Years of little or no growth all changed when Montgomery & Company took a bold, fresh look at advisory services. Aiming to add value to client relationships and enable his firm to better manage and streamline its workload, Montgomery scoped out the kind of assistance clients would need over the course of an entire year. Shifting from a transactional to a value-pricing model made the most sense.

Our clients are not just looking through the rearview mirror anymore. We’re helping them look through the windshield to see what’s coming and to be proactive.

Joe Montgomery

Joe Montgomery III, CPA, Partner
Montgomery & Company, CPA’s