CPA-Led Accounting & Fractional CFO Support in Bozeman, MT
Where mountain lifestyle meets tech innovation—and your books need precision.
How we help Bozeman operators
Bookkeeping
- Accurate, up-to-date books for Bozeman businesses
- Monthly close + reporting you can trust
Operational Accounting & Financial Reporting
- Stronger accounting workflows tailored to Bozeman's business needs
- Audit/compliance readiness and cleaner documentation
Fractional Controller / Fractional CFO
- Cash flow planning + capital strategy for Bozeman operators
- Strategic leadership for growth and risk management
What we see in Bozeman
Bozeman has become a destination for remote workers and growing technology companies drawn to Montana's quality of life. As businesses establish and scale in this mountain town, they need financial operations that support growth. We help Bozeman operators maintain clean books and strategic financial clarity.
As Bozeman continues to attract investment and talent, businesses face increasing complexity in scaling their financial operations. We help you navigate this growth with clean books, clear reporting, and the financial clarity you need to make confident decisions—whether you're raising capital or optimizing burn rate.
- Scaling financial operations to match business growth
- Managing investor reporting and equity structures
- Navigating revenue recognition for SaaS and subscription models
- Building financial processes that support remote and distributed teams
- Ensuring accurate financial reporting for stakeholders
Industries we commonly support in Bozeman
We support modern technology businesses across the Bozeman metro area, bringing CPA-led expertise to help you maintain clean books and strong financial operations as you scale.
Who We Serve in Bozeman
From technology & software to professional services, Bozeman businesses share a common need: financial clarity that enables confident decision-making. Here's who we work with most often in the Bozeman market.
Startups & Growth-Stage Companies
Laying the foundation for sustainable growth
We work with early and scaling companies to establish clean books, disciplined reporting, and financial leadership that grows with the business.
Founder-Led Businesses
Empowering leaders with financial clarity
We help founders move from reactive financial management to confident, data-driven leadership—without losing focus on the business they're building.
Private Equity Portfolio Companies
Accelerating value creation
From post-acquisition integration to exit readiness, we provide the financial rigor, reporting cadence, and leadership support PE-backed companies require.
Mergers & Acquisitions
Enabling successful business transitions
We support buyers, sellers, and leadership teams through transactions—ensuring financial readiness, clean data, and confident execution.
Nearby areas we serve
Our remote-first approach means we can support businesses throughout the greater Bozeman metro area and beyond.
Frequently asked questions
Do you work with Bozeman-based technology companies and startups?
Yes. We support businesses across Bozeman's growing tech ecosystem, from early-stage startups to established technology companies. Our team understands the financial needs of scaling businesses in Montana.
How do you help Bozeman companies with investor reporting?
We help businesses maintain investor-ready books, prepare financial statements for board meetings, and build financial models that support fundraising efforts. Our remote-first approach works well for distributed teams.
Do you serve businesses throughout the greater Bozeman area?
Absolutely. We work with companies across the Bozeman area, including Belgrade, Four Corners, and beyond. Our remote-first approach means we can support your business regardless of your exact location.
What makes your approach different for Bozeman businesses?
We understand Bozeman's unique position as a destination for remote workers and growing tech companies. Our CPA-led team brings deep expertise in supporting businesses with distributed teams and remote operations.
Can you help with financial planning for businesses with remote or distributed teams?
Yes. We understand the financial complexities of managing remote teams and can help you maintain clean books, track expenses across locations, and ensure accurate financial reporting regardless of where your team is based.
Recommended next steps for Bozeman teams
Explore how we can help businesses like yours, learn about our services, or dive into our process.
Startups & Growth-Stage Companies
Laying the foundation for sustainable growth
Founder-Led Businesses
Empowering leaders with financial clarity
Private Equity Portfolio Companies
Accelerating value creation
Our Services
From bookkeeping to fractional CFO, services that scale with you
Our Process
How we work together to transform your financial operations
Get clarity in Bozeman—without slowing down.
Let's discuss how Assay AI can help your business achieve its financial goals with precision and confidence.