Accountant

    Monterra Halden

    Accountant

    You can't fix what you can't see. Monterra Halden was built for multi-entity businesses that need a real tax strategy, not just a return, and a financial partner who's in the room all year.

    University Heights, Ohio35 years in business15 employees$250K+ revenue minimum

    About Monterra

    Every day, money leaks out of your business — in labor, in late reports, in bad data. Monterra Halden gives operators real financial visibility so you know exactly what's working, what's wasting, and where to move next. Get clarity. Gain control. Grow profit. We're for people who run real businesses — multi-location operators, franchise owners, and growth-minded teams who need clarity, not complexity. You're building something real — across multiple entities, locations, and teams. You don't have time to wonder where your margin went, why your books are late, or if your tax guy even understands your business model. That's where we come in.

    Services offered

    Accounts Payable/ReceivableBookkeepingBudgeting & ForecastingBusiness Tax PreparationBusiness ValuationsCash Flow ManagementEstate PlanningFinancial Advice & CoachingIndividual Tax PreparationMergers and AcquisitionsPayroll ServicesSales TaxTax Planning & StrategyTax PreparationIRS Representation & Tax ResolutionBusiness & Entity Formation

    Client specialties

    Industries served

    AutomotiveConsultingConsumer GoodsE-commerceElectricalFood & BeverageHealthcareHome ServicesHospitalityHVACLandscapingManufacturingPlumbingReal EstateRetailTravel

    Software & tools

    Dext (Receipt Bank)FathomFinancial CentsGoogle DriveGoogle WorkspaceHubSpotLoomMicrosoft Office SuiteMicrosoft TeamsQuickBooks OnlineShareFileSlackUltraTax CSXeroZoom

    Pricing

    Accounting/Bookkeeping — $500–$25,000/month: When accounting is done properly, it becomes a stable foundation—not something you have to manage or second-guess. || Fractional CFO — $250–$500/hour: Through a combination of CFO, controller, and advisory services, we help businesses understand where they are, where they're headed, and what decisions matter most along the way. || Payroll — $100–$1,000/month: Integrated payroll and HR services for multi-unit businesses nationwide, ensuring employees are paid accurately, filings are handled correctly, and compliance obligations don't become liabilities. || Tax Strategy & Filing — $1,500–$10,000/year: Tax strategy is where the real leverage lives. We help owners structure intelligently, plan ahead, and make informed decisions with a full view of their tax exposure—well before deadlines arrive.

    4 packages · $100–$25k/mo

    Minimums: $250K+ revenue