Our Approach
Understand - We start by engaging in thorough discussions to comprehend your unique business goals, challenges, and aspirations. Our priority is to make this process as comfortable and straightforward as possible.
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Problem Solve - We focus on your perspectives, concerns, and objectives, allowing us to identify underlying financial issues or areas for improvement. This involves reviewing your financial statements, current financial practices, and helping you achieve your short and long-term goals.
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Tailored Strategies - We develop tailored financial strategies and action plans. These strategies align with the business objectives and address the identified goals. This might involve creating robust financial forecasting models, process and workflow improvements, recommending innovative budgeting techniques, or proposing investment strategies for growth and expansion.
About
Treston Wold, CPA Inactive
Treston and his family moved from Minneapolis to Montana in 2018, enjoying the many amazing things mountain life has to offer. When he’s not working, he enjoys golfing, skiing, fly fishing, playing guitar and woodworking.
​Treston is originally from Minnesota and graduated with a bachelor’s in accounting from the University of North Dakota, and brings over 14 years of experience working as a CPA in public accounting with a focus on real estate and nonprofits and for Fortune 500 companies. Most recently, he was the CFO and COO of Outlaw Partners, a marketing, media and events company. During his time at Outlaw, he supported a diverse range of businesses including launching a real estate development company, and overseeing a real estate brokerage and adventure.
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