Blog by James Wrenly

Montana is home to a wide range of industries that present their own financial challenges and opportunities. Businesses must embrace sound accounting practices to stay profitable and compliant. Understanding industry-specific financial and accounting strategies can help businesses go a long way in o...

In today’s fast paced business world, managing taxes efficiently is crucial to the financial health and operation focus of your business. Complex tax filings and compliance requirements are a challenge for many businesses, which is why many waste time and money. Professional tax prep services empowe...

The ESG criteria are increasingly integrated into the operations and decisions making in today’s rapidly evolving business landscape. Besides welling in for the sustainability and ethical practice, this shift also gravitates towards optimizing financial returns, such as strategic tax approaches. To ...

Fueling a philanthropy that meets financial strategy, tax efficient giving enables the individual and business to make significant contributions to the causes they care about while optimizing tax outcomes. Donor-Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) can become cornerston...

Investments are the lifeblood of any business, driving growth, fueling innovation, and ensuring long-term success.  Securing business investments is important no matter if you are a startup or an established enterprise to scale your operations, hire talent, or expand to new markets. But to get ...