We make the numbers make sense, so you don't have to!
For the DIYer's, we offer as-needed consulting and training. Rates vary depending on the level of complexity and your specific needs. Contact us to discuss your needs and pricing.
QuickBooks Online Set Up QuickBooks Desktop Set Up Migration from QB Desktop to QB Online Bank Feed Classification Account Reconciliations Financial Statements Preparation Bookkeeping and Accounting Consultation New Business Set Up - We can assist you in preparing and filing the legal paperwork for your new business
Payroll Calculations Direct Deposits Payroll Tax Submissions Quarterly Reports Year-End Document Preparation (W2’s and 1099’s) New Payroll Account Set Up- Registration for EIN and State Withholding and Unemployment Numbers for businesses that are new to payroll
Through careful analysis of your business records, we are able to provide tax-saving strategies, and can assist with preparing your tax returns.
Owner
Char founded the company in 2017. She has over 20 years experience as an accountant. Her knowledge of everything accounting & bookkeeping is second to none. When she's not working, Char loves camping and spending time with family & friends.
Staff Accountant
Lara has lived in the Flathead Valley for over 10 years and joined the company in 2018 as a staff accountant. She has 25 years of bookkeeping, payroll (multiple states) and HR experience. Lara loves the outdoors and spends her downtime camping, kayaking, and gardening.
Staff Accountant
Angela is an experienced bookkeeper. She loves the outdoors and spending time with family, friends and her fur babies.
Engagement Agreement
Engagement Agreement
ACH Authorization
ACH Authorization
Contact Information
Contact Information
Financial Information
Financial Information
Asset Information
Asset Information
Loans & LOC Information
Loans & LOC Information
Start Up Costs
Start Up Costs
Payroll Information
Payroll Information
Federal W4
Federal W4
Federal I-9
Federal I-9