People have more time, freedom, and money to do what they love!
At Montgomery & Co., we believe that being a CPA goes beyond the basics of accounting, preparing taxes, and maintaining compliance. As your strategic financial partners, we take the clarity and financial facts about who you are and where you are and help you plan for the future of your company. We don't just want to help you navigate the complexities of financial performance; we want to help you understand and optimize your financial life. We believe that financial lives are optimized when three things are true: TAXES ARE MINIMIZED, BOOKKEEPING & PAYROLL ARE STREAMLINED, and PROFIT IS MAXIMIZED.
Our Core Values
Our core values are rooted in a deeper understanding of what drives humans and businesses forward. We believe that people matter most, and that our financial services should empower individuals and companies to live fuller and freer lives. Our vision is to help our clients achieve their goals by providing expert financial guidance and personalized support.
Our Team Approach
At Montgomery & Co., we know that teamwork makes the dream work. Our team approach brings together experts in accounting, tax preparation, and financial planning to provide comprehensive services that address the unique needs of our clients. Our team members come from diverse backgrounds and bring a wealth of experience and expertise to the table. Our focus is on building lasting relationships built on trust, integrity, and a deep understanding of our clients' goals and concerns.
Dashboard-Level Insights
At Montgomery & Co., we don't just provide financial data; we provide insight. Our team of experts can help you make informed decisions about your business by providing dashboard-level insights that give you clarity about your position in your industry, your short-term target numbers, and your long-range trajectory. We believe that financial data should be more than just a spreadsheet full of numbers; it should be a tool that drives decision-making and helps you achieve your goals.
Streamlined, Efficient Back Office
At Montgomery & Co., we believe that a well-run back office is essential to success. Our team can help you streamline your back office operations to free up time and resources for high-leverage activities. We can help you optimize your processes and systems to reduce costs and increase efficiency. With our guidance, you'll be able to run your business from your pocket, with the confidence that everything is under control.
Advice For Your Journey
At Montgomery & Co., we're more than accountants and CPAs; we're educators and coaches. We believe that our job is not just to crunch numbers, but to help our clients achieve their goals. We partner with our clients to track facts, ask questions, find answers, evaluate options, develop strategies, harness resources, access training, and implement growth. We're committed to helping our clients succeed by providing expert guidance and personalized support every step of the way.
Exceptional Customer Service and Professionalism
Montgomery & Company's esteemed clients rave about their exceptional customer service, professional expertise, and prompt communication. It's clear that their personalized approach, attention to detail, and friendly staff leave a lasting impression on customers.
Efficient and Reliable Services
The reviews highlight the company's streamlined processes, ensuring that clients receive timely and accurate services, including tax preparation, financial guidance, and bookkeeping. The staff's promptness and willingness to go above and beyond to address client concerns are notable.
Personal Relationships and Trust
Many reviewers have developed strong personal relationships with the company's principal, Joe Montgomery, and other staff members. Their trust in the company's professionalism and integrity is evident in the numerous positive reviews.
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