We know what it's like to start a new journey. We also know what it's like to change course midway through. We've been helping clients for over twenty years, which means we've experienced a few challenges ourselves. We know all about the time and dedication it takes to see a quest through and that's why we're here: to help guide you through the many opportunities and challenges you'll encounter along your journey. By bringing us on as your guide, we'll help you stay on top of your business, allowing you to focus on the course ahead.
With the landscape always changing, tax preparation is no longer a once-a-year, "Forget About It After April" notification from your calendar. We proactively work with you throughout the year to take advantage of opportunities when they appear, not just at arbitrary deadline dates. We offer tax planning and preparation services to corporations, partnerships, and their owners in all 50 states.
Accounting and payroll are the basic necessities for any healthy organization but it doesn't often make sense for you to go it alone. Why figure out how to make the climbing equipment when you'd rather be focused on the route in front of you? We use cloud-based solutions that allow us to work with you wherever you are so that you can focus on what you do best and leave the accounting and payroll obligations to us.
Taxes, accounting, and payroll are the building blocks for any business. However, to fine-tune your navigation, you need the support and guidance that builds on these and takes you to the next level. During your onboarding, we'll begin evaluating where you're succeeding and where you may be struggling. Once you're set up, we'll continue this process throughout the year with multiple guidance sessions.
If you don't have them already, we'll set you up with essential items such as QuickBooks Online, Receipt Bank, and Basecamp accounts to get you synced up and ready for your day-to-day needs. Because QuickBooks Online works with so many third-party apps, we're able to customize it to fit your needs, such as syncing with your bank and credit card accounts as well as Paypal, Square, Shopify and many others.
The planning process can be some of the most valuable time you spend on your journey. We help outline your plan of attack, highlighting the areas to pay attention to while also giving you a better idea of where you currently stand. Discussing this throughout the year during your guidance sessions allows you to take advantage of opportunities as they happen instead of waiting until the end of the year when it might be too late.
Financial statements are a great starting point for understanding your business but, if you want to go deeper, they need to tell you their story. We can do this by using tools like data dashboards, cash flow analysis, and profit improvement. We can then combine your numbers with your processes to evaluate where you're succeeding and where you may be struggling and come up with an actionable plan that keeps you moving forward.
Not for the faint of heart, this step can require serious self-evaluation and introspection. Once you've built the foundations of your business, it may be time to focus on your transformation potential through one-on-one growth sessions. These sessions are meant to unlock your potential by thinking differently, taking you from where you've been to where you want to go. Areas of focus are: unlocking new ideas; business differentiation; dealing with growing pains; self-accountability; and profit improvement through value discovery. It's up to you!
We’ve been using technology for decades to make our accounting lives easier. With the advent of key technologies like client portals, digital signatures, remote support, SaaS, and Skype, we’re able to connect with you no matter where you are.
Client portals. Securely access your documents online through your private account.
Digital signatures. Sign your documents (including your tax return) electronically.
Online payments. Pay your invoices online.
We like to be flexible and we like to be nimble - even in the staid world of accounting, life can change quickly. Being small allows us to enjoy a philosophy and lifestyle that can be difficult to come by in larger firms. We're in Montana for a reason and it’s not because we want to spend our lives climbing ladders that lead to nowhere.