There's a better way
for your business to

There's a better way for
your business to

We turn accounting information into useful insight to help clients gain clarity over their business.

Service Levels stacked in a pyramid

Our service model

Our approach to serving you is based on the development process every business must go through to achieve transformation. Each stage has its own focus and builds on the awareness gained during the prior level.

  • 1

    Laying the foundations

    Accounting, tax, and payroll items

  • 2

    Gaining awareness

    Tax planning, business guidance, and insight sessions

  • 3

    Implementing transformation

    Business coaching and profit improvement

Get your numbers to tell their story

Combine your financial data with business insights to make more effective decisions and go deeper into your company.

Our core services

We can help you lay the foundations for running a better business and becoming a better business owner with these solutions.


We provide bookkeeping and accounting services to help ensure your transactions are correctly recorded and classified.

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We'll handle the complexity of payroll and provide you with an easy-to-access online system for you and your employees.

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Proactively work with us throughout the year to take advantage of opportunities when they appear.

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Gain the awareness you need by meeting with us regularly to go over your numbers and plan for your future.

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Industries our clients are in.

  •  Agriculture
  •  Automotive services
  •  Construction contractors
  •  Consulting
  •  Educational services
  •  Engineering
  •  Entertainment and content creators
  •  Independent contractors
  •  Freelancers
  •  Medical services
  •  Online commerce
  •  Professional services
  •  Real estate and rentals
  •  Retail
  •  Technology
  •  Transportation and warehousing

Niches we serve

Want to learn more about the niches we serve?

Service Niches

Technology we use

We've designed our technology stack around the idea that accounting should be easy to use, powerful, and accessible.

Intuit QB logo
Basecamp logo
Gusto logo
Zoom logo
Fathom logo logo
Outsourced accounting service blocks built around clarity

Modern accounting is here

  • We love technology.

    Thanks to technology, we no longer have to be tied down to desktop software, paper documents, or even a physical location.

  • A tool for success.

    As a driver of change, we believe technology is a tool to be utilized and embraced. We use it because it allows us to better-fit our clients’ lifestyle and needs with our own.

  • Hello world!

    When you combine cloud accounting services with our forward-thinking processes and insights, you have a firm that is ready and excited to meet the future.

Who we are

Interested in becoming a client? Start here

Still curious?

Accountants are a great resource for anybody and can help you better manage your unique situation. Having an accountant tend to your complex accounting and tax burdens will also help ensure you're not paying more in taxes than you should.

As your accountant, we can also be your go-to support team when making important decisions by providing insight behind the numbers. Free training sessions during your onboarding, tax insight sessions, and regular business guidance sessions will all help to increase your knowledge and get you more acquainted with your situation.

A key difference between a CPA firm and a tax preparation company is the education, licensure, and training requirements for each. Because of this, a CPA firm is able to provide additional guidance and support that unlicensed preparers cannot, including unlimited representation before the IRS for audit, payment, and collection issues.

Other advantages to working with our firm include minimizing your tax liability, access to additional tax planning services, and the ability to understand your tax situation better through tax insight and guidance sessions. For those with businesses, we're also able to provide ongoing bookkeeping, payroll, and business guidance services throughout the year. A good CPA will not only ensure your tax numbers are correct but will take you beyond the numbers and look at the big picture, helping you get to a better place than you were in before.

For individuals, we offer hourly rates, which means your invoice will be determined by the level and the complexity of the work involved. Higher levels of involvement from us mean a higher level of price commitment from you. Because of the uncertainty surrounding hourly billing, we are unable to give price estimates.

For businesses, we offer both hourly rates and 12-month Care Package subscriptions. Care Packages are built around your specific wants and needs and are similar to the monthly subscription model in which all your agreed-upon services for the year are included in one monthly price. They are designed around the idea that it's nice to have a known, fixed amount you're investing into your accounting services.

Before beginning your package, you will be presented with several different options. Each option is priced to take into account the value of services being received and the level of commitment you are willing to invest. When choosing a Care Package, you're choosing your price and your level of investment up front so that you're able to plan ahead and avoid unexpected fluctuations in your billings by paying the same amount each month.

We offer a range of services including:
  • Tax preparation for individuals and businesses
  • Tax planning and consulting
  • Monthly bookkeeping and accounting
  • Periodic cleanup of books
  • Payroll and reports
  • Sales tax support
  • Insight and guidance for business owners and their businesses
  • Remote support for all services
If you're interested in learning, open to change, and looking to work with a CPA, we're probably a good fit! But you shouldn't take our word for it, which is why we'll have a free value conversation before you become a client to discuss specific items related to your situation and how we can help. It will also give you a feel for what it’s like working with us and the areas we focus on. Once you become a client, we also provide free campfire and basic training sessions with your CPA so you can get started feeling comfortable and confident in your new firm.
No! Our clients are located in numerous locations across the state and the country, along with members of our staff. In fact, some of our largest clients are located outside of the Bozeman area. We are a remote firm and are able to work with our clients easily over the internet. We use QuickBooks Online, Zoom, Basecamp, and various other technologies to make working together online a breeze.