A team of accountants, advisors, and CPAs.
We focus on providing controllership and business consulting services to business owners and their businesses.
A forward-thinking, blue-horizon approach.
When new horizons open up, it's a lot easier to move into those waters with a cutter sailboat than it is a lumbering cargo ship. There are new opportunities everywhere and we want to take advantage of them as they happen. Being a smaller firm allows us to pursue a progressive philosophy that larger firms just can't compete with.
Journeys aren't a one-size-fits-all type of experience and we don’t think your accounting guide should be either.
We're a remote team with an office in Bozeman, Montana.
Jim Runyan, CPA
Technical GuideFocus:
- Individual and business tax preparation
- Tax planning and consulting
- Business consulting and guidance
- Cash and accrual accounting
Jonathan Runyan
Lead Conductor and Insights GuideFocus:
- Business insight coaching and consulting
- Business strategy and guidance
- Succession planning
- Company sustainability and health analysis
Jen Matson, CPA
Technical Guide and Lead AccountantFocus:
- Individual and business tax preparation
- Tax planning and consulting
- Business consulting
- Cash and accrual accounting
Emily Fulbright
Accounting and Controls GuideFocus:
- Controller services
- Systems implementation and management
- Internal controls and accounting oversight
- Payroll and payroll reporting
Matt Peterson, CPA
Technical Guide and Insights GuideFocus:
- Business strategy and guidance
- Business insight coaching and consulting
- Tax planning and consulting
- Tax preparation
Shirley Law
CoordinatorFocus:
- Client coordinating
- Project management
- Software solutions
- Bookkeeping
Remote but not alone
We’ve been a remote company for well over a decade. Whether it’s having a one-on-one call with your Technical Guide over Meet, hopping on Zoom to get together with your entire accounting team, or sending a quick message to your Lead Accountant in Basecamp, we have the tools available for you to collaborate with us.
Still curious?
A Certified Public Accountant is an accountant that is licensed by the state to provide accounting services to the public. At a minimum, they have completed 150 semester units of college education, one year of accounting-related experience, and have passed the CPA exam.
In order to practice as a CPA, one must follow a strict code of ethics while maintaining and updating their skills through continuing professional education. This allows them to stay up to date on the latest tax and accounting changes. It also makes them a trusted advisor with comprehensive knowledge in their area of expertise. All CPAs are accountants but not all accountants are CPAs.
A key difference between a CPA firm and a tax preparation company is the education, licensure, and training requirements for each. Because of this, a CPA firm is able to provide additional guidance and support that unlicensed preparers cannot, including unlimited representation before the IRS for audit, payment, and collection issues.
Other advantages to working with our firm include minimizing your tax liability, access to additional tax planning services, and the ability to understand your tax situation better through tax insight and guidance sessions. For those with businesses, we're also able to provide ongoing bookkeeping, payroll, and business guidance services throughout the year. A good CPA will not only ensure your tax numbers are correct but will take you beyond the numbers and look at the big picture, helping you get to a better place than you were in before.
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