We build partnerships that last a lifetime
Running your business is a full-time job, accounting is ours. Our staff will reconcile your accounts and issue financial statements monthly. We will also take the time to review all of your data with you throughout the year to offer advice and make sure you understand the factors driving your profitability.
The accounting services we handle:
Audits & Reviews
Montgomery & Montgomery CPA's financial statement services depend on your company's needs.
Audits offer the highest level of assurance and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove anomalies, ascertaining the validity and reliability of your information.
Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.
Our staff will guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices. Our staff will also create quarterly estimates and budgets for your individual needs.