Service: Client Advisory Services

Michelle Woods

No matter if it’s 1,000 little pieces of colored cardboard on her side table or a complicated new payroll or bookkeeping issue for a client, Michelle >>

Trina Thomson

Trina Thomson is a native of Kalispell and loves spending time with her family and friends camping, boating and off-roading in Montana’s great outdoors. She also >>

Casey Nimocks

Casey Nimocks graduated with her associate’s degree in 2010, ready to start her new adventure in the world of accounting. She worked as an accounting clerk >>

Mary Donna Schultz

Mary Donna Schultz

Born and raised in Helena, Montana, Mary Donna embraces the beauty of Montana through her love of hiking, golfing and spending time at her family’s cabin. >>

Joe Legg

A strict work ethic and a love of family and music keeps Joe Legg balanced and happy. A Great Falls native and Marine Corps veteran, Joe >>

Kelby G. Donnelly, CPA

Throughout her considerable experience as an accounting professional, Kelby Donnelly has focused on building strong, long-term relationships with clients while making full use of the many >>