Montgomery & Company, CPAs Claim this business

About

Joe Montgomery started this firm in 1994 at a card table in his living room, drumming up his first clients with self-produced radio ads. More than three decades later it has grown into a full team working out of its own building off Roper Mountain Road, but the founding idea has held: a good CPA is a coach and a strategic partner, not just the person who files your return once a year. What separates them from a typical tax shop is the model. Rather than billing by the hour, they built the practice around a fixed monthly fee that bundles the whole suite together, so a small-business owner gets predictable cost and year-round support instead of a surprise invoice every April. That suite runs from bookkeeping and payroll to tax planning, quarterly projections, QuickBooks setup, and fractional CFO work, with financial reporting and KPIs for owners who want to actually steer by their numbers. The firm leans toward small businesses that need a real back office behind them, with contractors, medical and dental practices, service companies, and churches among the clients it serves. Payroll, documents, and books run through a secure paperless system, so clients reach their financials from anywhere instead of hauling a box of receipts across town. Clients tend to praise the same things: fast, often same-day answers, patient explanations, and relationships that stretch on for years. Because this is a monthly partnership rather than a one-off filing, the real thing a prospective client sorts out with Joe's team is what a full-service engagement would look like for a business their size, and that part is a conversation.