Empower Your Financial Journey

“Money is a tool that helps us create the life we desire to lead today and the legacy we choose to leave for future generations. It’s never about the money, it’s about what the money is for.”

- Sue Thompson, CEO & Founder

Our Business

Tax and Accounting are the life blood of business, every number tells a story of success.  Having accurate and timely numbers from which to make sound business and tax saving decisions is critical and the foundations of your prosperity.

  We partner with you, providing accurate accounting and timely tax strategies to ensure you are on track to achieve your vision and goals.   We work intently with each client gathering the information necessary to understand you and your goals, creating tailor made solutions to serve you. From efficient payroll management to strategic financial planning & forecasting, we make the numbers work for you.

Our Vision

Our Vision is to provide a safe place for our clients to exercise financial stewardship by providing practical resources, necessary services, and steadfast strategies so that their financial goals are realized today, tomorrow and for the future.

Our clients are visionaries in their fields with a mindset of contribution.  We believe in a partnership and work to provide individuals and business owners with accurate and timely numbers as well as strategies from which to make sound financial decisions.  We provide a safe place for learning about money and how to use it as the tool it was intended to be.

Explore Your Success

Align your business goals with your lifestyle goals. When you understand your finances professionally AND personally you can confidently create comprehensive solutions that achieve all your financial goals.

Let us handle the complexities while you soar.

Financial Services

  • Tax Filing

    Stop letting all your profits flow out of your business & into your tax bill. hrough a combination of entity & tax strategies, you have powerful allies to plug the Tax Holes in your Company.

  • Bookkeeping & Accounting

    Your business runs on numbers. Number of clients. Number of employees. Profit. Expenses. Connect with your numbers so you can make informed decisions about the operation of your company. We offer you the practical accounting and bookkeeping services you need to keep your business humming.

  • Payroll Management

    Weekly, bi-weekly, monthly payroll schedules. Monthly, Quarterly, Annual Tax returns filed electronically. Multiple state reporting. Workers’ Compensation & complete confidentiality.

  • Entity Management

    We can help you create a new entity. Create & manage your corporate ledgers and keep your annual minutes up-to date as well as file your Annual Reports. We offer Registered Agent services in MT and WY

Get in Touch Today

Ready to take control of your financial future? Complete the form below so we can start helping you achieve your financial goals!