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.
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
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. 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.
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 and entity strategies is maximum and legal tax reduction. Weldon and his team apply every page of the tax code. Most tax companies only “look back” at the past year, while Weldon and his team also “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.
Kris Wendtland
Kris Wendtland was a business owner for 25 years in print publishing before coming to The CFO Agency. Her hobbies outside of work are reading, writing letters, hunting, and visiting friends and family.
Grace Marlowe
Lindsay Feris
Lindsay graduated from Everett community college in Washington State with a certificate in Bookkeeping and then moved to Lakeside, Montana with her two kids. She found the CFO Agency was hiring shortly after she settled in, and it has been the best work experience she could hope for.
Lindsay processes payroll for our clients and sets up new entities as well as data entry.
She enjoys being outside with her kids and watching them explore the world. Lindsay has also traveled to seven countries around the world.
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 Florida, which she had for 15 years.
Thomas James
Thomas James is an Accounting Officer who has spent most of his 35 working years carrying multiple jobs at the same time. This has led to an 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 many different ways to approach things and prefers to 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.
James Rachel
James was born in Texas and around 8 years old, he moved to Cheyenne, WY. In his 20’s he did some traveling, and lived in Indiana, Utah, Colorado, and Baltimore. In his 30’s he decided to make a career change and went back to school where he discovered a love for accounting and finance.
James is currently attending the University of Northern Colorado working toward his bachelors in Accounting. His goal is to become a CPA sooner rather than later.
James found The CFO Agency at a job fair hosted by the local community college and is very happy that he did. He feels at home here and looks forward to many more years of fun, growth, and learning.
In his spare time, James is an amateur numismatist and enjoys being outside, “weather permitting”.
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.
Nahtahna Campbell
Nahtahna grew up as a small town girl in Montana, Kansas, Arkansas and Wyoming. She has a love for the small town living, outdoors, camping, friends and family. Tahna is a mother of three children, two daughters and a son. She generally lives life balancing her two favorite sayings: “work smarter, not harder” and “work hard, play harder.”
Nahtahna graduated in 2015 from College America with an Associate’s Degree in Business Management and Accounting, then continued at Independence University to obtain her Bachelor’s in Forensic Accounting in 2017. She worked for the State of Wyoming, DOT’s Financial Department in Accounts Payable during the summer of 2022 and then started at The CFO Agency in November 2022.
Alina Reed
Jose Saldana
Shaylee O'Brien
Shaylee grew up in Michigan and came to Wyoming for college. She just graduated from Laramie County Community College with her associates and will continue on to University of Wyoming. Shaylee loves the outdoors and art.
Shaylee found The CFO Agency through LCCC and is so excited to be working as a part of this team.
