People Matter Most

At Montgomery & Co., people matter most. Money matters, too, but people matter most because money is simply a tool. It’s a tool that should help people live fuller and freer lives.
Like most tools, money does its job best when it’s optimized.

Since people matter most, our company’s vision and its core values grow from the importance of people and relationships.
This vision and these values guide our partnership with every client.


People have more time, freedom, and money to do what they love!

Our Core Values

Shape Our People

Driven by these core values and guided by our vision, we exist to help our clients optimize their financial lives. Nearly four decades of experience has taught us that financial lives are optimized when three things are true.

We believe our financial life is optimized when three things are true.




We strengthen these three areas with our four core tools.

Tax Planning and Optimization
Outsourced Bookkeeping
Outsourced Payroll

Is your tax position optimized? Is your accounting running without you and providing financial insight? Do you have clarity on your goals and how to get there? We can help you reach your highest potential.

A Team Approach

Teamwork. Perspective. Stability.

The beauty of working with a team is the way it integrates the big picture goals and insights with the everyday details. Your accountant is working hand-in-hand with your CPA, creating a seamless transfer of knowledge and aligning day-to-day operations with high-level planning for optimal tax-efficiency and growth capacity. This kind of collaboration creates a unique balance of perspectives and gives you stability.

Dashboard-level Insights

Awareness. Visibility. Insight.

We want you to have more than just a spreadsheet full of numbers. We want to interpret those numbers for you in a way that gives you clarity about your position in your industry, your short-term target numbers, and your long-range trajectory. Our field of experience allows us to provide you with benchmarking, best-practice insights, and individualized coaching for every area of your finance and accounting.

Here are the kinds of questions we can help you answer:

  • What are the 2-3 most important numbers that drive your unique business?
  • How do you measure within your industry?
  • Are you as profitable as you should be? If not, do you know how to fix it?

Streamlined, Efficient Back Office

Simplicity. Leverage. Mobility.

Our focus here is handing you, the business executive, more freedom and more time while saving you money. To accomplish this, we evaluate your office economy and identify ways to optimize resources, including adjustments in staffing, processes, and tools. With the right people in the right positions with the right tools and training, you’ll be able to run your business from your pocket. The result is that your business is more efficient, more cost-effective, and more professional.

Advice For Your Journey

Coaching. Strategy. Transformation.

We’re more than accountants and CPAs; we’re educators and coaches. When you work with us, it’s about more than making sure Uncle Sam is happy. We’re here to help you achieve your goals. We partner with you to track facts, ask questions, find answers, evaluate options, develop strategies, harness resources, access training, and implement growth.


Pictured here is Montgomery & Company’s first sign, hung on the front porch of 133 Augusta Court in Greenville, SC- Mr. Montgomery’s childhood home. The living room was Joe’s first office, and there he operated the business for a few years before growth required him to take over the dining room as well. From the very beginning, Joe knew that his service to people mattered more than the location he served them from. So, while he was not known for his fancy office at first, he was known for saving his clients every possible tax dollar he could, and the company still works hard to provide this same service to their clients today.

As a college student, Joe started earning money doing taxes for fellow students. After college, he got married, worked as a staff accountant, put in several years with the Big Four, and took on the challenge of private accounting, working as a controller for a hydro-electric company. When the company asked him to relocate, Joe and Lynn didn’t want to leave Greenville, so that’s when they took a leap of faith and hung the sign on their door. Thanks to their hard work, the home business experienced double- and triple-digit growth for the first 5 years. In 1998, Joe bought a commercial building at 941 Pleasantburg Drive where he continued expanding his team. After two decades there, the company built a beautiful office and relocated once again off of Roper Mountain Road. They have a team of bookkeepers, tax experts, payroll specialists, financial planners, CFOs, and business coaches that work to maximize client success. Thirty-five years later, and the focus is still the same. People matter.

Jarrod B

Montgomery & Co. has been a great partner to me. They’ve got my best interest at heart. They’ll proactively reach out and ask questions to understand us better. They’ve taken me as a business owner to the next level. They were able to take us from a mom & pop shop to the next level.

–Jarrod B.

Joseph B

Most CPAs are known for high integrity, reducing tax burden, and keeping books straight. They do a lot of looking in the rear-view mirror, not out the windshield. Montgomery & Co does a lot to come alongside me and my team and help lead them forward.

–Joseph B.

We leverage the best technology to ensure your accounting system is automated, simple, and capable of producing accurate and timely financial insights. If you like the way this sounds, we might be good partners. Contact us to set up an initial conversation.