We're McMurtrey CFO Books
Bookkeeping services for businesses in Bozeman and throughout Montana.
Problems We Solve
That stack of receipts from two years ago. The mess your last bookkeeper left behind. The loan that needs financial statements tomorrow. We fix these situations.
Our Services
Bookkeeping, payroll, business startegy, and everything in between. Plus someone to call when you have questions. We handle it all under one roof with affordable pricing, up to 50% off on cleanups, and no contracts.
Who We Are
We're a local Bozeman firm. No call centers, no offshore accountants. We'll actually answer the phone when you call.
Book Your Call Today. Get Started Fast.
Why Businesses Choose Us
Here's why Bozeman business owners prefer to work with us instead of doing it themselves.
One Firm Handles Everything
Books, payroll, advisory. It all works together. When one firm does it all, nothing falls through the cracks. Need something adjusted or have a unique situation? Just tell us and we'll make it happen.
We've Seen Your Situation Before
We have over 25 years of experience. That mess from your last bookkeeper? We've fixed it. Books that haven't been touched in two years? Seen it many times. We've handled every problem there is.
Local Service With No Contracts
You'll have access to local expertise, starting at $250/mo. No surprises. Pay more only if your business genuinely needs more work. Catching up on old books? We discount bulk work because we know you're already behind.
Behind On Your Books? We'll Catch You Up.
Haven't touched QuickBooks since 2022? Still using a spreadsheet? We don't judge, we just fix it. Most businesses come to us behind. We'll get you caught up and keep you current from that point on.
Know Where You Actually Stand
Right now you're probably guessing if you're profitable. We'll show you real numbers, what you're making, where money's going, which services make money and which don't. Make important decisions based on facts.
Your Time Is Worth More Than This
You could spend your weekends digging into QuickBooks. Or you could let us handle it while you do what actually makes you money. DIY bookkeeping usually means mistakes and hours of frustration.
What We Offer
Choose the services your business needs. Pay only for what you use.
Full-Charge Bookkeeping
We handle every aspect of your books from start to finish. Transaction recording, bank reconciliations, and financial statements.
Bookkeeping Cleanup
Behind on your books? We'll untangle the mess. Our team sorts through past transactions, fixes errors, and brings your records up to date.
Payroll Management
Accurate paychecks every time. We calculate wages, handle withholdings, and get your team paid on schedule without the headaches.
Accounts Payable
Never miss a payment or discount again. We manage your bills, schedule payments, and keep your vendor relationships running smoothly.
Accounts Receivable
Get paid faster. We send invoices, track customer payments, and follow up on overdue accounts so your cash keeps flowing.
Fractional CFO
Executive-level financial strategy without the full-time cost. Get the planning and guidance typically reserved for bigger companies.
Businesses We Work With
Here are some of the industries we know best. Not on the list? No problem. We work with all types of businesses.
Solo & Small Businesses
You wear every hat in your business. Let us wear the bookkeeper hat. We'll organize your finances and give you back precious hours each month to focus on what you do best.
Growing Businesses
Growth is exciting but chaotic. We create financial systems that scale with you. Track your progress with clear metrics that show exactly where you're headed.
Medical & Dental
Insurance billing is complex enough without adding bookkeeping stress. We handle your practice's finances while you handle patient care. Every payment tracked. Every expense organized.
Creative Services
Your income flows in projects and milestones. We track every invoice and expense by client. See which projects are truly profitable and which creative pursuits pay the bills.
Personal Wellness
From massage therapy to fitness training, wellness businesses need clear finances. We track membership revenue, retail sales, and service income separately. Know exactly what drives your success.
Professional Services
Billable hours are just the beginning. We manage trust accounts, track reimbursable expenses, and ensure your books reflect the professionalism your clients expect.
Insurance Agencies
Commission structures vary by carrier and product. We track it all. From initial sales to renewal income, see your true revenue picture across every line of business.
Commercial Services
Multiple contracts mean multiple revenue streams. We organize your books by client and service type. Track profitability down to each contract and make smarter bidding decisions.
Churches & Non-Profits
Your mission matters more than margins. Still, transparency is crucial. We track restricted funds, grant requirements, and donation sources with the detail your board and donors deserve.
Home & Field Services
Every job has costs beyond labor. We track materials, travel time, and equipment use by project. See your real profit margins and price your services for sustainable growth.
Real Estate Managers
Managing properties means managing complexity. We separate finances by property, track maintenance reserves, and handle security deposits. Your owners get clear reports. You get peace of mind.
Real Estate Investors
Every property is an investment. We track acquisition costs, improvement expenses, and rental income by property. Make data-driven decisions about your portfolio's performance.
Still Doing Your Own Books at Midnight?
There's a better way. It takes a quick call to find out how we can help. Call us or book a time that works for you.
About Us
McMurtrey CFO Books is led by Faith and Trent McMurtrey, a husband-and-wife team with over 25 years running their own businesses. Faith handled 150+ real estate transactions and co-owned a health center. Trent built and sold multiple businesses after serving as an Army officer and earning his Executive MBA. We're located in Bozeman and serve businesses throughout Montana.
We've been where you are. Faith knows what it's like to juggle books while trying to close deals. Trent's built companies from scratch and knows exactly what financial information you need to grow or sell. Together, we provide both bookkeeping basics and CFO-level strategy.
Most businesses we meet are profitable on paper but tight on cash. Or they're growing but don't know if they can afford to hire. Or their books are such a mess they can't get a loan. We fix these problems every day.
Books behind? We'll catch them up. Need to understand cash flow? We'll map it out. Thinking about selling someday? We'll help you build a business buyers actually want. We handle everything from basic bookkeeping to complex financial strategy.
Have a Question?
Frequently asked questions to help you decide if we're the right fit for you.
Our core bookkeeping service starts at $250/month on a flat-rate basis. The final price depends on your business's size and complexity, which we determine during our free discovery call.
Absolutely. Our Bookkeeping Cleanup service is designed specifically for this situation. We'll get your past records fully organized and reconciled to give you a solid financial baseline.
No. Our monthly bookkeeping services are month-to-month. We believe in earning your business every month.
We use a secure app for all document sharing. It’s a simple process, and we guide you through the setup during onboarding.
No. We operate as a virtual firm, which allows us to serve Montana businesses efficiently and keep our services more affordable. Everything is handled remotely.
Yes, we work in QuickBooks Online (QBO). It's about $30/month and gives you easy access to your financials. We'll help you get set up and teach you what you need to know.
You upload bank statements and receipts through our secure app (we'll show you how). We handle everything else.
No, we don't file taxes. We keep your books organized the way CPAs need them. Your CPA won't have to fix our work before filing. We work with good, local CPAs and can connect you with one.
Yes. We process payroll, handle tax deposits, file quarterly 941s, and manage year-end W-2s.
After initial setup, maybe 15 minutes a month uploading documents. That's it. We handle the rest.
We can typically start within a day of our first call. If your books need cleanup work, we begin there. If they're current, we jump right into monthly bookkeeping.
Yes. We answer the phone and return calls the same business day.
We actually answer the phone, and have over 50 years of combined local business experience. No offshore teams, no junior staff learning on your dime.
The Worst Part Is Putting It Off Another Month
Your records aren't getting better on their own. Let's fix this. Join the many Bozeman businesses who stopped stressing about their books. Pick a time that works for you and get started today.