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 Great Falls, 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.
Barta Business Group #
Website: https://bartabusinessgroup.com
Phone: 406-518-1033
Barta Business Group is an accounting, bookkeeping, and fractional CFO practice that offers services to small businesses, including those in Great Falls, Montana. Although the firm maintains a service page directed at the Great Falls market, its website does not list a Great Falls office. The site identifies two locations: a Colorado office at 3570 E 12th Ave Suite 200, Denver, CO 80206, and a Montana office at 314 N Last Chance Gulch Suite 331, Helena, MT 59601. One of the firm’s service pages states plainly that the firm is based in Denver, Colorado. The website lists a Montana telephone number of 406-518-1033 and a Colorado number of 720-336-0535, along with the email address solutions@bartabusinessgroup.com and weekday business hours. Businesses in Great Falls would therefore work with the firm from its Denver and Helena offices rather than from a local Great Falls location.
The firm describes itself as a team of bookkeeping, accounting, and finance professionals who guide business owners in making decisions about their finances. Its stated mission is to improve the financial health and well-being of growing companies through partnered support and guidance. The website frames the firm as a professional guide on an organization’s growth path and emphasizes accurate financials, responsive communication, and timely financials as the qualities it aims to deliver.
The firm’s listed services include bookkeeping, accounting and controller-level oversight, outsourced and fractional CFO services, small business strategic planning, and process improvement and training. The website describes the firm as a Xero certified advisor and also references QuickBooks work, including QuickBooks clean up for small businesses. Additional described areas of work include business succession planning, cash flow management, financial and operations improvement, and strategic planning and guidance. The firm states that it partners with hand-selected local businesses for related needs such as tax preparation and advice, payroll processing, human resources, IT services, group insurance, and legal services, indicating that some of these functions are handled through partners rather than in house.
A significant focus of the firm’s marketing is the construction and trade industries. Its Great Falls service page is titled around accounting for small businesses and is oriented toward businesses in the construction or trade sector. The firm describes helping contractors and tradespeople with customized accounting systems designed for construction workflows, job costing and budget tracking, cash flow analysis to plan for seasonal changes, monthly reporting and financial reviews, and tax preparation and filing. It states that it understands the financial challenges that construction and trade businesses face, including job costing, fluctuating labor and material costs, and seasonality.
The firm presents a framework it calls the A.R.T. of bookkeeping, which stands for accurate information, responsive communication, and timely financials. It describes prioritizing precision in every transaction, keeping clients informed about their financial status, and delivering consistent and punctual financial reports. The website also lists signs that a business may need accounting help, such as inconsistent financial records, cash flow problems, tax season stress, lack of time, and rapid growth, and it describes how its services are meant to address each of these situations.
The website includes a number of client reviews attributed to Google. Several of these reviews reference an individual named Dean and describe work such as cleaning up disorganized books, setting up accounting software including Xero, supporting nonprofits with financial reporting and grant compliance, and helping new business owners understand invoicing, taxes, and entity setup. One review is attributed to a company that provides structural and foundation repairs, and others come from a custom woodworking business, a travel company, and nonprofit organizations.
In summary, Barta Business Group offers bookkeeping, accounting, controller, and fractional CFO services with a stated emphasis on construction and trade businesses, and it markets these services to the Great Falls area. Based on its own website, the firm operates from offices in Denver, Colorado, and Helena, Montana, and serves Great Falls clients from those locations rather than from an office within the city.
Loucks & Glassley #
Website: https://www.mtcpas.com
Phone: 406.761.8265
Loucks & Glassley is a certified public accounting firm based in Great Falls, Montana. Its website lists a location at 720 River Dr S, Great Falls, MT 59405, a telephone number of 406.761.8265, and a fax number of 406-761-0600. The firm describes itself as located on the Missouri River in the historic Great Falls business district and states that it has been part of the community since 1976. The website indicates that the firm helps clients in both the Great Falls area and across the nation, and it describes its team as professionals who provide accounting, tax, and management services for individuals, small businesses, corporations, and nonprofits.
The firm’s described services center on tax and accounting work. The website lists business tax, individual tax, and estate planning as primary service areas. Business tax is presented as help managing the complexities of taxes so owners can focus on running their businesses. Individual tax preparation is described as beginning before tax season as part of an effort to reduce a client’s tax burden. Estate planning is described as a service in which the firm guides clients through what it characterizes as a complex process. The firm states a commitment to providing high quality services on a timely basis at a reasonable price and describes seeking to understand each client’s individual needs.
The website provides profiles of the firm’s team members that describe their roles and backgrounds. Brian Loucks, CPA, is listed as the founder. According to the site, he started Loucks & Glassley with Vern Glassley in 1976, specializes in income tax and estate tax with an emphasis on individual income tax, and is now semi-retired while continuing to work with longtime clients during tax season. He is described as a native of Glasgow, Montana, who earned a degree in commerce with an accounting option from Montana State University.
