We believe that being a CPA goes way beyond the basics of accounting, preparing taxes, and maintaining compliance. Those practices are just the foundation of the complete financial performance we offer. 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.
As financial advisors, we help you identify pitfalls to avoid, metrics for growth, and opportunities to capitalize on. When it comes to business growth and planning, keeping track of the past is the surest way to a successful future, and at Montgomery & Co., that's what we want for you. Are you ready to get clarity on where you stand and confidence for the future you want?
There's the sense that we're not just a client, but a valuable person and company. They want to understand how we operate so they can represent our financials in the best way. They come in to understand me as a person and company. Joe III really cares not only about what we do, but also how we do it.
As financial advisors, we help you identify pitfalls to avoid, metrics for growth, and opportunities to capitalize on. When it comes to business growth and planning, keeping track of the past is the surest way to a successful future, and at Montgomery & Co., that's what we want for you. Are you ready to get clarity on where you stand and confidence for the future you want?
There's the sense that we're not just a client, but a valuable person and company. They want to understand how we operate so they can represent our financials in the best way. They come in to understand me as a person and company. Joe III really cares not only about what we do, but also how we do it.
Services
We are people, and we'll treat you like people: listening, asking questions, and taking time to understand your business, your goals, and your needs.
Pictured here is Montgomery & Company's first sign, hung on the front porch of 133 Augusta Court in Greenville, SC- Mr. Montgomery's childhood home.
The living room was Joe's first office, and there he operated the business for a few years before growth required him to take over the dining room as well.
From the very beginning, Joe knew that his service to people mattered more than the location he served them from.
Pictured here is Montgomery & Company's first sign, hung on the front porch of 133 Augusta Court in Greenville, SC- Mr. Montgomery's childhood home.
The living room was Joe's first office, and there he operated the business for a few years before growth required him to take over the dining room as well.
From the very beginning, Joe knew that his service to people mattered more than the location he served them from.
The beauty of working with a team is the way it integrates the big picture goals and insights with the everyday details.
Your accountant is working hand-in-hand with your CPA, creating a seamless transfer of knowledge and aligning day-to-day operations with high-level planning for optimal tax-efficiency and growth capacity.
This kind of collaboration creates a unique balance of perspectives and gives you stability.
We want you to have more than just a spreadsheet full of numbers.
We want to interpret those numbers for you in a way that gives you clarity about your position in your industry, your short-term target numbers, and your long-range trajectory.
Your accountant is working hand-in-hand with your CPA, creating a seamless transfer of knowledge and aligning day-to-day operations with high-level planning for optimal tax-efficiency and growth capacity.
This kind of collaboration creates a unique balance of perspectives and gives you stability.
We want you to have more than just a spreadsheet full of numbers.
We want to interpret those numbers for you in a way that gives you clarity about your position in your industry, your short-term target numbers, and your long-range trajectory.
We believe that saving taxes begins long before year end.
That's why we meet with you once, twice or even quarterly before year end to make sure we capture all deductions and seize all tax saving opportunities.
Our team of bookkeepers, CPAs and advisors is ready to jump start your knowledge and support you as you grow.
Let us automate your tedious bookkeeping tasks by pairing cutting-edge technology with your dedicated expert bookkeeper.
We use OCR technology and a network of integrated apps to streamline your accounting functions so you have accurate and insightful monthly reports and can go back to doing what you love.
That's why we meet with you once, twice or even quarterly before year end to make sure we capture all deductions and seize all tax saving opportunities.
Our team of bookkeepers, CPAs and advisors is ready to jump start your knowledge and support you as you grow.
Let us automate your tedious bookkeeping tasks by pairing cutting-edge technology with your dedicated expert bookkeeper.
We use OCR technology and a network of integrated apps to streamline your accounting functions so you have accurate and insightful monthly reports and can go back to doing what you love.
Disclaimer: We believe in transparent and simple pricing.
However, this is not an exact price but only an estimate as needs can vary greatly.
In no way does this estimate obligate Montgomery & Company, CPAs to provide service to any client based on this estimate alone.
This estimate does not constitute a legally binding engagement letter or service agreement of any kind.
Estimates are per company.
Multiple company price discounts are available.
Please contact us to secure a proposal that is specific to your unique needs.
However, this is not an exact price but only an estimate as needs can vary greatly.
In no way does this estimate obligate Montgomery & Company, CPAs to provide service to any client based on this estimate alone.
This estimate does not constitute a legally binding engagement letter or service agreement of any kind.
Estimates are per company.
Multiple company price discounts are available.
Please contact us to secure a proposal that is specific to your unique needs.
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