Business Details
Trusted Accounting Services in Billings, MT
Founded with a commitment to delivering personalized accounting solutions, Beyond the Numbers CPAs, Inc. has served businesses and individuals for over 45 years. Our expertise spans tax preparation, financial planning, and business advisory services, ensuring clients receive tailored guidance aligned with their goals. With a team of certified professionals, we prioritize accuracy, compliance, and proactive strategies to help clients navigate complex financial landscapes. Our dedication to long-term relationships is rooted in transparency, reliability, and a deep understanding of both individual and corporate financial needs.By combining decades of experience with continuous education on evolving tax laws, we empower clients to minimize liabilities and maximize profitability. Located in Billings, Montana, we extend our services to clients nationwide, offering personalized attention and strategic insights to support sustained success. Whether assisting with payroll management, business formation, or succession planning, our mission remains unchanged: to be a trusted partner in financial excellence.
Services
Small Business Accounting
Payroll Services
Tax Preparation
Financial Planning
Business Advisory
Succession Planning
Entity Restructuring
Payroll Tax Compliance
Strategic Tax Planning
Highlights and features
- We offer over 45 years of combined experience in accounting and tax services.
- Our team includes Certified Public Accountants and QuickBooks Certified ProAdvisors.
- We provide tailored financial strategies to maximize deductions and business growth.
- Our local expertise meets nationwide service capabilities for diverse clients.
- We prioritize proactive tax planning to ensure compliance and reduce liabilities.
Services
Small Business Accounting
We handle bookkeeping, cash flow analysis, and financial reporting to help business owners focus on operations. Our team ensures accurate records, budget forecasting, and strategic tax planning tailored to small businesses. With expertise in QuickBooks and internal controls, we streamline financial processes for long-term success.
Payroll Services
Our payroll solutions include tax compliance, direct deposit, and reporting to reduce administrative burdens. We manage federal and state filings, W-2/1099 processing, and third-party withholdings. By staying updated on legislation, we ensure your business avoids penalties while maintaining efficient payroll operations.
Tax Preparation
We prepare individual and business tax returns while optimizing deductions and credits. Our team specializes in trust and estate taxation, tax planning, and IRS compliance. Proactive strategies ensure clients minimize liabilities and leverage legal opportunities for financial growth and stability.
Business Advisory
From new business formation to succession planning, we guide strategic decisions aligned with your goals. Services include entity selection, financial forecasting, and profitability analysis. Our advisory support ensures clarity and confidence in navigating complex business challenges effectively.
Financial Planning
We develop customized plans to enhance business financial health through cash flow optimization and growth strategies. Our analysis includes budgeting, risk management, and long-term sustainability planning. By aligning financial practices with objectives, we help businesses achieve stability and scalability in competitive markets.
People
Patti Stanfill
Owner
Certified Public Accountant with over 25 years of experience in accounting and business consulting, Patti leads Beyond the Numbers CPAs with a focus on personalized client service and professional excellence.
Sara P. Collins
CPA, CMA
Sara brings expertise in management accounting and strategic tax planning, with a decade of experience serving Montana businesses. Her approach emphasizes clear communication and data-driven advice to support client financial goals.
Britt Huffman
CPA
Specializing in tax and accounting, Britt offers eight years of public accounting experience, blending technical proficiency with a client-centered philosophy to deliver actionable insights and regulatory compliance.
Tristen Thorson
CPA Candidate
Tristen provides accounting and tax solutions grounded in strong foundational knowledge, working toward CPA licensure while leveraging his education and consulting skills to support business financial health.
Jerome Rangitsch
CPA
With six years of public accounting experience, Jerome delivers accurate financial reporting and tax compliance services, combining his technical expertise with a commitment to client-focused advisory support.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, cash flow analysis, budget forecasting, and financial reporting tailored to small businesses, ensuring accurate records and strategic financial management.
How can your payroll services benefit my company?
Our payroll solutions reduce administrative burdens by managing tax compliance, direct deposit, and reporting while ensuring adherence to evolving federal and state regulations.
Do you prepare both individual and business tax returns?
Yes, we handle tax preparation for individuals, trusts, estates, and all business entities, optimizing deductions and ensuring compliance with current tax laws.
What advisory services help business owners grow?
We offer entity selection, succession planning, profitability analysis, and strategic tax guidance to help businesses navigate growth opportunities and operational challenges.
Are you available for consultations outside Montana?
Yes, we serve clients nationwide through virtual consultations, leveraging technology to maintain personalized service regardless of location.
What sets Beyond the Numbers apart from other accounting firms?
Our focus on personalized solutions, combined with decades of experience and a team of certified professionals, ensures tailored expertise and proactive financial strategies for each client.
