Accounts Payable Services & AP Automation Providers in Belgrade, MT

Overview

Accounting Experts, LLC is a small accounting practice based in Belgrade, Montana, and run by its two co-owners, who are mother and daughter. The firm handles payroll, accounts payable and receivable, bank and credit card reconciliations, budgets, reporting and tax preparation.

It serves businesses and individuals in Belgrade, Bozeman and Gallatin County, and it also works with clients outside the area. Depending on the need, the team meets people in person or works with them online.

The firm is not taking on new clients at the moment, so this profile is most useful to current clients and to anyone who wants to watch for a change in availability.

Bookkeeping and payables

The firm treats payables as one piece of a broader bookkeeping service rather than as a standalone software product. Staff receive short-term vendor bills, enter them, and set up the payments. The same people look after the receivables side by creating customer invoices, receiving customer payments and processing deposits.

Each month they also enter checks, fees, deposits and credit card activity, then reconcile the statements. As a result, payables entries are tested against what actually moved through the bank and card accounts.

Services at a glance

• Entry of vendor bills and setup of payments
• Customer invoicing and deposit processing
• Monthly bank and credit card reconciliations
• Payroll, covering time sheets, processing, tax liability payments, quarterly federal and state reports, and year-end W-2s
• Budget preparation, detailed budget entry, and budget-versus-actual comparisons by quarter or year
• Profit and loss reports, balance sheets, budget analysis and financial analysis
• Federal and state income tax returns for individuals and businesses, periodic year-end planning, and estimated quarterly payments

How the firm works

The firm describes its approach as personalized and says its training allows it to take on complex needs, whether at a corporate or a personal level. Clients can lean on the partners as tax planners and advisers, not only for routine processing.

The stated mission centers on being accurate, honest and dependable, both in the accounting itself and in the guidance that goes with it. The Belgrade office offers notary, bookkeeping, accounting and tax preparation on site Monday through Thursday during the day, or at other times by appointment. Existing clients can schedule visits through the website.

Because one team covers payables, payroll, reporting and taxes, the same set of records feeds vendor payments, financial statements and returns.

Background and team

Judy Carrier and Betsy Birdsley, both trained accountants, launched the firm in 2016. Between them they bring more than fifty years of experience in accounting, project management and tax work.

Before that, the pair had worked side by side at another local firm, Creative Management and Accounting, from 2001 until 2016, and the rapport they developed there led to the new practice. Carrier ran that earlier business for over two decades and has more than thirty years in accounting.

She also spent ten years in project management and job cost accounting with a design/build company and once owned a retail gift shop in Bozeman. Her specialties are business start-ups, job cost accounting and tax preparation. Birdsley has 21 years of accounting experience and focuses on budget planning and financial analysis.

For buyers comparing providers, the firm's strengths are the direct involvement of its partners and hands-on bookkeeping that extends from payables through tax compliance. Carrier's job costing background could suit project-based businesses such as contractors. The website does not mention any AP automation platforms, so organizations looking for software-driven invoice capture or automated approval workflows should confirm fit before engaging the firm.