A different kind of firm

We leverage the best in technology for ourselves and our clients

Flexible, remote work options

We focus on results, not hours

We go beyond compliance with our clients to create the big wins

We leverage the best in technology for ourselves and our clients

Flexible, remote work options

We go beyond compliance with our clients to create the big wins

We focus on results, not hours

We leverage the best in technology for ourselves and our clients

Flexible, remote work options

We go beyond compliance with our clients to create the big wins

We focus on results, not hours

Meet the Team

joe montgomery III

Joe Montgomery, III, CPA

CEO & Lead Advisor

sadie cure

Sadie Cure

Lead Accountant

tabitha dawson

Tabitha Dawson

bookkeeper

Laura Gregory

Content & Communications Manager

joe montgomery III

Joe Montgomery, III, CPA

CEO & Lead Advisor

sadie cure

Sadie Cure

Lead Accountant

tabitha dawson

Tabitha Dawson

bookkeeper

Laura Gregory

Content & Communications Manager

Our Values

people matter most

hunting for a better way

stability to build long-term solutions

freedom to do what you love

Our Values

people matter most

growth as we hunt for a better way

stability to build long-term solutions

freedom to do what you love

Are you a fit?

If this describes you, we’d love to meet you!

Share our 4 core values
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
Rather serve 7-10 clients incredibly well than be stretched thin across 70-100 clients

Are you a fit?

If this describes you, we’d love to meet you!

Share our 4 core values
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
Rather serve 7-10 clients incredibly well than be stretched thin across 70-100 clients

Are you a fit?

If this describes you, we’d love to meet you!

Share our 4 core values
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
Rather serve 7-10 clients incredibly well than be stretched thin across 70-100 clients

Our Hiring Process

2 minute video & resume

Self-pace assessments

Zoom meetup

Skills showcase

Interview with owner

2 minute video & resume

Self-pace assessments

Zoom meetup

Skills showcase

Interview with owner

Ready to apply?

Use this link to upload your 3-minute video and resume. Nothing fancy. We want to know more about you!