Educate Montana businesses on fractional cfo / advisory and drive leads

Fractional CFO / Advisory in Montana

Financial strategy, forecasting, and capital planning on-demand.

Featured Fractional CFO / Advisory Professionals (50)

Tax Plus, LLC

Helena, MT

4.4
Tax Professional
5.0
Professional Accountant
Professional Accountant
Professional Accountant
5.0
Tax Preparation Professional
Tax Preparation Professional

Wipfli

Bozeman, MT

1.5
Tax Preparation Professional

When this service matters

  • ✔ Businesses scaling beyond DIY bookkeeping or outgrowing seasonal tax support.
  • ✔ Families navigating multistate filings, mineral rights, or equity comp from Montana employers.
  • ✔ Industries with niche needs: healthcare, construction, tourism, farms & ranches.

How engagements usually start

  1. Share your current financial stack and deadlines.
  2. Identify the professional credentials required (CPA, EA, controller, CFO).
  3. Match with 2-3 Montana firms, then compare proposals.

Browse by Montana city

FAQs

Do I need a CPA or will a bookkeeper work?

If you need strategic tax planning, assurance services, or representation before the IRS, hire a CPA. Routine bookkeeping or payroll tasks can stay with a bookkeeper.

Can I work with a firm outside my city?

Yes—many Montana firms serve clients statewide. Use video meetings and secure portals unless face-to-face meetings are mandatory.

How quickly can I get matched?

Most introductions happen within two business days once you share your business profile and service priorities.

Need help with fractional cfo / advisory?

Tell us about your Montana business and we will introduce the right accountant within two business days.