FIRST VALLEY
- ACCOUNTING-
Bookkeepers Serving the Billings Area
Expert Bookkeeping
Day-to-day accounting tasks
Monthly reconciliation procedures
Monthly financial packages
Starting at $500/month
Accounting Support
Day-to-day accounting tasks
Monthly reconciliation procedures
Customized monthly financial packages
Additional accounting services include:
-
Accounts receivable and invoicing
-
Accounts payable and vendor management
-
Sales tax tracking and remittance
-
Other ongoing tasks/deliverables
Starting at $1,000/month
CFO Services
Need something more?
From financial budgeting to cash flow management, let's discuss help we can help you take control of your books in an active way
Starting at $3,000/month
FAQs
Q:
Do you offer bookkeeping and accounting services for small businesses in Billings?
A:
Yes. We support solo entrepreneurs, contractors, and small to mid-sized businesses throughout Billings and the surrounding area. Our team provides monthly bookkeeping, clean-ups, tax-ready financials, payroll support, and ongoing guidance tailored to local industries. We are happy to meet to discuss anytime.
Q:
Can you help with Montana tax requirements and local business filings?
A:
Absolutely. We help Billings business owners stay compliant with Montana tax rules, sales tax filings, annual reports, and other required local submissions. We make sure your books are accurate, deadlines are met, and your business stays in good standing year-round.
Hear what our clients are saying:
Monica G.
Business Owner
“Helped me so much and have recommended expense reclassifications that have boosted profits....”
Jeff H.
Co-founder of Tax & Advisory Firm
“Pass along existing client work, freeing up bandwidth for high-end projects…”
Companies Serving Customers in Billings
For bookkeeping purposes, energy and industrial services, agriculture and agricultural services, and healthcare practices can create very different recordkeeping needs. The same report that works for one company may be too vague for another.
The books are easier to use when they reflect how the business earns money and pays bills.
Monthly Cost Review in Billings
Costs such as payroll and contractor payments, fuel, vehicle and equipment costs, and warehouse, yard or facility expenses are easier to manage when they are not mixed into one broad overhead total.
It also makes tax time cleaner because the records already have structure. That kind of structure helps when the business is planning its next hire.
Planning Notes for Billings Businesses
Why do current reports matter when customer demand changes?
Business conditions in Billings may be influenced by expansion of healthcare, wellness and medical office activity, continued residential and commercial development, and increased transportation, warehouse and vendor activity. The numbers should help explain what is happening, not just record what already happened. It gives the business a better reference point when cash timing changes from month to month.
Company Types Around Billings
The business type matters. Healthcare and wellness practices, construction contractors, and specialty trade businesses can each have different questions when the owner reviews the month.
The monthly review should answer practical questions about money coming in and money going out.
Monthly Review Priorities in Billings
The records should support planning, tax preparation, and everyday management.
1. Job labor, materials and outside contractor costs
2. Vehicle, repair and supply spending
3. Invoices, merchant deposits and receipt backup
A clean monthly close keeps financial information easier to trust. That helps when outside contractors or suppliers become a larger part of the work.
Our Team
Ryan Minner
Client Management
Ryan Baker
Operations & Delivery
Chad Reed
Risk & Quality
Hannah Junio
Accounting Manager
Suzette Gaerlan
Accounting Manager
Rico Doca
Bookkeeper
Macel Mendoza
Bookkeeper
Joan Tamayo
Bookkeeper
Jamie Sanchez
Executive Assistant