Personal virtual CPA services, for clients in Missoula, Montana and nationwide
Bookkeeping doesn’t have to be complicated. With reliable, straightforward service and a focus on accuracy, you can feel confident your finances are in good hands. From catching up on QuickBooks to preparing for tax season, everything is handled with care and attention to detail, so you can focus on running your business and enjoying life in between.
Platinum Tier Intuit ProAdvisor
Quickbooks Online ProAdvisor
Perri Blaney, CPA
Born and raised under the beautiful big skies of Montana, Perri Blaney brings a hometown approach to professional accounting. With a Master’s in Accounting and a Bachelor’s in Business Administration from the University of Montana, Perri combines strong technical expertise with a genuine commitment to helping clients succeed. As a licensed CPA since 2018, a member of the Montana Society of CPAs, a QuickBooks ProAdvisor, and a platinum tier Intuit ProAdvisor, Perri offers reliable, practical support for individuals and businesses alike. Outside of the office, Perri serves on the board of the Northwest Montana Community Land Trust and continues to stay connected to the community that inspired her career.
Simple, secure accounting from wherever you are.
How it Works
Personal CPA support, handled online for clients in Montana and across the U.S.
01
Reach out online
Send a few details through our contact form, and we’ll get back to you generally in one business day with next steps.
02
Get connected
We’ll walk you through giving secure access to your books and documents, so everything is in one place from day one.
03
Books handled year-round
We reconcile, categorize and review your finances, with regular check-ins online or by phone and reports you can actually use.
Frequently Asked Questions
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Tax preparation is available only to our bookkeeping clients. Keeping your books year-round is what lets us file accurate returns without the April scramble.
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Absolutely! Our QuickBooks cleanup service gets your records caught up, reconciled and ready for ongoing bookkeeping and tax season.
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Every business is different, so pricing is based on your needs: how many transactions you have, how often you need bookkeeping, and whether your books need cleanup first. After a quick intro call, you’ll get a clear quote with no surprises.
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We generally respond to messages within one business day.
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We’re a QuickBooks Online ProAdvisor, so QuickBooks is our specialty. If you’re using something else or starting fresh, we can help you choose and set up the right system.
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We prefer to be primarily virtual, however on a case-by-case basis, clients in the Missoula area can schedule in-person meetings by appointment. Most work happens online.
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No. We work virtually with individuals and small businesses across the U.S.
