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.


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.

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

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