Montana Outsourced Accounting & Advisory Specialists | JCCS

Outsourced Accounting & Advising Specialists

The JCCS Client Advisory Services team works alongside businesses across Montana to streamline financial operations, deliver actionable insights and drive smarter decisions. With specialists in every office, we bring the depth of a full-service firm to businesses of every size across the state.

About our Client Advisory Services team

With seven offices across Montana and deep expertise in 20+ industries, the JCCS CAS team goes far beyond bookkeeping. Whether you need transactional accounting support or a Fractional CFO to guide strategic growth, we build a service model around your Montana business, not the other way around.

Meet the JCCS Client Advisory Services Team

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Location

Industry

Jamie Ballas

Client Advisory Services

Missoula

Kristin Cowan

Client Advisory Services

Whitefish

Kelby G. Donnelly, CPA

Client Advisory Services

Great Falls

Chase Grilley

Client Advisory Services

Whitefish

Katie Hankins

Katie Hankins

Client Advisory Services

Bozeman

Joe Legg

Client Advisory Services

Great Falls

Carey Monson

Client Advisory Services

Whitefish

Casey Nimocks

Client Advisory Services

Missoula

Brenda Peyton, CPP

Shareholder

Missoula

Susie Schmele

Susie Schmele

Client Advisory Services

Helena

Kellie Schramm

Client Advisory Services

Bozeman

Mary Donna Schultz

Mary Donna Schultz

Client Advisory Services

Helena

Stephani Sivertsen

Stephani Sivertsen

Client Advisory Services

Great Falls

Trina Thomson

Client Advisory Services

Kalispell

Joyanna Winterrowd

Client Advisory Services

Great Falls

Michelle Woods

Client Advisory Services

Missoula

Ready to strengthen your financial foundation?

The JCCS Client Advisory Services team is ready to help your Montana business grow. Reach out to the office nearest you to get started.