Location: Bozeman

Nicole Flanagan

A Nebraska girl who ditched the cornfields for the wild beauty of Montana. Softball, soccer and basketball were her jams back home. She still plays softball >>

Barbara Wheeler

Barbara grew up in Bozeman and graduated from MSU with a B.S. in Health Enhancement. After receiving her master’s degree in health Promotion, Barbara began her >>

Jason Schramm, CPA

Jason understands that the relationship he has developed with his clients extends beyond numbers. He believes that to help clients accomplish their goals, it takes listening >>

Zac Rossman

Zac was born and raised in Gallatin Valley. He attended Carroll College and graduated in 2016 with degrees in accounting and finance. He has worked in >>

Kellie Schramm

Kellie Schramm is a dedicated professional with deep roots in the picturesque state of Montana. Born and raised in the heart of Big Sky Country, she >>

Newton Kemp Maer III

As a professional accountant, with over 20 years of experience in public accounting, Kemp’s experience provides a teamwork approach with small to medium sized businesses and >>

Amanda Dorsey

A native Bozemanite, Amanda always strives to provide clients with the most careful and accurate bookkeeping and payroll services possible. When not behind her desk providing >>

Jessica Cooper

With almost a decade of financial service experience, Jessica’s favorite part of her job is building strong relationships with her bookkeeping clients’ and being someone they >>

Lindsey Johnson

Lindsey grew up in Whitefish, Montana and moved to Bozeman in 2019. After graduating Whitefish High School, she attended Flathead Valley Community College where she received >>

Ron Schafer, CPA

Ronald Schafer (Ron) was born in Minot, ND and his parents moved to MT 6 months later. As a graduate of Glasgow Senior High, he attended >>