Morgan-Franklin LLC

Name

Morgan-Franklin LLC

Website

https://morganfranklincpa.com

Company type

Private

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Payroll Services (541214)

SIC

Finance Services (6199)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industry

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

Keywords

• Accounting services
• Tax preparation services
• Bookkeeping services
• Payroll services
• Financial consulting

GTM type

B2B

Offering type

Services

Cost components

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

Core offering

Morgan-Franklin LLC provides accounting, tax preparation, bookkeeping, payroll, and related financial consulting services to clients. Operating as a small firm with 1–10 employees, it delivers professional financial services typically required by small businesses and individual taxpayers for compliance, reporting, and advisory needs.

Differentiator

Problem solved

Functional benefit

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• BDO USA: BDO USA provides accounting, tax, and advisory services across the U.S., including to small and mid-sized businesses; comparable to Morgan-Franklin in core service mix (accounting, tax, bookkeeping, payroll-adjacent) though operating at vastly larger scale.
• Eide Bailly: Eide Bailly is a regional CPA firm offering accounting, tax, audit, and advisory services, including to small businesses — the same client profile Morgan-Franklin serves, but at greater scale and geographic reach.
• Aprio: Aprio is a national accounting and business advisory firm offering tax, audit, and consulting to small and mid-market clients — a comparable service mix to Morgan-Franklin with broader resources.
• RSM US: RSM US is a mid-market-focused audit, tax, and consulting firm serving privately held businesses; directly overlaps with Morgan-Franklin's accounting, tax, and financial consulting offerings at the small/mid-market end.
• Citrin Cooperman: Citrin Cooperman is a national accounting, tax, and advisory firm serving privately held businesses and individuals — overlapping Morgan-Franklin's compliance and advisory services for small-business clients.
• Marcum LLP: Marcum is a national accounting and advisory firm providing tax, audit, and consulting to mid-market and small-business clients, overlapping the same core compliance and advisory services offered by Morgan-Franklin.
• Wipfli: Wipfli provides accounting, tax, payroll, and consulting services to small and mid-sized businesses; directly comparable to Morgan-Franklin on its accounting/tax/payroll/consulting service stack.

Direct peers

• Baker Newman Noyes: Baker Newman Noyes is a regional CPA firm providing accounting, tax, and advisory services to closely held businesses and individuals — a closer size and service match to Morgan-Franklin than the national firms.
• Anvil Advisors: Anvil Advisors is a smaller accounting and advisory practice serving small businesses and individuals with bookkeeping, tax, and consulting services — closely comparable to Morgan-Franklin's small-practice positioning.
• GRF CPAs & Advisors: GRF CPAs & Advisors is a mid-sized regional firm focused on accounting, tax, audit, and advisory for nonprofits, small businesses, and individuals — a close service-line and client-segment peer to Morgan-Franklin.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat1 record

Key risks4 records

Key highlights2 records

Customer concentration

• LinkedInlinkedin.com/company/morgan-franklin-llc

Revenue estimate

Valuation estimate

Number of profiles

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 Morgan-Franklin LLC