Financial Clarity & Confidence for every entrepreneur
Our team
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Joe Montgomery, III, CPA, CPBC
CEO & Lead Advisor
Serial entrepreneur and certified business coach, Joe's passion is for small businesses to succeed in a sustainable and life-giving way. He sees the big picture and has a knack for giving business owners clarity on the next steps to improve their business and life. He's a creative, collaborative problem solver. Joe enjoys traveling with his family, backpacking, and a good business book.
Favorite quote: "If you want to go fast, go alone. If you want to go far, go together." ~ African Proverb
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Sadie Cure
Lead Accountant
A true accounting technologist and educator at heart, Sadie brings practical solutions to business owners that save them time and money. She coordinates the logistics of all new clients and manages our overall accounting projects and client experience. Sadie is an avid fiction reader and loves being a mama to her two boys.
Favorite quote: "All we have to decide is what to do with the time that is given to us." ~ J.R.R. Tolkien
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Tabitha dawson
bookkeeper
Solutions centered and communication and satisfaction-focused, Tabitha provides pragmatic support to business owners that brings peace of mind in daily operations. She executes the day-to-day procedures, giving clients more freedom in their businesses. Tabitha enjoys a good documentary and camping with her family.
Favorite quote: "You must have long-term goals to keep you from being frustrated by short-term failures." ~ Charles C. Noble
Laura Gregory
Marketing Coordinator
A creative since childhood, Laura loves to make beautifully crafted digital pieces that help provide solutions. She creates social posts, resource videos, and e-books for Cohesion. She's also the webmaster for this site. Laura loves well crafted stories whether in book form or film, music, coffee, and exploring Michigan with her husband.
Favorite quote: "There are no unsacred places; there are only sacred places and desecrated places." ~ Wendell Berry
Our Values
people matter most
Our success depends on your success. Our firm is a conduit for building leaders and achieving dreams.
Long-term solutions
We don't do bandaids except when one of our kids skins a knee.
innovation & growth
There's always a better way.
freedom
To do what you love with the people that you enjoy being with.
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