This page lists bookkeeping and accounting firms that serve home-service and trades businesses such as HVAC, plumbing, electrical, roofing, landscaping, and general contracting in Billings, MT. Each entry summarizes the firm based on its own website, and notes when a firm serves the area remotely rather than from a local office.
Firms listed: 3.
Big Sky CPA #
Website: https://www.bigskycpa.com
Phone: 406-794-1740
Big Sky CPA is a certified public accounting practice serving Billings, Montana, and the surrounding region. On its website the practice identifies itself as Morrison CPA P.C., and it lists an address at 1221 Daylight Lane, Billings, MT 59106. The firm presents itself as a resource for small business owners who want help managing accounting, bookkeeping, and tax matters so they can concentrate on running their operations. According to its website, the firm works with small business owners in the Billings, Montana area and throughout Northern Wyoming.
The practice describes a core focus on small business accounting. Its accounting work is presented as a way to keep clients organized and in control of their finances, and the firm states that it provides the financial data a business needs to operate, limit expenses, and pursue new opportunities. Listed accounting services include outsourced accounting and bookkeeping, small business accounting, business consulting, outsourced CFO services, QuickBooks services, payroll services, and assistance with new business startups. The site also references month-end and year-end closings, cash balance tracking, bank and credit card reconciliations, general ledger maintenance, and sales tax processing as part of its routine accounting work.
On the tax side, the firm lists tax preparation and tax planning among its offerings. The website frames tax planning as a way to coordinate a client’s tax position with the broader goals of the business and to identify practical ways to reduce tax liabilities. Tax planning and compliance, along with operational reviews and assessments, appear among the services tied to its business clients.
A notable part of the firm’s described work is its attention to specific industries. The website names automotive repair, construction, real estate, and restaurants and bars as industries it serves. Construction accounting is given particular emphasis. The firm states that accurate accounting is critical for small businesses in the construction industry and describes building a financial foundation for construction clients. It indicates that it works with commercial construction businesses, residential contractors, and local tradesmen. For these clients, the firm lists specialized services that it describes as unique to the industry, including job estimating, job costing, and fixed asset accounting and depreciation. Payroll processing and QuickBooks support are also listed within its construction accounting package.
The website explains that the firm aims to do more than handle daily bookkeeping and cash flow for construction clients. It states that it has worked with many businesses in the field and seeks to identify practical ways to limit expenses and reduce tax liabilities in order to increase profits. The firm invites construction businesses to ask it to assemble a package of accounting and bookkeeping services tailored to the business.
For the practice as a whole, the firm describes its approach as combining accounting services, bookkeeping solutions, and tax strategies. It positions itself as a partner that takes financial tasks off the owner’s plate while keeping the owner informed with relevant financial information. The firm also offers a secure file sharing tool that lets clients send tax documents, and it maintains a newsletter that distributes financial tips, tax due dates, and tax strategies by email.
The website lists 406-794-1740 as the firm’s primary telephone number, and a separate call to action references the number 406-702-1324 for assembling a complete package of accounting and tax services. The firm’s stated mailing location is in Billings, which positions it as a local accounting resource for the Billings area and for businesses across Northern Wyoming. The site emphasizes a small business orientation throughout, with recurring references to construction, real estate, restaurants and bars, and automotive repair as the sectors where it concentrates its accounting, bookkeeping, payroll, and tax services. Prospective clients are directed to contact the firm to discuss a service package suited to their needs.
Capital Bookkeeping #
Website: https://capitalbookkeeping.net
Phone: 406-426-0403
Capital Bookkeeping, operating as Capital Bookkeeping Service LLC, is a bookkeeping practice that serves businesses in the greater Billings area and throughout south-central Montana. The firm describes itself as a Billings, Montana bookkeeping service, and its website lists a location in Fromberg, MT 59029, a community in Carbon County. The firm states that it serves businesses throughout south-central Montana and beyond, and notes that it offers both in person and virtual services. According to its website, the practice has been operating for over a decade.
The firm’s central offering is general bookkeeping for small and large businesses. It describes handling monthly transaction balancing, paying vendors, invoicing customers, and 1099 preparation, with the stated goal of giving owners a clear view of money coming in and going out each month. Listed bookkeeping tasks include general bookkeeping and transaction recording, bank and credit card reconciliation, accounts payable entry and bill paying, reconciling vendor statements, accounts receivable and customer invoicing, monthly customer statements, mailing services, financial statement preparation, financial analysis, and 1099 preparation and distribution. The website also mentions pickup and delivery service in the Carbon County and Billings area.
Payroll preparation is a second area of focus. The firm offers payroll services in Billings and across south-central Montana and describes helping owners ensure employees are paid on time. Its listed payroll work includes payroll preparation, payroll tax payments, quarterly payroll report preparation and submission, workers’ compensation payroll report preparation and submission, employee garnishments and child support handling, and employee benefits withholding. The firm states that it can also assist with W-2 and payroll tax preparation and distribution.
