Sam Fallang, CPA
Sam Fallang has over 10 years of experience as an accounting professional. He has worked in a variety of environments, from accounting for federal funds on >>
Archives: People
Lizzie Donnelly, QKA
A native of Montana, Lizzie Donnelly enjoys spending time outside and preferably away from the city. Lizzie is also an avid CrossFit athlete – so much >>
Kelby G. Donnelly, CPA
Throughout her considerable experience as an accounting professional, Kelby Donnelly has focused on building strong, long-term relationships with clients while making full use of the many >>
Mandi Boutilier, CPA
Amanda Boutilier, or Mandi as most call her, has a passion to connect with other people and to help them succeed at their goals and purposes. >>
Susan Shalz, CPC, QPA, QKA
Susan Shalz is a Certified Pension Consultant, and a Qualified Pension and 401(k) Administrator. Her areas of expertise include retirement plan design, government reporting, compliance and >>
Alexis Williams, QKA
Originally from Redding, California, Alexis Williams has called Montana home for the last 18 years. She has six siblings and tries to spend as much time >>
Jerry L. Lehman, CPA
With over 40 years of experience helping small-business owners solve varying financial and regulatory challenges, Jerry Lehman knows that almost always the most-meaningful solution is based on >>
John E. Stevens, CPA
If you’ve ever wondered about the finer points of taxation of pass-thru entities or developing a plan to transition your business, strike up a conversation with >>
