Your Montana Small Business CPAs
- 406-883-5269
- Polson, Montana
Your Montana Small Business CPAs
With the addition of Christa Schallock as a shareholder in the company in 2023, Schallock & Davis CPAs was formed. Christa joined our firm in September 2020 and enjoys working and building relationships with her clients.
With a Master’s in Accountancy and B.S. in Business Management from Rocky Mountain College, Christa provides tax services for our firm. Previous experience in governmental auditing and bookkeeping for local businesses around the valley allows her to understand and aid her clients in organizing and understanding their businesses.
Born and raised in the Mission Valley, Christa enjoys raising her two daughters here in the beauty that home has to offer. She enjoys music, reading, riding, and serving on the board of the Lower Flathead Valley Community Foundation.
Ron founded Ronnie R. Davis CPA, PC in 1978 after practicing in the area with local and regional CPA firms. As a seasoned tax and accounting professional with over 40 years of experience, Ron has assisted thousands of individuals, families and small businesses navigate the complex US tax code and challenging business and financial issues.
Ron earned BS and MS degrees from Montana State University. He proudly served in the military as a military policeman and accounting specialist during the Vietnam Conflict.
Ron and wife Linda have three children, all living in Northwest Montana with their families.
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As a business owner, you don’t need to be an accountant—but you do need to understand what your numbers are telling you. These 10 essential metrics give you the clarity, insight, and confidence to make informed decisions, plan ahead, and grow your business with purpose.
Track these numbers regularly, and you’ll be ahead of the curve.
With a degree in Business-Accounting from Montana State University, Lisa provides tax and bookkeeping for our firm. Her experience in public and private accounting consists of local CPA firms, the regional firm of Eide Bailly in Billings, Jore Corporation, and Mission Mountain Enterprises.
Lisa joined our team in 2002, and appreciates the personal relationships, along with the quality accounting services we offer to our clients.
She has lived in Polson for over 30 years, and she and her husband Mark have a blended family with six beautiful daughters. She enjoys theater, music, sports and baking.
Born and raised in Los Angeles, California, Belen has always had a love for the place her mother called home.
After high school, Belen’s interests in college were Accounting and Human Resources. She joined the firm in 2008 and performs administrative duties, including bookkeeping and supervised tax preparation.
Married in 1986 to a native Montanan, Carl, they decided to move to Montana in 1995 and have been blessed with living in this beautiful area. Together they have 4 children, 10 grandchildren and three great grandchildren.
Belen is involved in many community activities including line dancing instruction and spends her time crafting. Belen and her youngest son have a booth at Polson’s Farmer’s Market where they display their art which consists of handmade cribbage boards, wooden banks, and many other gift items.
Darlene Beeks doesn’t just manage the books—she helps keep the momentum moving at Schallock & Davis CPAs. A fifth-generation Montanan with a B.S. in Business Administration from the University of Montana, Darlene joined the firm in 2021 and now serves as Firm Manager. She brings a steady mix of accounting precision, organization, and client-focused problem-solving to the team.
Darlene enjoys helping clients build confidence through strong financial foundations and practical planning. She brings a forward-thinking approach to firm operations and client service, making sure nothing slips through the cracks. Outside of work, she enjoys Montana’s outdoors with her husband Jake, spending time with their grandchildren, and keeping up with their dogs.
Briana earned her degree in Business Management from the University of Montana in 2011. Her professional background in public entity human resources perfectly complements the quality, productivity, and effectiveness of her work as she maximizes the bookkeeping services she has been providing for our firm since September 2022.
Briana and her husband Kelly moved back to her hometown of Ronan in August 2022 to raise quarter horses in the Mission Valley. Briana is also a photographer and enjoys backcountry horseback riding, reading, and being home on the ranch.
Karee joined the team in late 2024. With an extensive career in customer service and accounting, she wraps up the Schallock Davis & Huber team. She provides excellent service to our clients in a friendly and professional manner.
Born and raised in Montana, Karee, her husband Ben, and their two daughters moved from Billings to Polson in 2016 to be closer to family.
Karee enjoys art, music, numbers, and adventuring with family in all the beauty this area has to offer.