A significant portion of the firm’s website is devoted to subcontractor and construction services, reflecting a focus on the building trades. The firm describes preparing construction draws for contractors in the south-central Montana area, including gathering subcontractor and supplier invoices, calculating the budget, preparing the draw request and accompanying documents, and submitting the draw package for lender approval. It states that it works directly with the title company to help ensure payments are distributed correctly. Additional construction-related services listed include subcontractor insurance and licensing tracking, insurance audits, job costing, and construction draw preparation and submission.
Job costing is presented as a particular specialty. The firm describes itself as specializing in job costing for businesses that operate on a project-by-project basis. Its job costing work is described as tracking direct costs such as materials, labor, and other direct expenses for each job, providing profitability analysis on a project basis, and producing customized reporting that breaks down costs and revenues for each project. The firm states that this gives clients financial clarity to keep projects on budget.
The website includes several client testimonials, which reference work for a contractor, a title company, an insurance agency, a motel, an aviation business, and other small businesses. These reviews mention bookkeeping, payroll, quarterly reports, and workers’ compensation work, and several reference an individual named Cristy who handles client accounts. The firm describes itself as a trusted financial partner for local businesses and states that it helps owners maintain a grasp on expenses and plan ahead for tax time.
The firm lists a telephone number of 406-426-0403 and directs prospective clients to contact it to set up bookkeeping, payroll, or construction services. While the firm markets itself toward the Billings market and the broader south-central Montana region, its stated base of operations is in Fromberg, MT, rather than in the city of Billings itself. The combination of general bookkeeping, payroll, and construction-focused services positions the practice as a resource for small businesses and contractors operating in Carbon County, the Billings area, and the surrounding part of the state.
Fagan & Cook #
Website: https://www.fagancook.com
Phone: (406) 652-2822
Fagan & Cook PC is a certified public accounting firm located in Billings, Montana. Its website lists an office at 1555 Campus Way Suite F, Billings, MT 59102, along with a telephone number of (406) 652-2822, a fax number of (406) 652-0999, and an email address of admin@fagancook.com. The firm describes its work as a combination of tax, accounting, and planning services for individuals and businesses, and it states that it dedicates itself to the underlying principles of professionalism, responsiveness, and quality.
The firm organizes its offerings into tax services, services for individuals, and business services. On the tax side, it lists tax preparation and tax planning. Its services for individuals include personal financial planning and estate planning. Its business services include accounting and bookkeeping, payroll, reviews and compilations, and succession planning. The website also provides a range of client resources, including a tax center with refund tracking, tax due dates, tax rates, IRS tax forms and publications, a record retention guide, and state tax forms, as well as financial calculators and a client portal.
The firm’s website includes detailed profiles of its team, which identify the shareholders and staff and describe their areas of work. Grant Fagan, CPA, is listed as a shareholder. According to the site, Grant is a lifelong resident of Billings who graduated from the University of Montana with a Bachelor of Science degree in business administration with an accounting emphasis, has been in public accounting since 1993, joined the firm in 2004, and became a shareholder in 2007. His described service concentrations include tax preparation, financial reporting, and planning for individuals, partnerships, and corporations, with particular experience in small business, construction, and real estate activities. The site notes that he is a member of the American Institute of CPAs and the Montana Society of CPAs.
Brian Cook, CPA, is also listed as a shareholder. The website states that he grew up on his family’s ranch east of Billings, graduated from Montana State University Billings in 2003 with a Bachelor of Science in business administration with an accounting emphasis, has been with the firm since graduation, and became a shareholder in 2008. His described work includes tax preparation, financial reporting, and planning for individuals and small businesses, with extensive agriculture experience and a specialization in construction activities. He is described as a member of the American Institute of CPAs and the Montana Society of CPAs.
Additional team members are described on the site. Deana Bertrand is listed as a senior accountant who provides tax preparation, tax planning, bookkeeping, and payroll services for individuals and small businesses, with experience in farm and ranch and oil and gas industries. Meagan Pennell is listed as a staff accountant who provides tax preparation, bookkeeping, and payroll services and specializes in farm and ranch accounting. Rebecca Parkins is listed as a bookkeeper and payroll specialist who joined the firm in 2021 and assists local businesses in keeping their books and payroll current, and who serves as billing administrator for several local private irrigation ditch companies. Vicki Nicoll is listed as the office administrator. The site also notes a retired associate, Dean Wright.
The team descriptions point to several areas where the firm concentrates its work, including small business accounting, construction activities, real estate, and agriculture, alongside its individual tax and planning services. Construction is named specifically as an area of specialization for both shareholders, and bookkeeping and payroll for local businesses are described as part of the firm’s regular work.
The firm presents itself as a local Billings practice serving individuals and businesses in the area. The website provides a client portal login for existing clients, registration for new clients, and a secure means of contact through the listed phone, fax, and email. Prospective clients are directed to the firm’s contact information at its Billings office to learn more about its tax, accounting, bookkeeping, payroll, and planning services.