What We Offer
Accounting Services
Remote accounting services across Montana and the U.S. — tailored to your needs, supported by corporate-level expertise.
Core Service
Full-Service Remote Accounting
Our core package delivers accurate, up-to-date financials every month — including QuickBooks Online setup and support for clients who need it.
Transaction Categorization
Every income and expense is accurately categorized against your chart of accounts in QuickBooks Online, keeping your books clean and audit-ready at all times.
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Bank & Account Reconciliation
Monthly reconciliation of all bank, credit card, and loan accounts ensures your books match your statements and nothing slips through the cracks.
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Monthly Financial Reporting
Receive clear, timely P&L statements, balance sheets, and cash flow reports each month so you always know where your business stands.
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À La Carte
À La Carte Add-Ons
Not every business needs the full package. Add targeted services on top of your core engagement — or start with these individually. Available remotely across Montana and the U.S.
Accounts Payable
Bill entry, vendor management, and payment scheduling so your obligations are always met on time without you touching a spreadsheet.
Interested in this add-on? Let’s talk →
Accounts Receivable
Invoice creation, customer tracking, and follow-up on outstanding balances to keep cash flowing and reduce time chasing payments.
Interested in this add-on? Let’s talk →
Payroll Processing
Accurate, on-time payroll for your team. We handle the calculations, filings, and submissions so your employees are paid correctly and compliantly.
Interested in this add-on? Let’s talk →
Accounting Cleanup & Catch-Up
Behind on your books? We’ll get your records current, fix categorization errors, and leave you with clean financials — ready for reporting or tax filing.
Interested in this add-on? Let’s talk →
Advisory
Business Consulting
Leverage our background in financial analysis and risk management to make better decisions for your business. Available remotely to clients across Montana and the U.S.
Financial Health Evaluation
A thorough review of your current financials to identify strengths, risk areas, and opportunities — giving you a clear picture of where your business actually stands.
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Profitability Planning
We work with you to build a realistic path toward sustainable profitability — identifying cost reduction opportunities and revenue levers specific to your operation.
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Tax-Ready Organization
Year-round preparation so that when tax season arrives, you and your CPA are never scrambling. Clean books, organized records, and no surprises.
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Specialized Services
Solutions for specific situations
Beyond our core accounting package, we offer focused services for businesses in specific situations or industries.
Catch-Up Accounting
Behind on your books? We’ll organize, reconcile, and deliver clean financials — no matter how far back you need to go.
Accounting for Contractors
Job costing, subcontractor tracking, and QuickBooks Online support built around how construction businesses actually operate.
QuickBooks Online Setup & Cleanup
Fresh setup, inherited-file cleanup, or migration from another platform — we’ll get your QuickBooks file working correctly.
Tax Preparation Support
Year-round accounting that makes tax season a straightforward handoff to your CPA — not a frantic scramble.
Montana Accounting Services
Based in Bigfork, MT and serving businesses across Big Sky Country and nationwide. Local knowledge, fully remote delivery.
Get in Touch
Not sure which services fit? Let’s figure it out together.
Every engagement starts with a free, no-obligation conversation about your business and your goals.