Business Details
46 Years
experience
Your Trusted Accounting Partner in Billings
Beyond the Numbers CPAs, Inc. combines decades of accounting expertise with personalized service to help individuals and businesses achieve financial success. With over 45 years of experience, our team of certified professionals delivers tailored solutions in tax preparation, financial planning, and business advisory services. We prioritize long-term client relationships, ensuring each client receives dedicated attention to navigate complex financial landscapes. Our commitment to excellence is reflected in our continuous education on evolving tax laws and our proactive approach to maximizing deductions and credits. Located in Billings, Montana, we serve local clients and businesses nationwide, offering the expertise of a seasoned accounting firm with the personal touch of a community partner. Our services extend to payroll management, succession planning, entity restructuring, and strategic tax planning, addressing both immediate needs and long-term goals.By maintaining high standards of integrity and professionalism, we position ourselves as trusted advisors who prioritize client success over transactional interactions. Our team's certifications, including CPAs and QuickBooks ProAdvisors, underscore our technical proficiency and dedication to delivering accurate, reliable financial guidance. We actively engage with clients to develop customized strategies that enhance profitability, ensure compliance, and foster sustainable growth. Whether supporting new business formations or guiding established enterprises through transitions, our firm remains focused on empowering clients to make informed financial decisions that align with their unique objectives.
Services
Small Business Accounting
Payroll Services
Tax Preparation
Financial Planning
Succession Planning
Entity Restructuring
New Business Formation
Business Advisory
Individual Tax Filing
Tax Strategy Consulting
Details
- Year established: 1980
Highlights and features
- We have over 45 years of experience in accounting and tax services.
- Our team includes Certified Public Accountants and QuickBooks ProAdvisors.
- We provide personalized financial strategies tailored to individual client needs.
- Our expertise spans business advisory, tax planning, and compliance.
- We serve both local Montana clients and businesses nationwide.
Services
Small Business Accounting
We manage financial records, cash flow analysis, and budget forecasting for small businesses. Our team prepares profit statements, balance sheets, and custom financial reports to support informed decision-making. By handling accounting tasks, we enable business owners to focus on growth while ensuring accurate financial oversight.
Payroll Services
Our payroll solutions include tax compliance, direct deposit processing, and W-2/1099 reporting. We handle federal, state, and local tax filings while providing user-friendly payroll reports. By staying updated on legislative changes, we reduce compliance risks and save business owners time typically spent on payroll administration.
Tax Preparation
We prepare individual and business tax returns while optimizing deductions and credits. Our team ensures compliance with evolving tax laws and offers strategic planning to minimize liabilities. For trusts and estates, we address complex tax requirements through specialized expertise in administration and reporting.
Business Advisory
Our advisory services cover succession planning, entity selection, and financial strategy development. We help businesses create strategic plans, improve profitability, and navigate transitions. By analyzing financial data, we provide actionable insights to align business operations with long-term objectives.
Financial Planning
We develop customized financial plans for businesses, focusing on cash flow optimization and growth strategies. Our analysis includes budget forecasting, internal controls, and tax-efficient structures. By integrating financial planning with accounting services, we help clients achieve sustainable profitability and operational efficiency.
People
Patti Stanfill
Owner
CPA and QuickBooks ProAdvisor with 25+ years in public accounting. Graduated Magna Cum Laude in 1997, became CPA in 1998, and owned the firm since 2010. Specializes in small business accounting and tax strategy.
Sara P. Collins
CPA, CMA
Certified Public Accountant and Management Accountant with 15+ years in Montana accounting firms. Expertise in business tax compliance and financial reporting. Graduated with honors from University of Wyoming in 2005.
Justine Morse
Accountant
QuickBooks ProAdvisor with 12 years in payroll processing and business tax preparation. Holds accounting degree from Montana State University-Billings. Specializes in QuickBooks system implementation and financial statement preparation.
Britt Huffman
CPA
Former Montana Department of Revenue tax examiner with 8 years in public accounting. Master's degree in Professional Accounting from Montana State University. Focus areas include individual and business tax compliance.
Tristen Thorson
Accountant
CPA exam candidate with Masters of Accountancy from Rocky Mountain College. Specializes in Montana business taxation and accounting systems. Joined the firm after working with larger accounting practices.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, tax compliance, and business advisory services tailored to small business needs.
How can your firm help with tax preparation?
Our CPAs prepare individual and business tax returns while maximizing deductions and ensuring compliance with federal, state, and local tax laws.
Do you serve clients outside Montana?
Yes, while based in Billings, we serve businesses and individuals nationwide through remote accounting and tax services.
What business advisory services are available?
We offer succession planning, entity restructuring, financial strategy development, and compliance guidance for business owners.
How do you handle payroll tax compliance?
We manage payroll tax filings, W-2/1099 processing, and federal/state tax payments while staying updated on regulatory changes.
What experience does your team have?
Our team includes CPAs, Certified Management Accountants, and QuickBooks ProAdvisors with combined experience spanning 100+ years in accounting.
