Business Details
Trusted Montana Accounting & Advisory Firm
JCCS has dedicated over 75 years to delivering comprehensive accounting, audit, and advisory services tailored to businesses, families, and individuals. Our team of more than 100 professionals across seven Montana locations prioritizes understanding client goals to provide actionable insights beyond financial statements. We combine technical expertise in tax planning, retirement strategies, and specialized services with a commitment to long-term relationships. Our CPAs and advisors leverage industry-specific knowledge to address complex challenges in sectors driving Montana's economy.With accreditations from leading professional organizations, we maintain rigorous standards while adapting to evolving regulatory landscapes. Our approach emphasizes proactive guidance, personalized service, and strategic thinking to help clients navigate growth opportunities and mitigate risks. By integrating local market understanding with national resources, we position clients for sustained success through changing business environments.
Services
Accounting
Audit
Tax Services
Retirement Plans
Specialized Services
Certified Fraud Exams
Peer Review
Highlights and features
- We offer 75+ years of combined experience in Montana's unique business environment
- Our team includes CPAs with specialized credentials across 10+ financial disciplines
- We implement a collaborative approach with multi-disciplinary experts for complex cases
- Our firm maintains active leadership roles in state and national accounting organizations
- We provide industry-specific solutions for Montana's key economic sectors
Associations and certifications
- American Institute of CPAs
- Montana Society of CPAs
- National Association of Certified Valuation Analysts
- Accredited in Business Valuation
- Enrolled Agent
- Chartered Retirement Plans Specialist
- Associate Professional Member of ASPPA
- Certified Financial Planner
- Certified Fraud Examiner
- Advanced QuickBooks ProAdvisors
- Lean Six Sigma CPA Green Belt
Services
Accounting
JCCS provides comprehensive accounting services including accurate bookkeeping, payroll processing, and financial statement preparation. Our professionals deliver insightful, easy-to-understand reports that help businesses make informed financial decisions. We combine technical expertise with strategic advisory to transform raw financial data into actionable business intelligence for Montana companies.
Audit
Our audit services offer personalized attention tailored to specific business needs, from traditional financial audits to specialized assurance engagements. We maintain rigorous standards through continuous staff training and adherence to professional guidelines. Our approach focuses on identifying operational improvements while ensuring regulatory compliance for organizations across multiple industries.
Tax Services
JCCS delivers comprehensive tax planning and preparation services that adapt to evolving tax codes. Our specialists identify legitimate opportunities for tax savings while ensuring complete compliance. We serve both individuals and businesses with strategic year-round tax management, including complex issues like R&D credits and multi-state tax planning.
Retirement Plans
We design and administer customized retirement plans that help businesses attract and retain top talent. Our services include plan selection, implementation, compliance testing, and employee education. We focus on maximizing tax advantages while creating long-term value for both employers and employees through tailored benefits strategies.
Specialized Services
Beyond traditional accounting, we offer niche services including business valuation, litigation support, fraud examination, and financial institution consulting. Our credentialed specialists provide expert analysis and testimony when needed, combining deep technical knowledge with practical business solutions for complex financial challenges.
People
David L. Gilmer
Director of Tax, Shareholder
David Gilmer specializes in tax strategy and compliance with over 25 years of experience serving Montana businesses. He focuses on maximizing tax efficiencies while aligning with long-term business objectives.
Drew F. Rieker
Shareholder
Drew Rieker provides audit and accounting services to diverse industries, emphasizing clear financial reporting and regulatory compliance. He holds both CPA and ABV certifications for business valuation expertise.
Jerry L. Lehman
Shareholder
Jerry Lehman offers strategic advisory services to growing businesses, leveraging 30+ years of Montana market experience. He specializes in helping companies navigate expansion and succession planning challenges.
Tony Vanorny
Director of Audit & Accounting, Shareholder
Tony Vanorny leads audit and accounting services with expertise in financial reporting standards and regulatory compliance. He ensures quality control across engagements while mentoring junior staff members.
John E. Stevens
President & CEO
John Stevens oversees firm operations and strategic direction, maintaining JCCS's commitment to client service excellence. He represents the firm in professional organizations and community initiatives.
Questions
What accounting services does JCCS offer?
JCCS provides full-service accounting including bookkeeping, payroll, financial statements, and business advisory tailored to Montana businesses.
How does JCCS handle tax planning?
Our tax specialists offer year-round planning, compliance filings, and innovative strategies to optimize tax positions for individuals and businesses.
What industries does JCCS specialize in?
We serve Montana's key sectors including healthcare, real estate, financial institutions, construction, and professional services with industry-specific expertise.
Do you offer retirement plan services?
Yes, we design and administer customized retirement plans to help businesses attract talent and improve employee retention.
What sets JCCS apart from other firms?
Our combination of local market knowledge, specialized credentials, and proactive advisory approach creates tailored solutions for long-term success.
Are your advisors credentialed professionals?
Our team includes CPAs, Certified Fraud Examiners, Certified Financial Planners, and specialists with 10+ industry-specific accreditations.
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Reviews (3)
Shelly Heap
Jan 17, 2020
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Absolutely best place to work with in Great Falls! We love our accountant Mandi Boutilier, she really knows her stuff. Also, can't recommend Ginger Carter enough for any and all book keeping needs!
R. S.
Oct 02, 2019
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They are slow and make mistakes. Then you have to pay for their mistakes. They handled our association's bookeeping and screwed it up.
Jake G.
Mar 03, 2016
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When my aunt died I took her taxes to them in Bozeman to be completed. She hadn't filed for a couple years and there was a large stack of paperwork. Shortly afterwards without any notification they closed the Bozeman office. I finally got ahold of someone and was told everything was sent to Kalispell. After almost a year of leaving messages and never getting called back I talked to another accountant who's firm went after them for all the paperwork. They sent a few papers not even a fraction of what I had taken to them and said that's all they have. I strongly recommend you take your business elsewhere and avoid this business!