Troy Lindquist, CPA, is listed as a partner who joined the firm in 1993 and became a partner in 1999. The site states that he is originally from North Dakota and earned a degree in business administration and accounting at North Dakota State University before working at firms in Phoenix, Arizona, and Fargo, North Dakota. Emily Morrison, CPA, is listed as a partner who joined in 2014 and became a partner in 2020. According to the site, she is originally from Great Falls, earned a degree at the University of Montana, and provides financial statement compilations and reviews with an emphasis on the construction industry, as well as tax planning and preparation for individuals and businesses. She is described as a member of the American Institute of Certified Public Accountants, the Montana Society of Certified Public Accountants, and the Great Falls Chapter of CPAs.
Debra Corn is listed as a partner since 2004 who provides tax planning, consulting, and preparation of returns for corporations, partnerships, individuals, trusts, and estates, along with training and consulting for payroll, bookkeeping, and QuickBooks. The site notes that she earned a Bachelor of Science in business from Montana State University and a Master of Science in Taxation from Golden Gate University. Jessie Murray is listed as a staff accountant who joined in 2020 and works on payrolls, bookkeeping, and taxes. Mary Belle Kinkaid is listed as a staff accountant who joined in 2023 and has previous experience in payroll and bookkeeping in the construction and transportation industries. Lori Andrews is listed as support staff who assists with assembling tax documents, payroll processing, and preparing trial balances and reconciliations.
The firm’s website points to several areas of regular work, including individual and business tax preparation, tax planning, estate and trust tax work, financial statement compilations and reviews, payroll, bookkeeping, and QuickBooks training and consulting. The construction industry is referenced specifically as an emphasis for one partner and as a background area for one staff accountant. The website offers client portals and online payment by e-check and credit card. As a firm based in the Great Falls business district since 1976, Loucks & Glassley presents itself as a local accounting resource for individuals, businesses, and organizations in the Great Falls area, while also indicating that it serves clients across the nation.
Wipfli #
Website: https://www.wipfli.com
Phone: 406.727.1798
Wipfli is a national accounting, tax, and advisory firm that maintains an office in Great Falls, Montana. Its website lists a Great Falls location at 614 Park Drive South, Great Falls, MT 59405, with a telephone number of 406.727.1798 and an email address of wipfliinfo@wipfli.com. The site describes Wipfli as a top 20 national firm and as a national accounting, tax, and advisory services provider, and it lists offices across many states as well as international locations. Within Montana, the website lists offices in Billings, Bozeman, Great Falls, Havre, Helena, Kalispell, and Missoula. Because the firm operates as a large multi-office organization, a Great Falls client would be served by the local office as part of a broader national firm rather than by a small standalone local practice.
The website describes the firm as offering assurance, accounting, tax, and consulting services customized to client needs. For the Great Falls area specifically, the site states that its associates focus on particular industries to provide in-depth, industry-specific knowledge. It names agribusiness, construction, manufacturing, nonprofits, real estate, tribal governments and other tribal entities, and gaming and casinos among the industries its Great Falls accountants and business consultants specialize in. The site adds that its Great Falls professionals provide specialized services for small to mid-sized businesses, including bookkeeping, fraud investigations, human capital management, information technology, financial software management, and compliance assurance services.
The firm’s broader service lines, as described across its website, are extensive. In the assurance area, the site lists accounting services, audit and assurance, and performance management. Its business outsourcing offerings include finance and accounting, human resources, technology, operations, and C-suite support. Private client services include estate and tax planning, business transition strategy, and wealth management and investment advisory services. The firm also describes risk advisory work, including forensic advisory, fraud investigation and litigation support, governance risk and controls, internal controls, and regulatory and compliance services.
On the tax side, the website lists credits and incentives, individual tax, international tax, strategic tax services, and state and local tax services, along with transaction advisory work that includes buy-side and sell-side services, investment banking, and valuation services. The firm also markets a substantial technology consulting practice covering areas such as cybersecurity, data and analytics, digital strategy, enterprise solutions, and managed services, and it references work with a range of financial and ERP software platforms.
The Great Falls office page lists several professionals associated with the firm, identifying their roles within Wipfli LLP and Wipfli Advisory LLC. The named individuals include Phil Collins, listed as a senior manager; Grant Eve, listed as a partner; Audrey Haynes, listed as a senior manager; Clayton A. Johnson, listed as a senior manager; and Krishna Mandava, listed as a senior manager. The site also describes the firm’s longevity, stating that Wipfli has worked with growing middle-market organizations for nearly a century.
The website includes a disclosure explaining the firm’s structure. It states that Wipfli is the brand name under which Wipfli LLP and Wipfli Advisory LLC and their subsidiary entities provide professional services, that the entities practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable standards, that Wipfli LLP is a licensed independent CPA firm providing attest services, and that Wipfli Advisory LLC provides tax and business consulting services and is not a licensed CPA firm.
For businesses in the Great Falls area, Wipfli presents itself as a local point of access to a national firm, with an office in the city and an emphasis on industries such as construction, agribusiness, manufacturing, real estate, nonprofits, and tribal gaming. Its described services for the local market range from bookkeeping and compliance assurance to information technology and human capital management, complemented by the firm’s wider national assurance, tax, advisory, and consulting capabilities.