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 Missoula, 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 Missoula, Montana. Although the firm maintains a service page directed at the Missoula market, its website does not list a Missoula 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. 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 Missoula would therefore work with the firm from its Helena and Denver offices rather than from a local Missoula 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. It describes a core value of being a reliable and consistent partner.
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 Missoula service page is oriented toward bookkeeping for small businesses in construction and the trades, and it specifically references contractors, plumbers, electricians, and landscapers. The firm describes helping these businesses keep financial records organized, up to date, and audit-ready. It states that it understands job costing, seasonal cash flow, subcontractor payments, and industry-specific compliance needs, and it positions its bookkeeping as a way to support a more profitable and sustainable trade or construction business.
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 ensuring that every transaction is categorized correctly and every account is reconciled, delivering timely updates and remaining available for questions, and providing consistent reports so clients can track business performance. The website also lists situations that may indicate a business needs bookkeeping help, including inconsistent financial records, tax season headaches, rapid business growth, cash flow confusion, and running out of time, and it describes how its services are intended to address each one.
The firm’s main 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 Missoula area. Based on its own website, the firm operates from offices in Helena, Montana, and Denver, Colorado, and serves Missoula clients from those locations rather than from an office within the city.
Tompkins & Peters CPAs #
Website: https://www.tpcpas.com
Phone: 1-888-567-4272
Tompkins & Peters CPAs P.C. is a certified public accounting and advisory firm that lists Missoula, Montana, among its offices. According to its website, the firm maintains offices in Missoula, Montana; Helena, Montana; Hamilton, Montana; and Las Vegas, Nevada. The contact section of the site lists a mailing address at 1659 North First Street Suite 2, Hamilton, MT 59840, along with a telephone number of 1-888-567-4272 and an email address of info@tpcpas.com. The website also references Montana and Nevada payments and virtual CPA services, indicating that the firm serves clients both through its physical offices and remotely. The firm describes itself as serving clients for over 30 years.
The firm presents itself as a full-service certified public accounting and advisory practice that offers a broad range of services for business owners, executives, and independent professionals. It describes its work as guided by professionalism, responsiveness, and quality, and it states that it offers an initial consultation to determine how it can best serve a prospective client. The website organizes its offerings into business services, individual services, business valuation and forensic advisory services, tax services, and QuickBooks services.
The firm’s listed business services include audits, reviews, and compilations; strategic business planning; cash flow management; succession planning; construction accounting; internal controls; payroll services; part-time CFO service; bank financing assistance; new business formation; and services for non-profit organizations. Its business valuation and forensic advisory offerings include business valuation services, litigation support, and forensic accounting. On the tax side, the firm lists business tax preparation and planning, estate and trust planning and tax preparation, and individual tax preparation, along with retirement planning and elder care among its individual services. It also provides QuickBooks setup and training.
Construction is a clearly emphasized industry for the firm, which lists construction, manufacturers, and real estate among its areas of industry experience. The website devotes a dedicated page to construction accounting. It describes the construction industry as presenting particular challenges, including navigating insurance and bonding requirements, dealing with labor issues, and competing in a demanding bidding process. The firm states that it works with construction firms, general contractors, subcontractors, residential developers, and related trades, and that it stays current on tax law changes affecting the industry.
For its construction clients, the firm describes working with a network of third-party professionals such as real estate agents, attorneys, and bankers to help clients secure funding from creditors, banks, suppliers, and bonding companies. Its listed construction accounting services include financial statements through reviews, compilations, and audits; financial reporting system review and implementation; internal project control assessments; contractor dispute resolution; construction audits; tax return preparation; payroll management; and business valuation and succession planning. The firm frames these services as support for contractors seeking to manage the financial side of their projects and improve profitability.
The website includes several client testimonials. These reviews describe the firm’s tax preparation and planning work, its responsiveness in returning calls and answering questions, and its handling of rush tax document requests. One testimonial describes the firm as a long-term advisor on both personal and business tax strategy, and another comes from a client who identifies as one of the firm’s earliest clients. The reviews reference both individual and business clients and emphasize the firm’s role as an ongoing advisor.
For businesses and individuals in the Missoula area, Tompkins & Peters CPAs presents itself as a local point of contact within a multi-office Montana and Nevada practice, with Missoula listed as one of its offices. The firm’s described services span tax, audit and assurance, payroll, part-time CFO support, business valuation, forensic accounting, and QuickBooks assistance, with a notable concentration in construction accounting and related industries such as manufacturing and real estate. Prospective clients are directed to contact the firm through its listed phone number or contact form to arrange an initial consultation.
Upward Bookkeeping #
Website: https://www.upwardbk.com
Upward Bookkeeping, operating as Upward Bookkeeping, LLC, is a bookkeeping practice based in Missoula, Montana. The firm’s website lists its location as Missoula, MT, and identifies Briana Anderson as the owner. The practice describes itself as offering bookkeeping and CFO services with a focus on small businesses and the construction trades, and its stated aim is to help business owners free up time, improve their financial literacy, and create more cash flow in their businesses.
The firm frames its work around relieving owners of day-to-day financial tasks so they can concentrate on running their businesses. According to the website, neglected bookkeeping can lead to missed tax deductions, late fees, and uncertainty about where money is going, and the firm positions its services as a way to bring financial clarity and move owners away from what it calls a bank balance bookkeeping cycle. The site emphasizes that having a professional handle the financial side of a business is meant to provide both peace of mind and the freedom to focus on the work the owner set out to do.
A central theme on the website is the firm’s experience in the building and home-service trades. The site states that the owner has over 20 years of bookkeeping experience in construction, woodworking, electrical, plumbing, and HVAC, and that Upward Bookkeeping and CFO Services was started to address an underserved need within small businesses and the construction trades. The firm describes recognizing that owners in trade businesses often struggle with the bookkeeping aspect of their work, and it presents outsourcing that function as a way for owners to focus on what is most important in running the business.
The firm describes a set of commitments to its clients under what it calls its promise. It states that each client’s business receives personalized attention, with the firm staying on top of records so that owners have a clear monthly picture of where the business stands and where it is headed, along with an explanation of what the numbers mean. The firm describes providing standard monthly or quarterly reporting, specifically a profit and loss statement, a balance sheet, and a statement of cash flow, to support the financial health of the business. It also emphasizes accuracy, stating that it aims to keep books ready for a client’s tax professional at the end of the year.
The website frames the value of bookkeeping in terms of the questions that owners commonly face, such as how to increase profits, what their actual profit is, whether they are prepared for tax season, how to spend less time on bookkeeping, and what may be holding the business back from growing. The firm suggests that when owners understand their numbers, they are better positioned to grow them, and it presents its monthly reporting and personalized approach as tools for building that understanding. The site also references a goal of helping owners pay themselves appropriately from their businesses.
The firm describes itself as a passionate and caring bookkeeping practice and invites prospective clients to schedule a conversation to discuss their needs. The website includes a blog section and provides email contact as the primary means of getting in touch; it does not list a telephone number. Based on the information presented, Upward Bookkeeping is a Missoula-based practice that concentrates on bookkeeping and CFO support for small businesses, with a particular emphasis on construction and the related trades, including woodworking, electrical, plumbing, and HVAC. Its described offerings center on regular financial reporting, accurate record keeping in preparation for tax filing, and ongoing guidance intended to help trade and small business owners understand and improve their financial position.