Business Details
50+ Years
experience
Your Trusted Partner for Accounting and Advisory Solutions
JCCS has guided clients toward financial success for over 75 years, combining deep industry expertise with personalized advisory services. Our team of more than 100 professionals, including CPAs, Certified Fraud Examiners, and retirement plan specialists, focuses on understanding each client's unique goals to deliver actionable insights beyond traditional accounting. We prioritize long-term relationships, proactive problem-solving, and continuous professional development to help businesses and individuals navigate complex financial landscapes.Our services span tax strategy, audit assurance, retirement plan design, and specialized advisory solutions tailored to evolving client needs. Backed by affiliations with organizations like the AICPA and NACVA, we maintain rigorous standards of integrity and technical excellence. By integrating local market knowledge with national resources, we empower clients to make informed decisions that drive sustainable growth and personal financial security.
Services
Accounting
Audit
Tax Services
Retirement Plans
Specialized Services
Certified Fraud Exams
Peer Review
Details
- Year established: 1950
Highlights and features
- We offer 75+ years of combined experience across diverse industries
- Our team includes specialists with credentials like CFE, CFP, and ABV
- We provide tailored solutions beyond standard accounting practices
- Our proactive approach anticipates financial challenges before they arise
- We maintain rigorous technical standards through continuous professional development
Associations and certifications
- American Institute of CPAs (AICPA)
- Montana Society of CPAs (MSCPA)
- National Association of Certified Valuation Analysts (NACVA)
- Accredited in Business Valuation (ABV)
- Enrolled Agent (EA)
- Chartered Retirement Plans Specialist (CRPS)
- Associate Professional Member (APM) of ASPPA
- Certified Financial Planner (CFP)
- Certified Fraud Examiner (CFE)
- Advanced QuickBooks ProAdvisors
- Lean Six Sigma CPA Green Belt
What people say
Proactive guidance
Deep expertise
Personalized solutions
Reliable support
Strategic insights
Services
Accounting
Our accounting services provide accurate financial statements with personalized analysis to support business decisions. We offer monthly/quarterly bookkeeping, payroll processing, budget development, and CFO/controller support tailored to each client's operational needs. Our team ensures compliance while delivering insights that improve financial clarity and strategic planning.
Audit
JCCS delivers comprehensive audit services focused on accuracy, compliance, and strategic growth opportunities. Our experienced CPAs perform financial statement audits, internal control assessments, and compliance reviews while maintaining independence and confidentiality. We help clients strengthen financial processes and build stakeholder confidence through transparent reporting.
Tax Services
Our tax specialists provide year-round compliance and strategic planning services for individuals and businesses. We handle complex tax challenges including R&D credits, succession planning, and real estate transactions while keeping clients informed about regulatory changes. Our proactive approach minimizes liabilities and maximizes opportunities through personalized tax strategies.
Retirement Plans
We design and administer customized retirement plans that attract talent and improve employee retention. Our services cover 401(k), pension, and profit-sharing plans with ongoing compliance support. We help businesses optimize benefits packages while managing costs and meeting regulatory requirements through expert plan implementation and administration.
Specialized Services
JCCS offers niche services including business valuation, litigation support, and fraud examination. Our certified specialists provide expert analysis for mergers and acquisitions, legal proceedings, and risk management. These services combine technical expertise with industry-specific insights to address complex business challenges and support informed decision-making.
People
Jerry L. Lehman
Shareholder
With decades of experience, Jerry Lehman provides strategic accounting guidance to businesses across multiple industries. He focuses on helping clients achieve long-term growth through proactive financial planning and advisory services.
David L. Gilmer
Director of Tax
David Gilmer leads JCCS' tax services with expertise in complex compliance and planning strategies. He specializes in helping businesses navigate changing tax regulations while optimizing their financial position.
Lindsey Nichols
Director of Employee Benefits
As a certified retirement plan specialist, Lindsey Nichols designs comprehensive benefits solutions that help businesses attract talent and improve employee retention through strategic retirement plan implementation.
Gregory D. Peck
Shareholder
Gregory Peck provides audit and accounting expertise to clients, focusing on financial statement accuracy and regulatory compliance. He builds long-term relationships through personalized service and industry-specific knowledge.
John E. Stevens
President & CEO
John Stevens leads JCCS as President & CEO, overseeing strategic growth and service quality. He ensures the firm maintains its commitment to client-centered accounting solutions while fostering professional development among staff.
Questions
What accounting services does JCCS offer?
We provide full-service accounting including bookkeeping, financial statements, budgeting, CFO services, and internal control reviews tailored to your business needs.
How can JCCS help with tax planning?
Our tax specialists offer year-round compliance, strategic planning, and complex tax challenge resolution including R&D credits and business succession strategies.
Do you serve small businesses?
Yes, we work with businesses of all sizes, providing scalable accounting, tax, and advisory services to meet specific growth and operational requirements.
What retirement plan options are available?
We design 401(k), pension, profit-sharing, and defined benefit plans with full administration support to help businesses attract talent and improve retention.
How do you ensure audit quality?
Our CPAs follow rigorous audit standards while maintaining independence, providing transparent reporting and actionable recommendations for financial process improvements.
What specialized services do you offer?
We provide business valuations, litigation support, fraud examinations, and merger/acquisition assistance through credentialed specialists with industry-specific expertise.
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