28 firms listed, 2 articles · Last updated:
28 bookkeeping firms in Montana met our listing bar and 12 reached 70% evidence coverage. The 10 with at least 6 documented items are ranked below by Evidence Score, and the other 2 are scored without a number.
105 profiles reviewed, 28 met the listing bar, 12 scored (evidence coverage of 70% or more). 10 document at least 6 of the items we score and are ranked by Evidence Score; the other 2 are under the list as Also scored.
How this list is built: Methodology · Disclosures · About · Report a correction
Sources cited: DNS check, Firm's own website, IRS preparer records, and our published methodology.
This list numbers the 10 Montana bookkeeping firms with enough documented evidence to rank, out of 28 that met our listing bar, and scores 2 more below it without a number. Start from what you need and use the filters: catch-up work (5 firms), a published price (2) and remote service (7).
We verified a monthly bookkeeping price for 2 of the 28 firms on this list, each from the firm's own site and captured on September 26, 2026. The lowest listed is Elevated Advisory & Accounting: from $300 a month. The highest listed is Marlow Accounting: from $300 a month. For the other firms we have no verified monthly bookkeeping price; some may publish other pricing, so ask them for a quote.
| Firm | Price type | Monthly price ($) | Conditions | Captured |
|---|---|---|---|---|
| Elevated Advisory & Accounting | Starting price | 300 | None stated | |
| Marlow Accounting | Starting price | 300 | None stated |
These firms reached 70% evidence coverage, but fewer than 6 of the items we score are documented for them, so they carry a score and no number.
| Firm | Where | Services documented | Software | Pricing | Credentials verified | Coverage (%) | Evidence Score |
|---|---|---|---|---|---|---|---|
| Mission Accounting, PC | Kalispell, MT | payroll coordination | QuickBooks | Not verified | IRS preparer record | 73 | 18 |
| HD Tax Preparation & Small Business Services | Missoula, MT | payroll coordination | QuickBooks Online | Not verified | Not verified | 75 | 16 |
| Firm | Where | Services documented | Software | Pricing | Credentials verified | Coverage (%) | Evidence Score |
|---|---|---|---|---|---|---|---|
| Streamlined Services, PC Says it serves: construction, healthcare, retail, professional services, manufacturing | Billings, MT Local + remote | monthly bookkeeping, AP/AR, payroll coordination, month-end close | QuickBooks Online, QuickBooks Desktop, Sage, NetSuite, Ramp, Xero | Quote only (stated) | IRS preparer record | 72 | 65 |
| Marlow Accounting Says it serves: technology, restaurants, construction, medical, agriculture | Billings, MT Local + remote | monthly bookkeeping, AP/AR, payroll coordination, month-end close | QuickBooks Online, Xero, Gusto, Shopify, Stripe, Bill.com, Square, ADP, Paychex, QuickBooks Desktop | Publishes a starting price | Not verified | 72 | 57 |
| Elevated Advisory & Accounting Says it serves: restaurants, construction, nonprofits, professional services, churches | Kalispell, MT Local + remote | catch-up/cleanup, AP/AR, payroll coordination, month-end close | QuickBooks | Publishes a starting price | Not verified | 75 | 51 |
| Morrison CPA P.C. Says it serves: restaurants, construction, real estate | Billings, MT | AP/AR, payroll coordination, month-end close | QuickBooks | Not verified | IRS preparer record | 73 | 39 |
| Barta Business Group Says it serves: construction, e-commerce, professional services | Helena, MT | catch-up/cleanup, AP/AR, payroll coordination, month-end close | QuickBooks Online, Xero | Not verified | Not verified | 75 | 35 |
| Montana Accounting Group Says it serves: retail, professional services, manufacturing, hospitality, attorneys | Bozeman, MT Local | AP/AR, payroll coordination, month-end close | Not verified | Not verified | IRS preparer record | 72 | 33 |
| Holmes & Turner Says it serves: nonprofits | Bozeman, MT Local + remote | payroll coordination, month-end close | QuickBooks | Not verified | IRS preparer record | 73 | 32 |
| Loucks & Glassley, pllp Says it serves: agriculture | Great Falls, MT | payroll coordination, month-end close | QuickBooks | Not verified | IRS preparer record | 73 | 29 |
| Wendy J Weissman | Great Falls, MT | payroll coordination, month-end close | QuickBooks | Not verified | IRS preparer record | 73 | 26 |
| MIcrobooksllc | Billings, MT Local + remote | payroll coordination | QuickBooks Online | Not verified | Not verified | 75 | 19 |
These firms met the listing bar but have under 70% evidence coverage, so they are not ranked.
