Small Business Accounting

Your Montana Small Business CPAs

Serving small businesses is our bread and butter.
It’s what we know—and what we’re passionate about.

Farm & Ranch Accounting

Grounded financial guidance for Montana ag operations.

We help family farms and ranches navigate unique tax deductions, payroll, land use, and succession planning—so your legacy stays strong for generations.

Montana-specific agricultural tax deductions
Succession planning for family farms & ranches
Entity structure optimization for agricultural operations
Livestock inventory and depreciation strategies
Agricultural labor and payroll management
Conservation program financial planning

Construction & Contracting

Built for the trades—billing and taxes made simple.

We support builders, subcontractors, and tradespeople with dependable financial systems and advice.

Construction-specific tax deductions
Equipment depreciation strategies
Contractor licensing financial requirements
Managing subcontractor relationships and 1099s
Cash flow management & forecasting

Estates, Trusts & Natural Resources

Protecting assets, planning ahead, and managing resource wealth.

Whether you’re handling mineral rights, royalties, or succession, we offer smart planning and tax strategies for long-term peace of mind.

Real Estate Investment & Development

Strategic accounting for property investors and developers.

We help you structure deals, manage 1031 exchanges, and optimize tax outcomes across development, management, and investment in real estate.

Investment property tax strategies
1031 exchange guidance for Montana properties
Cost segregation studies
Real estate development financing
Property management accounting
Land trust and conservation easement tax benefits
Airbnb & short-term rentals

Professional Services & Medical Practices

Support for those who serve others.

From doctors to consultants, we help you manage compensation, plan for retirement, and optimize your business structure for growth and stability.

Nonprofit & Community Organizations

Mission-driven financial oversight you can count on.

We understand the unique needs of nonprofits—from grant tracking to 990 compliance—so your focus stays on serving your community.

Form 990 preparation and compliance
Grant accounting and reporting
Donor management systems
Unrelated business income tax planning
Volunteer tracking and in-kind donation valuation
Reserve fund management and investment policies

Small Manufacturing & Craft Production

Helping makers and producers thrive.

We support Montana-based manufacturers and artisans with inventory management, pricing strategies, and tax planning for locally made goods.

Inventory costing methods for small manufacturers
Supply chain accounting
Product pricing strategies
Equipment financing options
Tax incentives for Montana-made products
Sales tax nexus

Outdoor Recreation & Tourism

Accounting for Montana’s adventure economy.

From guides and outfitters to seasonal tourism operators, we help plan for highs, lows, and the unique financial terrain of outdoor businesses.

Guide service accounting and taxation
Seasonal business planning for outfitters
Equipment and gear depreciation strategies
Employee vs. contractor accounting differentiators
Business structure strategies

Restaurants & Food Trucks

Behind-the-scenes support for front-of-house success.

From tip reporting to vendor payments and payroll, we help restaurants manage the numbers so you can focus on great food and service.

Tip reporting and allocation compliance
Inventory and cost of goods sold (COGS) management
Payroll and shift-based labor cost analysis
Point-of-sale (POS) system integration with accounting
Tax planning for seasonal and multi-location restaurants

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FREE GUIDE:
10 Numbers Every Business Owner Should Know

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.

Ready for some relief?
It's Simple to start:

Let's Talk

You tell us what’s on your plate—whether it’s a tax deadline, bookkeeping mess, or big-picture strategy. We listen, ask the right questions, and start mapping out a path forward.

Get a Plan That Fits

We’ll send over a clear proposal built around your needs—not a one-size-fits-all package. You’ll know what we’re doing, why it matters, and what it’ll cost. No surprises.

Partner for Growth

We don’t just plug in numbers—we get to know your business, your goals, and how we can make life easier over time. Our clients stay with us because we show up, follow through, and simplify the complex.