Moorehead Cheek, Pllc

What Moorehead Cheek, Pllc does

Moorehead Cheek, PLLC is a private professional services firm operating as a two-partner CPA practice headquartered at 303 North Horton Parkway, Chapel Hill, Tennessee. The firm delivers tax planning and preparation, accounting and bookkeeping, and business consulting services to individuals, small business owners, and corporate clients across the Middle Tennessee region. Service delivery is conducted through direct client engagement at the firm's single office, supplemented by phone and email consultations, with no self-service software platform or digital marketplace distribution.

The firm's core offerings span tax compliance and planning for individuals, small businesses, and corporations; ongoing bookkeeping and financial reporting; payroll processing; QuickBooks setup and support; business formation assistance; personal financial statement preparation; and estate and trust tax planning. The underlying technology is limited to QuickBooks as a third-party bookkeeping tool; no proprietary software, API, or automation platform is in use. Both founding partners are graduates of Middle Tennessee State University and bring prior experience in community banking, public accounting, and corporate accounting at Pinnacle Bank.

The business model is professional services fee-based, with no publicly disclosed pricing and quote-based engagement terms typical of local CPA practices. Go-to-market is sales-led and relationship-driven, relying on local reputation, referrals, and community presence rather than paid digital campaigns. The firm has 1-10 employees, no external institutional investment, no subsidiaries, and no public listing. Revenue is generated entirely from professional service engagements with individuals and small business clients in a single regional market.

Name

Moorehead Cheek, Pllc

Legal name

Moorehead Cheek, PLLC

Website

https://mooreheadcheek.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Moorehead Cheek, PLLC is a two-partner CPA firm in Chapel Hill, TN providing tax, accounting, bookkeeping, payroll, and business consulting services to individuals and small businesses across the Middle Tennessee region.

Ownership category

akta.pro rank

Headquarters

HQ city

Chapel Hill

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, Others

Revenue model

1. Professional Services - Tax Preparation: Tax planning and preparation services for individuals, small businesses, and corporations. Revenue generated through professional service fees for tax compliance and planning engagements.
2. Accounting and Bookkeeping Services: Ongoing accounting and bookkeeping services including financial record management, bank reconciliation, and financial reporting. Services may be billed on a recurring engagement basis.
3. Business Consulting: Consulting services including new business formation, business acquisitions and sales support, and other advisory services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Moorehead Cheek, PLLC is a local accounting firm that delivers tax planning and preparation, accounting and bookkeeping, payroll processing, business formation, and consulting services to individuals, small businesses, and corporations in the Middle Tennessee area. Services are rendered directly by the firm's two CPAs and supported by QuickBooks for bookkeeping workflows. The firm focuses on personalized engagements covering tax compliance, financial record management, and advisory work for entrepreneurs and business owners.

Product overview

Moorehead Cheek, PLLC offers a unified portfolio of professional accounting and tax services rather than a software platform. The firm's core service lines include Tax Planning and Preparation (serving individuals, small businesses, and corporations), Accounting and Bookkeeping, and Business Consulting. Additional specialized services include QuickBooks Setup and Support, Payroll processing, Business Formation assistance, Personal Financial Statement Preparation, and Estate and Trust Tax Planning and Preparation. All services are delivered through direct engagement with the firm's CPAs rather than through a self-service software product.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning and Preparation Comprehensive and reliable tax services for individuals, small businesses, and corporations, including personalized tax planning and compliance, deduction maximization, liability minimization, and regulatory compliance under ever-changing tax laws.
• Accounting and Bookkeeping Ongoing financial management and bookkeeping for businesses, including transaction tracking, bank account reconciliation, and financial reporting tailored to each client's needs.
• Business Consulting Consulting services beyond standard tax and accounting, including new business formation, assistance with business acquisitions and sales, and tailored practical solutions for entrepreneurs and business owners looking to expand or transition.
• Payroll Payroll processing services for business clients, managing employee compensation, tax withholdings, and compliance requirements.
• QuickBooks Setup and Support Setup, configuration, and ongoing technical support for QuickBooks accounting software to help businesses manage their bookkeeping needs.
• Business Formation Assistance with establishing new businesses, including entity type selection, registration, and initial compliance setup for entrepreneurs.
• Personal Financial Statement Preparation Preparation of personal financial statements for individual clients, providing a comprehensive view of their financial standing.
• Estate and Trust Tax Planning and Preparation Tax planning and compliance services for estates and trusts, helping clients navigate the complexities of estate taxation and trust administration.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Direct peers

• H&R Block: National retail tax preparation chain serving individuals and small businesses with both DIY software and in-person/in-store CPA-assisted filing. Direct competitor to Moorehead Cheek's tax preparation service line for individual and small business clients.
• Jackson Hewitt Tax Service: Retail tax preparation franchise focused on individual and small business tax returns. Competes directly with Moorehead Cheek for the same personal/SMB tax season clients, often in smaller markets.
• Liberty Tax Service: Franchise-based tax preparation chain serving individual taxpayers, including seasonal offices in smaller communities. Competes for the same personal tax prep clients as Moorehead Cheek, with similar price-sensitive positioning.

Emerging players

• 1-800Accountant: Virtual accounting and tax firm serving small businesses and individuals with CPAs accessed remotely. Targets the same SMB/bookkeeping/payroll client base as Moorehead Cheek but delivers services virtually with national reach.
• Intuit QuickBooks Live: Intuit's bundled bookkeeping service pairing QuickBooks software with human bookkeepers for SMBs. Directly competes with Moorehead Cheek's QuickBooks setup/support and bookkeeping service line, leveraging Intuit's scale and brand.
• Pilot: Tech-enabled bookkeeping, accounting, and CFO services for small businesses and startups. Competes with Moorehead Cheek's accounting/bookkeeping service line for SMB clients, particularly newer and growth-stage companies.
• Bench: Online bookkeeping service combining software with dedicated bookkeepers for small businesses. Directly overlaps with Moorehead Cheek's bookkeeping and financial reporting offerings, with a stronger technology platform.

Broad incumbents

• Marcum LLP: National accounting and advisory firm serving middle-market businesses with tax, audit, and consulting services. Provides a regional benchmark for full-service accounting offerings comparable to Moorehead Cheek's service mix.
• Withum: Top-30 U.S. accounting and advisory firm with strong SMB and middle-market practice across tax, audit, and consulting. Comparable in service mix to Moorehead Cheek, but at significantly larger scale.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm providing tax, audit, advisory, and wealth advisory services to SMBs and middle-market clients. Overlaps with Moorehead Cheek on tax and business consulting but serves larger, multi-state clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/moorehead-cheek-pllc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Moorehead Cheek, Pllc