Our Solutions

Proudly serving medical/dental, contractors, churches and professional service based businesses. We understand the unique challenges that your service-based business faces and because we cater to the specific requirements of your industry, we are able to develop a customized plan and implement the right solutions that will improve your operations, efficiency, and profitability.

How may we serve you?

BUSINESS CONSULTING—
We know that there are many aspects of running a successful operation, and that’s why we cover all the bases and provide you with the tools, support, and focused financial expertise that is essential in achieving your business and financial goals.

TAX PLANNING AND PREPARATION—
Providing year-round, strategic personal, business, and tax guidance, you will have the peace of mind to know that your hard-earned money will be protected from unnecessary tax. We also specialize in promptly resolving tax disputes with the IRS.

SERVICE PLANS—
Ranging from Base to Premium service plans, we have the right plan to fit your needs and give you the freedom to focus on building your business. See chart below.

BOOKKEEPING

Reconcile accounts

Reconcile deposits

Reconcile bank feeds

Monthly journal entries

ACCOUNTS PAYABLE

Process bills payments

Track receipts

Process reimbursable expenses

Prepare vendor 1099s

Paperless bill & receipt access

PAYROLL

Prepare payroll

Process payroll tax payments

Prepare payroll tax returns

Prepare W-2s

Electronic W-2s & paystubs

Process 3rd party payments

PAYGO workers’ comp.

Human Resources

TAX

Annual tax preparation

Sales tax preparation

ADVISORY

Monthly financial statements

Budgeting tool

Tax planning

Video check-in meetings

Response Time

KPIs and business analytics

Business coaching

Platinum Support

Silver

PATH

Quarterly

48 hrs.

Gold

PATH

Monthly

36 hrs.

Platinum

PATH

Monthly

24 hrs.

 

Which Plan is Best for Me?

 

What if my books are a mess? We've seen it all and can get you organized and current.

For a free damage assessment and quote, invite us as your accountant to your QuickBooks Online account using team@montgomeryandco.com. On QuickBooks Desktop? Email info@montgomeryandco.com and we’ll provide a secure portal to send your QuickBooks backup file. You are steps away from getting clean, current, accurate books.