Updated January 2025 · 6 min read
How to Choose an Accountant in Montana
Pick the right Montana accountant with confidence.
Clarify your scope
List your non-negotiables: bookkeeping cleanup, payroll, tax prep, audit support, or CFO help. Align those needs with the credential required (EA vs CPA vs controller).
Decide whether you need in-person meetings. Many Montana firms serve statewide virtually, so narrow your search only if on-site work matters.
Assess expertise & tooling
Ask which industries they focus on (ranching, construction, healthcare, startups). Review the software stack they support—QuickBooks Online, NetSuite, Gusto, etc.
Request sample deliverables such as management reports or tax planning memos to gauge thoroughness.
Evaluate responsiveness & pricing
Montana firms run lean, so clarify response times and dedicated contacts during busy season. Look for firms that offer service-level commitments.
Ask for fixed-fee engagements or clearly defined hourly ranges. Tie pricing to milestones so there are no surprises when projects expand.