morse & Co. generates revenue through fee-for-service arrangements for accounting, tax preparation, audit, and consulting engagements. Services are billed based on the scope and complexity of work performed for individual and business clients.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Morse & Co., PLLC is a full-service Certified Public Accounting firm offering accounting services (bookkeeping, payroll, sales tax), assurance services (financial statement audits, employee benefit plan audits, reviews, compilations, agreed-upon procedures), tax services (planning, preparation, estate and trust tax, IRS representation), and consulting services (business entity selection, succession, estate, financial, and retirement planning). Services are delivered through customized, consultative engagements for small to mid-size businesses and individuals primarily in the Tulsa, Oklahoma market.

Product overview

Morse and Co, PLLC is a full-service Certified Public Accounting firm offering a comprehensive suite of accounting, tax, audit, and consulting services. The firm operates as a traditional professional services company rather than a software platform. Its core service offerings include Accounting Services (bookkeeping, payroll, sales tax), Assurance Services (audit, review, compilation, employee benefit plan audits, agreed-upon procedures), Tax Services (planning, preparation, estate and trust tax, IRS representation), and Consulting Services (business entity selection, succession planning, estate planning, financial planning, retirement planning). The firm also provides supplementary resources including financial calculators and newsletters with tax tips. These services are delivered through personalized, customized engagement rather than a product-based or modular software architecture.

Differentiator

Problem solved

Functional benefit

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered minor.

• American Institute of Certified Public Accountants (AICPA)minorOthersMorse & Co. maintains membership in the AICPA as a professional affiliation demonstrating commitment to accounting standards and professional excellence. The firm is also a member of the AICPA Government Audit Quality Center and AICPA Employee Benefit Plan Audit Quality Center.
• Oklahoma Society of Certified Public Accountants (OSCPA)minorOthersMorse & Co. maintains membership in the OSCPA demonstrating professional affiliation with the state accounting society. Jason Cobb serves as Chair of the Small Firm Practitioners Committee.
• Tulsa Tax ClubminorOthersProfessional affiliation with the Tulsa Tax Club for networking and professional development among tax professionals in the Tulsa area.
• Associated Builders and Contractors (ABC)minorOthersMorse & Co. holds membership in Associated Builders and Contractors, serving the construction industry through professional accounting services.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Emerging players

• Bench Accounting: Outsourced bookkeeping and financial reporting platform serving U.S. small businesses. Overlaps with Morse & Co.'s bookkeeping and monthly accounting services for SMB clients via a SaaS-plus-human delivery model.
• Botkeeper: AI- and automation-driven bookkeeping platform for accounting firms and SMBs. Represents the technology-led disruption to the manual bookkeeping and accounting workflows that constitute a core part of Morse & Co.'s offering.
• Pilot.com: Tech-enabled bookkeeping, accounting, and CFO services startup targeting U.S. small businesses. Directly competes with Morse & Co.'s accounting and bookkeeping practice through a software-led delivery model that threatens traditional CPA economics.

Direct peers

• HoganTaylor LLP: Tulsa-headquartered full-service CPA and business advisory firm offering audit, tax, and consulting services across Oklahoma and the U.S. Directly comparable to Morse & Co. in size, geography, service mix, and target SMB/mid-market client base.
• Andersen Tax LLC: U.S. tax and advisory firm built through CPA firm roll-ups, with national presence and specialties in tax compliance and consulting. Comparable to Morse & Co. on the tax and advisory side, but operating as a multi-office platform.

Broad incumbents

• Grant Thornton Advisors LLC: National CPA and advisory firm serving mid-market companies with audit, tax, and consulting services. Comparable to Morse & Co. in service mix but competes from a substantially larger footprint and brand.
• BDO USA: Top-tier U.S. accounting and advisory firm with a broad middle-market practice. Overlaps with Morse & Co. across audit, tax, and advisory engagements but competes at a fundamentally different scale and geographic reach.
• Eide Bailly LLP: Large U.S. accounting and advisory firm with significant Midwest presence and Oklahoma offices. Competes directly with Morse & Co. for the same audit, tax, and advisory mandates from regional businesses and nonprofits.
• RSM US LLP: Global middle-market-focused audit, tax, and consulting firm with U.S. operations. Overlaps with Morse & Co. in serving mid-market and closely-held businesses but operates at significantly larger scale across multiple geographies.
• FORVIS (formerly BKD): Top-10 U.S. accounting and advisory firm with offices across the Midwest including Oklahoma. Provides the same audit, tax, and consulting services as Morse & Co. but at materially greater scale and with a multi-office delivery model.

Market position

Weaknesses4 records

Competitive moat3 records

Key risks7 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Morse and Co