Montgomery & Company, PLLC
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA license active (individual: Montgomery & Company Pllc) · 1102003125 · Michigan Board of Accountancy (LARA Bureau of Professional Licensing licence list)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
Who they say they serve: real estate, non-profits, franchises (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 4 of 5 core services; CPA license verified with the state board.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Montgomery & Company, PLLC | home page | |
| Website | https://www.hmontgomerycpa.com/ | home page | |
| Office locality | Southfield, MI | home page | |
| Phone | +12485572881 | home page | |
| Offers bookkeeping | Documented: ...We take pride in helping businesses of all kinds with proactive tax planning, bookkeeping services, cash flow management and much more. We first learn all we can about the... | home page | |
| Monthly bookkeeping | Documented: ...payroll reporting Worker's compensation audits Unemployment claims Weekly or monthly accounting summaries Customized payroll reports Preparation of W-2s and W-3s Preparation of... | /payroll-services.htm | 8 pts (max 8) |
| AP / AR | Documented: ...monitoring your financial data. We can take over everything from payroll processing and accounts payable to credit card reconciliations, balance sheets, and much more. And we’ll... | /outsourced-accounting-and-bookkeeping.htm | 4 pts (max 4) |
| Payroll coordination | Documented: CPA Accounting and Tax | Detroit | Southfield Previous Next Small Business Accounting Payroll Processing Audit Services New Business Adivsor CPA Accounting - Southfield, MI... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...a fair and objective examination of your finances. We’ll perform a methodical review of financial statements, analyze internal controls and test selected transactions in order to... | /auditing-and-assurance-services.htm | 6 pts (max 6) |
| Industries served (documented) | real estate, non-profits, franchises | home page | 5 pts (max 5) |
| Software supported | QuickBooks | /business-incorporation-services.htm | 5 pts (max 5) |
| Active CPA firm or individual license (state board) | CPA license active (individual: Montgomery & Company Pllc) · 1102003125 · Michigan Board of Accountancy (LARA Bureau of Professional Licensing licence list) | State accountancy board Third-party Sep 26, 2026 expires Jul 31, 2027 | 8 pts (max 8) |
| Reporting cadence stated | Documented: ...and bookkeeping Payroll processing Accounts payable and receivable Weekly and monthly financial statements and reports Balance sheets Credit card reconciliations Cash balance... | /outsourced-accounting-and-bookkeeping.htm | 4 pts (max 4) |
| Privacy / data-handling page | Documented: Privacy | /privacy.htm | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Michigan Board of Accountancy license search and business registry search.
- Active CPA firm or individual license (state board): Michigan lists an ACTIVE CPA firm license (Active) under this name, expiring 2027-07-31. It does not prove service quality.
Data limitations
- 19 of 20 evidenced items come from Montgomery & Company, PLLC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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