A BETTER BUSINESS AND LIFE
Accounting and advisory services in Greenville, SC
WHAT WE OFFER
Freedom from your back office. Clean, accurate books and regular insights without losing your nights and weekends.
No more tax surprises. Seize the best strategies through proactive tax planning and optimization.
Freedom from your back office. Clean, accurate books and regular insights without losing your nights and weekends.
No more tax surprises. Seize the best strategies through proactive tax planning and optimization.
Team Approach
As an accounting firm based in Greenville, SC, we work alongside you in a cohesive relationship, often as an extension of your team. We also work in teams of two (an advisor and accountant) to help achieve your biggest goals. Let’s remove obstacles and build something great together!
You are not alone.
Team Approach
As an accounting firm based in Greenville, SC, we work alongside you in a cohesive relationship, often as an extension of your team. We also work in teams of two (an advisor and accountant) to help achieve your biggest goals. Let’s remove obstacles and build something great together!
You are not alone.
Team Approach
As an accounting firm based in Greenville, SC, work alongside you in a cohesive relationship, often as an extension of your team. We also work in teams of two (an advisor and accountant) to help achieve your biggest goals.
Let’s remove obstacles and build something great together!
You are not alone.
OUR TEAM
Joe Montgomery, III, CPA
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 is married with three boys, enjoys traveling with his family, backpacking, and a good business book.
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 three boys.
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.
Laura Gregory
Content & Communications
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.