OUR VISION

It is critical for individuals and business owners to have accurate and timely numbers from which to make sound business and tax saving decisions. We believe in a partnership and work to prepare you for any major decision or revenue strategy. We partner with you, providing accurate accounting to ensure you are on track to achieve your vision and goals. We get you organized and keep you organized so you can work on your business to grow revenue and be ready to take advantage of tax saving strategies.

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OUR BUSINESS

We offer services for individuals and corporations. Whether you are a investor looking to expand your strategies or business owner looking to organize and grow your business, we have a solution for you. We work intently with each client, gathering the information necessary to understand you and your business. We will work to improve your bottom-line performance; provide you with ideas to improve day to day efficiencies and operational excellence.

Who We GIVE TO

The CFO Agency believe very strongly in GIVING BACK.

Below are some of the foundations that we support and give back to:

  • Boys & Girls Club
  • Flathead Care
  • Flathead Community Foundation
  • Pachama Alliance
  • Unstoppable Foundation
  • Cambodia Dream Organization
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Sue Thompson

Sue Thompson is known as America’s Financial Management Expert. Her message evolved over 30 years working in banking and finance and as a Business Owner. In her accounting business she has helped hundreds of people manage their money, eliminate debt, and build their businesses and their lives to create less stress and more financial freedom. Sue is very experienced and highly trained in the skills of money management and stewardship. She is a gifted speaker and seminar leader that is both entertaining and knowledgeable. Her insights have helped people to reach and exceed their financial goals sooner than they ever thought possible.

Sue’s tips can take the scary proposition of finances and turn them into an exciting plan for your future. Imagine the peace of mind that comes with a step by step plan to achieving your goals. Plus she teaches how to do all this without stress and arguments.

Sue has helped hundreds of people manage their money, eliminate debt, and build their businesses and their lives to create less stress and more financial freedom.

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Weldon Wulstein, CPA

The CFO Agency has aligned with Weldon and his team at Wulstein Financial Services & Company for all your tax needs moving forward. We work in conjunction with Weldon and his team to bring our clients a unique tax reduction methodology. The result of this unique approach of tax strategies + entity strategies is maximum and legal tax reduction. Weldon & his team apply every page of the tax code. Most tax companies only “look back” at the past year, while we “look forward” with entity structure planning to help you keep more money in your pocket and ensure your setup not only serves you today, but in the future as well.

Grace Marlowe

Grace Marlowe recently moved to Montana, and after taking time to really explore this beautiful area she was lucky enough to find a place with the CFO Agency.

Grace is the Business Development Manager here at the CFO Agency.

She has a 10 year old daughter who is everything to her. They love being able to go on adventures and really enjoy everything this wonderful place we live in!

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Debi Keller

Debi Keller

Debi Keller is one of the CFO's Accounting Officers.

She has been doing books since she was in her 20's which has given her experience in diverse fields from doing payroll for large hotels to being a full charge bookkeeper for staffing services with several hundred employees to small companies with only a dozen.

Debi enjoys learning and expanding her knowledge and growing professionally.

In her off time she enjoys spending time with her daughter Samantha, who is the light of her life and enjoying the great outdoors taking in the opportunities of camping and hunting in this beautiful place we live.

Jan Henderson

Jan Henderson is one of The CFO Agency's Accounting Officers. She has loved working with numbers since she was a child, so bookkeeping was a natural fit for her.

Jan was in accounting for several years before she opened a screen printing & embroidery shop in FL, which she had for 15 years.

After moving to North Carolina in 2013 she decided to go back into bookkeeping part time and has been working with the CFO Agency for almost 2 years.

Jan has 5 children & 5 precious grandchildren with possibly twins on the way.

Life is good!

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Thomas James

Thomas James is an Accounting Officer who has spent most of his 35 working years carrying multiple jobs at the same time, leading to exposure in an array of industries, at a variety of levels, and under many different structures that people have used to manage their business.

So, rather than having just one way to handle your books, he knows of lots of different ways to approach things and prefers to try and find the method best suited to your personality, objectives, and at the highest, relative efficiency.

He’s a big believer in the adages “Better to have reached for a thousand stars and not grabbed a single one than to have never reached for a star at all”, “In order to win big, you’ve got be willing to lose big”, and “Your only assured gift is today.”     So, when he’s not helping you reach for your stars, he first tries to enjoy a moment from today and, if there’s time left over, he’ll mess around with chasing a few stars of his own.

Corey Schmill

Corey Schmill- Accounting Officer

Corey was born and raised and New Orleans, Louisiana. He has a passion for learning, especially in the areas of accounting, law and geology. He has the goal to earn his CPA license in the next two years.

Moved to Kalispell, Montana at the start of 2021 to take the opportunity to grow and learn at The CFO Agency. Corey has a passion for all outdoor activities including hiking, camping, hunting and rock scrambling. His long term goal is to have a piece of land and start a homestead.

Received a Bachelor’s in Political Science from the University of Louisiana at Lafayette (2018).

Continued education taking Accounting courses at Nicholls State University in preparation for the CPA exam.

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Amber Gerth

Amber Gerth is customer service manager at the CFO Agency.

Amber enjoys spending time outside, with her husband and fur child in beautiful big sky country where she has been most of her life.

While she is new to the accounting industry she is no stranger to customer service. Her background is primary in healthcare and scheduling. One day she hopes to go to school to get her Massage Therapy License. She is excited to learn this new industry and to see what the future brings.  Please reach out to her with any questions you may have.

“Unless someone like you cares a whole aweful lot nothing is going to get better it’s not!” Dr. Seuss