| Firm | Where | Services documented | Software | Pricing | Credentials verified | Coverage (%) |
|---|---|---|---|---|---|---|
| Abundant Skies Tax & Accounting Says it serves: professional services, agriculture, technology, construction, retail | Kalispell, MT Local + remote | monthly bookkeeping, catch-up/cleanup, AP/AR, payroll coordination, month-end close | QuickBooks | Other fees only, no monthly price | Not verified | 69 |
| Accutax Tax & Accounting Says it serves: construction | Billings, MT Local | payroll coordination | Not verified | Not verified | Not verified | 69 |
| Addington Accounting & Tax | Kalispell, MT | payroll coordination, month-end close | Not verified | Not verified | IRS preparer record | 19 |
| Christensen CPA | Helena, MT | payroll coordination | Not verified | Not verified | Not verified | 66 |
| Elevated Tax & Accounting Says it serves: restaurants, retail, professional services, manufacturing, technology | Missoula, MT Local + remote | monthly bookkeeping, catch-up/cleanup, payroll coordination, month-end close | QuickBooks | Not verified | Not verified | 63 |
| Gallatin Valley Tax Services | Bozeman, MT Local | payroll coordination, month-end close | Not verified | Not verified | Not verified | 66 |
| HPW CPAs + Advisors | Bozeman, MT | payroll coordination | QuickBooks | Not verified | Not verified | 63 |
| Hulslander-Schmid CPA | Kalispell, MT | payroll coordination | Not verified | Not verified | Not verified | 9 |
| InTrackCFO | Bozeman, MT | monthly bookkeeping, payroll coordination, month-end close | Not verified | Not verified | Not verified | 26 |
| Jordahl & Sliter Says it serves: real estate, healthcare | Kalispell, MT | AP/AR, payroll coordination, month-end close | QuickBooks Online | Not verified | Not verified | 69 |
| Precision Business Resources | East Helena, MT Local | AP/AR, payroll coordination | Not verified | Not verified | Not verified | 69 |
| Prigge & Otten PC Says it serves: professional services | Granite Butte, MT | payroll coordination, month-end close | QuickBooks | Not verified | Not verified | 69 |
| Summers, McNea and Company, P.C. | Billings, MT | payroll coordination | QuickBooks | Not verified | Not verified | 69 |
| Swensen, Phelan, and Associates | Great Falls, MT | payroll coordination | QuickBooks Online, QuickBooks Desktop | Not verified | Not verified | 66 |
| Wheeler Smith CPAs | Bozeman, MT | payroll coordination | Not verified | Not verified | Not verified | 66 |
| Woods Accounting | Billings, MT | catch-up/cleanup, payroll coordination | Not verified | Not verified | IRS preparer record | 18 |
Pricing is where these sites say least: 24 of 28 are silent on fees, 1 say they quote each job, and 2 publish a monthly figure. Figures the firms publish themselves, as their sites word them: Marlow Accounting ("Starting at $300 /month") and Elevated Advisory & Accounting ("starting at $300/mo"). Ask for the fee and what it covers in writing before the first month starts.
If you're behind, start with the 5 firms that say they do catch-up or cleanup work. On this page that's Elevated Advisory & Accounting, Barta Business Group, Abundant Skies Tax & Accounting, Elevated Tax & Accounting and Woods Accounting. 7 of 28 state how often reports arrive, and 4 describe how onboarding works.
QuickBooks is the software named most, by 11 of 28 firms, ahead of QuickBooks Online 25% and Xero 11%. If you run Xero, Streamlined Services, PC, Marlow Accounting and Barta Business Group name it. 7 of 28 say they work with clients remotely, so a firm across the metro can still take you on.
Without Montana records we can match, the evidence here is what firms publish about themselves, and that alone stops short of the 70% coverage a ranking needs. Median evidence coverage here is 69%. Any firm that says it's a CPA practice can be checked on the Montana Board of Public Accountants lookup.
Numbered scores on this list run from 65 down to 19, and the median across every scored firm is 32.5. 2 more firms reached 70% coverage with fewer than 6 documented items, so they sit under the list as Also scored, without a number. The top of the list: Streamlined Services, PC (65 at 72% coverage), Marlow Accounting (57 at 72% coverage) and Elevated Advisory & Accounting (51 at 75% coverage). Billings has the most numbered firms (4), and the list spans 5 towns in all. A high-coverage firm with a modest score isn't a weak firm. Its site simply leaves more for you to ask.
Shares of the 28 firms listed, from accepted evidence only. A firm with no evidence for an item counts as not stating it. Credentials: the Montana CPA register isn't searched automatically, so licenses read Not verified. Median evidence coverage: 69%; median Evidence Score of the scored firms: 32.5.
| What the firms state | Share (%) | Firms (of 28) |
|---|---|---|
| Publish a price or starting price | 7 | 2 |
| State they price by quote | 4 | 1 |
| Say nothing about pricing | 86 | 24 |
| Hold a third-party-verified credential | 0 | 0 |
| State a reporting cadence | 25 | 7 |
| Describe onboarding | 14 | 4 |
| Offer catch-up or cleanup work | 18 | 5 |
| Work remotely (stated) | 25 | 7 |
| Mention QuickBooks | 39 | 11 |
| Mention QuickBooks Online | 25 | 7 |
| Mention Xero | 11 | 3 |
| Mention QuickBooks Desktop | 11 | 3 |
| Mention Gusto | 4 | 1 |
General information, not tax advice. Which of these reach your business depends on its entity type, what it sells, whether it has employees and the schedule each agency assigns. Your bookkeeper keeps the records; you, or whoever your engagement letter names, file. Checked on the linked official pages on September 26, 2026.
Marlow Accounting and Elevated Advisory & Accounting show a price or a starting price on their own site. Open a profile to see the exact wording and the page it came from.
Elevated Advisory & Accounting, Barta Business Group, Abundant Skies Tax & Accounting, Elevated Tax & Accounting and Woods Accounting say they do catch-up or cleanup work. The catch-up filter above the list shows only those firms.
13 of 28 name them on their own sites, among them Streamlined Services, PC (construction and healthcare), Marlow Accounting (technology and restaurants), Elevated Advisory & Accounting (restaurants and construction), Morrison CPA P.C. (restaurants and construction) and Barta Business Group (construction and e-commerce). It's self-reported, so ask for a client reference in your trade.
Search the firm or the person on the Montana Board of Public Accountants lookup. We found no CPA record we could match for firms on this page, which says more about the data than the firms. A bookkeeper doesn't need a CPA license to keep your books.
Dates are when we checked. Report an error.