Business Details
32 Years
experience
Trusted Accounting & Financial Advisory Services
At Montgomery & Co. & Co., we redefine accounting by combining technical expertise with a deep commitment to our clients' success. Founded in 1994, our firm has evolved from humble beginnings into a trusted partner for businesses seeking comprehensive financial solutions. Our team of CPAs, advisors, and specialists brings decades of collective experience to every engagement, focusing on tax optimization, streamlined bookkeeping, and strategic financial planning. We distinguish ourselves through a unique team approach that integrates day-to-day accounting with high-level strategic insights, ensuring our clients benefit from both operational efficiency and forward-looking guidance. Our dashboard-level insights transform raw financial data into actionable intelligence, helping business owners understand their industry position and growth potential.By streamlining back-office operations, we empower executives to focus on core business activities while maintaining financial clarity. Our coaching philosophy extends beyond traditional accounting, offering personalized guidance to help clients achieve their specific goals. With a client-centric culture rooted in our core values, we prioritize relationships over transactions, delivering tailored solutions that align with each client's unique needs. Our proven track record of helping businesses transition from small operations to scalable enterprises demonstrates our commitment to sustainable growth. Through continuous innovation and technology adoption, we ensure our clients remain competitive in an ever-changing financial landscape.
Services
Bookkeeping Services
Payroll Processing
Tax Optimization
Financial Advisory
Business Coaching
Dashboard Insights
Back Office Streamlining
Strategic Planning
CPA Services
Financial Consulting
Details
- Year established: 1994
Highlights and features
- 35 years of experience optimizing financial performance for businesses
- Team approach integrating accounting and strategic planning
- Dashboard insights benchmarking against industry standards
- Proven track record transforming small businesses into scalable enterprises
- Personalized coaching from certified CPAs and financial advisors
What people say
Proactively reach out
Understand us better
Next level growth
Real experts
Financial clarity
Services
Bookkeeping Services
Our comprehensive bookkeeping services ensure accurate financial records and streamlined operations. We implement automated systems that provide real-time insights while maintaining compliance with regulatory requirements. Our team handles daily transactions, bank reconciliations, and financial reporting to give business owners complete visibility into their financial health.
Tax Optimization
We specialize in strategic tax planning to minimize liabilities while maximizing savings. Our CPAs analyze business structures, deductions, and credits to create customized tax strategies. We stay current with evolving tax codes to ensure compliance while optimizing clients' financial positions throughout the year.
Financial Advisory
Our financial advisory services combine industry expertise with personalized guidance. We help clients interpret financial metrics, identify growth opportunities, and develop data-driven strategies. Through ongoing analysis and benchmarking, we provide actionable recommendations to improve profitability and operational efficiency.
Payroll Processing
We offer comprehensive payroll solutions that ensure accurate and timely employee payments. Our services include tax withholding calculations, compliance reporting, and integration with accounting systems. We help businesses maintain regulatory compliance while streamlining payroll operations through automated platforms.
Business Coaching
Our business coaching services focus on helping owners achieve specific financial goals. We provide one-on-one mentoring sessions that address growth challenges, cash flow management, and operational improvements. Through regular strategy sessions, we help clients develop actionable plans for sustainable business development.
People
Joe Montgomery, Jr.
Managing Partner
Founder of Montgomery & Co. & Co. with 35+ years experience, Joe is a CPA who previously worked with Deloitte and Consolidated Hydro. He focuses on building efficient businesses through strategic financial partnerships.
Andrew Hudson
Lead Advisor
CPA with decade-long experience in Atlanta firms, Andrew specializes in helping entrepreneurs understand their financial operations and optimize tax savings while maintaining a strong client-focused approach.
Rebecca Reed
Advisor
CPA and CMA with 15+ years in public accounting and financial controlling, Rebecca provides expert financial guidance while maintaining a client-centric approach to business growth.
Lauren Watson
Advisor
CPA and EA with first-time CPA exam success, Lauren brings technical expertise in tax preparation and financial planning to help businesses achieve their growth objectives.
George Jester
Tax Specialist
Recent addition to the team with wealth management experience, George focuses on balancing financial and tax aspects to provide comprehensive client solutions.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive bookkeeping, payroll processing, tax optimization, financial reporting, and strategic advisory services tailored to small businesses' specific needs.
How do you help businesses improve profitability?
Through financial analysis, benchmarking, and strategic planning, we identify growth opportunities, optimize tax positions, and streamline operations to enhance profitability.
What makes your firm different from other accounting services?
Our team approach combines accounting expertise with business coaching, using dashboard insights and personalized strategies that focus on long-term business growth.
Do you work with businesses outside Greenville, SC?
While based in Greenville, we serve clients throughout Upstate South Carolina and work with businesses that require remote financial advisory services.
How do you ensure compliance with tax regulations?
Our CPAs stay current with evolving tax codes and implement proactive compliance strategies while optimizing tax-saving opportunities for our clients.
What technology do you use for accounting services?
We leverage automated accounting systems and financial dashboards that provide real-time insights while maintaining security and compliance with industry standards.
