Business Details
32 Years
experience
Trusted Accounting & Financial Services in Greenville
Montgomery & Co. & Co. redefines traditional accounting by combining technical expertise with strategic partnership. Founded in 1994, we specialize in bookkeeping, payroll, tax optimization, and financial advisory services designed to maximize business growth. Our team of CPAs and advisors leverages decades of collective experience to deliver dashboard-level financial insights, streamline back-office operations, and provide personalized coaching that aligns with each client's unique goals. We distinguish ourselves through a collaborative team approach that integrates day-to-day accounting with long-term strategic planning, ensuring tax efficiency and sustainable growth.Our commitment to technological innovation automates financial processes while maintaining personalized service, and our client-centric philosophy prioritizes transparency, ethical practices, and measurable outcomes. With a proven track record of transforming small businesses into industry leaders, we combine technical mastery with relational expertise to deliver financial clarity and confidence.
Services
Bookkeeping
Payroll
Tax Strategy
Financial Coaching
Business Advisory
Details
- Year established: 1994
Highlights and features
- We combine 35+ years of CPA expertise with innovative financial technology
- Our team approach integrates daily accounting with strategic tax planning
- Dashboard-level insights benchmark performance against industry standards
- Proven track record transforming small businesses into market leaders
- Personalized coaching focuses on measurable financial growth metrics
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
What people say
Proactive financial guidance
Expert tax optimization
Personalized coaching
Relational expertise
Technology integration
Services
Bookkeeping
Our comprehensive bookkeeping services maintain accurate financial records while providing actionable insights. We implement automated systems that track cash flow, manage accounts payable/receivable, and generate real-time financial reports. This foundational service ensures businesses maintain compliance while gaining visibility into their financial health through customizable dashboards.
Payroll
Streamlined payroll processing includes tax calculations, direct deposits, and regulatory compliance. Our integrated systems automate wage payments, manage employee benefits, and ensure accurate year-end reporting. We combine technology with expert support to minimize administrative burdens while maintaining 100% compliance with federal and state regulations.
Tax Strategy
Proactive tax optimization identifies legitimate deductions and credits to minimize liabilities. Our CPAs develop customized strategies that align with business goals, including entity structure optimization and year-round tax planning. We ensure compliance while maximizing refunds and reducing future tax exposure through strategic financial positioning.
Financial Coaching
Personalized coaching transforms financial data into growth strategies. We analyze key performance indicators, identify improvement opportunities, and develop action plans for profitability. Our advisors provide ongoing guidance on cash flow management, pricing strategies, and operational efficiency to help businesses achieve specific financial objectives.
Business Advisory
Comprehensive advisory services combine financial analysis with operational strategy. We help businesses establish measurable goals, implement performance metrics, and develop growth plans. Our team provides benchmarking data, industry insights, and customized recommendations to improve profitability and long-term sustainability through data-driven decision-making.
People
Joe Montgomery, Jr.
Managing Partner
Founder with 30+ years experience, former Deloitte senior accountant and corporate controller. Specializes in strategic tax planning and business growth optimization. Holds CPA license since 1989.
Andrew Hudson
Partner
CPA with decade of Atlanta firm experience. Focuses on small business growth strategies and tax savings solutions. Combines technical expertise with personalized client relationships to drive business success.
Rebecca Reed
Advisor
CPA and CMA with public accounting and financial forecasting expertise. Specializes in budgeting, financial analysis, and business process optimization. Brings analytical rigor to client advisory services.
Lauren Watson
Advisor
CPA and EA with industrial accounting background. Expertise in tax preparation and financial consulting. Recognized for achieving first-time CPA exam success across all four sections.
Isaac Montgomery
Operations Manager
BS in Accounting with software development expertise. Manages firm operations and IT infrastructure while pursuing martial arts ministry goals through technical innovation.
Questions
What accounting services do you offer?
We provide complete bookkeeping, payroll processing, tax preparation, financial statement preparation, and business advisory services tailored to each client's specific needs.
How do you help businesses save on taxes?
Our CPAs analyze business structures, identify industry-specific deductions, and implement year-round tax strategies to legally minimize liabilities while ensuring full compliance with tax regulations.
What technology platforms do you use?
We leverage QuickBooks Online, BILL, ADP, Microsoft Teams, and SafeSend for seamless integration with client systems while maintaining data security and real-time access.
How does your coaching process work?
We begin with financial diagnostics, establish key performance indicators, then provide monthly advisory sessions focused on measurable growth metrics and strategic decision-making.
What industries do you specialize in?
While serving diverse businesses, we have particular expertise in construction, professional services, non-profits, and family-owned enterprises needing specialized financial guidance.
