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A different kind of firm

We leverage the best in technology for ourselves and our clients
You choose your own schedule and work locations.
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No hours requirement so you can focus on results and adding client value
We go beyond compliance with our clients to create the big wins

Meet the team

Big firm experience, small firm agility and care

ceo and lead advisor


Joe Montgomery, 3, CPA


CEO & Lead Advisor

lead accountant


Sadie Cure


Onboarding & Accountant

bookkeeping specialist


Tabitha Dawson


bookkeeping specialist

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.

Are you a fit?

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Share our 4 core values

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Love people and communicate well on and off camera
An expert in modern accounting apps
Focus on client value and skip the office drama
Driven and able to self-manage workload and deadlines

If this describes you, let's talk!

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Serve 7-10 clients incredibly well than be stretched thin across 70-100 clients

Our hiring process

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3 minute video & Resume

Self-Pace Assessments

Zoom Meet up

Skills Showcase

Interview with owner

Open Positions

  • Guide clients in achieving their financial goals
  • Create budgets, forecasts, and client action items
  • Ensure quality and timeliness of monthly financials
  • Fractional CFO for top tier clients
  • Prepare business and individual tax returns
  • Mentor and guide accountants
  • 6+ yrs public accounting experience
  • BS in Accounting
  • CPA preferred
  • $80,000-100,000
  • Ensure clean, accurate books
  • Code transactions in QBO, pay bills in Bill.com, process receipts in Dext
  • Prepare monthly financials, process payroll, file sales tax returns
  • 1+ yr public accounting experience
  • BS in Accounting
  • $50,000-60,000
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Use this link to upload your 3-minute video and resume. Nothing fancy. We want to know more about you!

Ready to Apply?

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