Friendly, Expert CFO & Accounting Services Here in Missoula, MT and Across the Nation
01.
CFO Services
Think of us as your part-time CFO. We’ll help you understand your numbers, plan for what’s next, and make confident decisions that fit your long-term goals, without the cost of a full-time hire.
Financial Reporting
Financial Forecasts & Modeling
Cashflow Run Rates and Forecasting
Strategic Planning and Operations Development
Capital Raises and Crowd Funding
System Implementations
HR & Compliance
02.
Controller Services
Get the support of an experienced controller without hiring one full time. We’ll keep your accounting running smoothly, give you clear insight into growth and profitability, and take the financial details off your plate so you can focus on running your business.
Financial Reporting Preparation
Month End Close & Data Organization
Budget to Actual Comparisons
Support with Compliance and Control Implementations
Accounting Operations
Team Member Training
Payroll Processes
03.
Full Charge Bookkeeping
Our bookkeepers handle everything from start to finish, so your books are accurate, up to date, and ready when you need them. You get peace of mind and more time to focus on growing your business.
Set up, Clean ups and Catch up
Banking and Credit Card Reconciliations
GL Maintenance and Chart of Accounts
Accounts Payable and Bill Pay
Accounts Receivable and Invoicing
Inventory Management
04.
Business Consulting
Ready to take your business to the next level? We’ll work side by side with you to set goals, sharpen your strategy, and build a growth plan you feel good about.
SWOT Analysis
Goal Setting
Business Plans for SBA Loans and financing
Startup and Investor Deck Support
Strategies to improve overall effectiveness and performance
Let’s Make Your Numbers Something to Smile About
Reach out today. We’d love to hear about your business and how we can help.
Carol Hall, CPA, holds an active CPA license with the Colorado State Board of Accountancy, and her Montana CPA license is in progress. The information on this site is for general purposes only and does not constitute professional advice. Use of this site or communication with us does not establish a client relationship. Do not send confidential information until an engagement is confirmed. Links to external sites are for convenience; we do not endorse or take responsibility for their content.
