
Your Finances,
Managed with Precision
Hello, my name is Chase. I hold a Bachelor of Business Administration from Southern New Hampshire University. My passions are business and finance. At Bookkeeping & Insights, I bring financial expertise directly to you, offering the flexibility to meet at a public place of your choice or a private location that suits your comfort and convenience. Whether it’s a coffee shop, your office, or another preferred setting, I ensure professional, one-on-one financial guidance without the limitations of a fixed office. This personalized approach allows me to adapt to your needs, making financial management seamless, accessible, and tailored to your needs. I am Currently serving the Great Falls Montana area. Video conferencing and online payments coming soon!
SERVICES
Taking Your Business to
the Next Level
Bookkeeping & Financial Management
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Transaction categorization & account reconciliation
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Financial statement preparation & reporting
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Accounts receivable management (billing & invoicing)
Payroll & Tax Compliance
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Payroll processing & tax deductions
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IRS filings & business tax strategy
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Expense & budget management
Business Financial Consulting
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Strategic financial planning & forecasting
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Cash flow optimization
ABOUT
Expertise You Can Trust
At Bookkeeping & Insights, you don’t work with a rotating team—you work directly with me, a dedicated professional committed to helping businesses and individuals stay financially organized and compliant. With a hands-on approach, I provide bookkeeping, payroll processing, IRS filings, and business consulting, ensuring businesses run smoothly without financial guesswork. Every client receives personalized attention, clear guidance, and tailored solutions—because when it comes to finances, precision matters.

Contact Info
Call, e-mail, or leave a message with your contact info
