A Guide Along Your Journey

There are many paths to success. To navigate them in the best way possible, it helps to have a plan and know what to look for along the way. That’s where we come in.

Navigating the Course

We help business owners navigate their journeys.

We know what it's like to start a new journey. We also know what it's like to change course midway through. We've been helping clients for over twenty years, which means we've experienced a few challenges ourselves. We know all about the time and dedication it takes to see a quest through and that's why we're here: to help guide you through the many opportunities and challenges you'll encounter along your journey. By bringing us on as your guide, we'll help you stay on top of your business, allowing you to focus on the course ahead.

Equipment
Tools for the course.
Taxes

With the landscape always changing, tax preparation is no longer a once-a-year, "Forget About It After April" notification from your calendar. We proactively work with you throughout the year to take advantage of opportunities when they appear, not just at arbitrary deadline dates. We offer tax planning and preparation services to corporations, partnerships, and their owners in all 50 states.

Accounting and Payroll

Accounting and payroll are the basic necessities for any healthy organization but it doesn't often make sense for you to go it alone. Why figure out how to make the climbing equipment when you'd rather be focused on the route in front of you? We use cloud-based solutions that allow us to work with you wherever you are so that you can focus on what you do best and leave the accounting and payroll obligations to us.

Guidance and Support

Taxes, accounting, and payroll are the building blocks for any business. However, to fine-tune your navigation, you need the support and guidance that builds on these and takes you to the next level. During your onboarding, we'll begin evaluating where you're succeeding and where you may be struggling. Once you're set up, we'll continue this process throughout the year with multiple guidance sessions.

Business Startups

With our Startup package options, we guide you through the numerous complexities of starting a new business and equip you with the tools to thrive. In addition to your initial setup (entity selection, EIN, QuickBooks setup, Receipt Bank account, and more), you'll get bookkeeping, payroll, and tax preparation along with multiple guidance sessions throughout the year to give you the support you need for growing your business.

Tax Planning

The planning process can be some of the most valuable time you spend on your journey. We help outline your plan of attack, highlighting the areas to pay attention to while also giving you a better idea of where you currently stand. Discussing this throughout the year during your guidance sessions allows you to take advantage of opportunities as they happen instead of waiting until the end of the year when it might be too late.

Business Analysis

When it comes to understanding your business, financial statements are just the beginning. Through things like data dashboards, cash flow analysis, and profit improvement, you can get those numbers to tell you their story. And by combining your numbers with your processes, we can evaluate where you're succeeding and where you may be struggling and come up with an actionable plan that keeps you moving forward.

QuickBooks + More

If you don't have them already, we set you up with QuickBooks Online and Receipt Bank accounts to get you synced up and ready for your day-to-day bookkeeping and payroll needs. Because QuickBooks Online works with so many third-party apps, we're able to customize it to fit your needs, such as syncing with your bank and credit card accounts as well as Paypal, Square, Shopify and many others.

Tech-Friendly

We’ve been using technology for decades to make our accounting lives easier. With the advent of key technologies like client portals, digital signatures, remote support, SaaS, and Skype, we’re able to connect with you no matter where you are.

Client portals. Securely access your documents online through your private account.

Digital signatures. Not in Bozeman? No problem! Sign your documents (including your tax return) electronically.

Online payments. Pay your invoices online using your client portal account.

Size Matters

We’re small and we like it that way.

We're in Montana for a reason and it’s not because we want to spend our lives climbing ladders that lead to nowhere. We like to be flexible and we like to be nimble - even in the staid world of accounting, life can change quickly. Being small allows us to enjoy a philosophy and lifestyle that can be difficult to come by in larger firms.

Who We Are
Based in Montana, available from anywhere.
Jim Runyan
Jim Runyan, CPA

Founder

Katie Messina
Katie Messina

Accountant

Erin Williams
Erin Williams

Accountant and Coordinator