Business Details
Expert Accounting & Tax Services for Small Businesses in Billings, MT
At Morrison CPA, PC, we specialize in providing comprehensive accounting and tax services tailored to small business owners in Billings, Montana, and Northern Wyoming. With over two decades of experience in public and private accounting, our team delivers accurate financial reporting, strategic tax planning, and personalized business consulting. Our approach combines hands-on expertise with a commitment to client education, ensuring businesses have the tools to make informed financial decisions. We offer outsourced accounting, QuickBooks support, payroll processing, and CFO services designed to streamline operations and maximize profitability. Our founder, Michael D. Morrison, brings a unique blend of academic instruction and practical industry experience, having served as an adjunct accounting professor and worked in management and investment advisory roles.We prioritize transparency, responsiveness, and community engagement, positioning ourselves as trusted advisors who grow alongside our clients. From new business startups to established enterprises, our solutions are crafted to reduce financial complexity while driving sustainable growth. Our local expertise extends to industries such as construction, real estate, and automotive repair, with a focus on delivering actionable insights that improve cash flow, reduce tax liabilities, and enhance operational efficiency. By combining technical proficiency with a client-first philosophy, we empower business owners to focus on daily operations while we handle their financial foundation.
Services
Accounting Services
Tax Preparation
Business Consulting
Outsourced CFO Services
QuickBooks Support
Payroll Processing
New Business Startups
Financial Forecasting
Cash Flow Management
Succession Planning
Details
- Year established: 2025
Highlights and features
- We offer 20+ years of experience in small business accounting and tax services.
- Our team provides outsourced CFO services tailored to business growth needs.
- We specialize in industry-specific tax planning for construction and real estate.
- Our QuickBooks experts ensure seamless software setup and ongoing support.
- We combine academic expertise with practical financial consulting for actionable results.
Services
Accounting Services
Our accounting services provide small businesses with accurate financial reporting, budgeting, and cash flow monitoring. We handle bookkeeping, financial statements, and tax compliance to reduce administrative burdens. Our solutions improve financial clarity, enabling data-driven decisions for long-term profitability.
Tax Preparation
We offer comprehensive tax preparation for businesses and individuals, including strategic planning to minimize liabilities. Our services cover income tax returns, audits, and year-round tax-saving strategies tailored to your industry and financial goals.
Business Consulting
Our business consulting identifies growth opportunities through financial analysis and operational improvements. We assist with budgeting, risk management, and succession planning, providing actionable insights to enhance profitability and sustainability for small enterprises.
Outsourced CFO Services
Access part-time CFO expertise for strategic financial planning, cash flow management, and tax optimization. Our outsourced services deliver high-level guidance without full-time costs, supporting businesses during growth or complex financial transitions.
QuickBooks Support
We provide QuickBooks setup, training, and troubleshooting to streamline your accounting processes. Our support ensures accurate financial tracking and reporting, empowering businesses to manage finances efficiently with industry-leading software tools.
People
Michael D. Morrison
CPA
Michael D. Morrison, a Montana native, combines 20+ years of accounting experience with teaching expertise. He specializes in small business financial strategy, QuickBooks consulting, and tax planning, serving Billings-area clients since founding Morrison CPA, PC.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting, including bookkeeping, financial reporting, payroll processing, and tax compliance tailored to small business needs.
Do you specialize in any industries?
Yes, we focus on construction, real estate, and automotive repair industries, offering industry-specific financial solutions and tax strategies.
Can you help with QuickBooks setup and support?
Yes, we offer QuickBooks installation, customization, and ongoing technical support to ensure accurate financial tracking for your business.
What tax planning services are available?
We provide year-round tax planning, entity selection, and liability reduction strategies to minimize tax exposure while maintaining compliance.
How can outsourced CFO services benefit my business?
Our part-time CFO services deliver strategic financial leadership for growth, cash flow management, and complex financial decision-making without full-time costs.
