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.
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 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.
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 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!
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 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.
Debi has 5 children & 5 precious grandchildren with possibly twins on the way.
Life is good!
Mary Beth Bowman
Mary Beth Bowman is one of the CFO's Accounting Officers.
She has lived and worked throughout the United States, supporting small to medium businesses in administration, bookkeeping and financial operations. Mary Beth likes teaming up with clients to find solutions and keep them moving forward toward their goals.
Mary Beth and her husband enjoy hiking, photography and embracing all that the mountain lifestyle offers in "The Last Best Place".
Last year, I graduated from Saint Leo University with my Master’s Degree! Since receiving my MBA, I have worked as the Controller for a hotel chain that downsized during the COVID pandemic. After enjoying a few months off of work with my fur babies and getting engaged, I came to work for the CFO Agency. I couldn’t be happier to be here and to get to know all of my clients, whether they be new to the company or just new to me.
Reading, knitting, sewing, and being with my fiancé and fur babies is what I like to do when I’m not at work.