About

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All of our bookkeeping staff are certified in both QuickBooks Online and TSheets so that we can provide you with the best possible service!

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20 years of tax experience, working for you and your family.

 

We think accounting is fun and exciting. We do what we do best, so you can focus on what you do best – your business! Let us be your CFOs to take care of all your back-end accounting needs. We are also sometimes called Sleep Doctors or Marriage Counselors because we help you sleep better at night knowing your business finances are being taken care of.

We use cloud-based accounting and the latest technologies to make you more efficient. We specialize in QuickBooks Desktop and QuickBooks Online, along with their multitude of applications. Whether you are looking for a partner to come in one time to get set up, tuned-up, or consult on processes – or work with you long term, please give us a call.

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Roxi Montgomery

Owner, Accountant

We offer a free onsite consultation to get a feel for your business to see how we can best customize a plan to help your business run well on the back-end, so that you can thrive on the front-end.

Rosanna “Roxi” Montgomery

Roxi began Accounting Rox! in 2015, after retiring from a 30 year military career, where she served as a Finance & Budget Officer for the Pentagon, among many other positions. From the start, she has had a passion for small businesses and nonprofit organizations. She has an MBA in International Business and a Masters in Accounting, and is also a licensed CPA.

Like any business, we have gone through a changes since we began. After changing to a Professional Corporation in 2021, our name became Montgomery Accounting, P.C., and we went from a fully virtual firm to a fully staffed firm in the course of a year. Our new office is located at 15514 Summit Park Drive, Suite 503, Montgomery TX 77356.

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Meet The Team

We are a close knit, family firm who loves to be a part of the local community. We believe that each business is unique, so we strive to give individualized support to each of our clients. We take the time to understand our clients' needs and come up with a strategy that is right for them. Come on in to the office today - we'd love to meet you!

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Jim Montgomery

Customer Service

Jim Montgomery, also a veteran, is our Client Services Reprentative. With a sturdy business background and 30 years of teaching, he's invaluable to our team. Jim taught Spanish for many years, so we now have the ability to provide services to native Spanish speakers. If you are a new client or if you'de like more information, feel free to give Jim a call! 

(936) 230-5418
James@AccountingRox.com

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Joy Montgomery

Senior Bookeeper

(936) 242-4176
Joy@AccountingRox.com

 Joy Montgomery has enjoyed working with MAPC for four years. For the past 18 years she has done accounting work for other reputable CPA firms in The Woodlands and Conroe, Texas. Joy is focused on meeting our client’s needs, maintaining daily records, and keeping the workflow organized.  

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Andy Montgomery

Bookkeeper

(936) 283-4139
Andy@AccountingRox.com

Andy is the newest member to our team, also QuickBooks Certified. Well versed in tech, Andy is our Information Security Officer and handles the privacy and security aspects of our firm. He is also a QuickBooks ProAdvisor and assists in bookkeeping services.

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Kerry Kelly

Enrolled Agent

Kerry Kelly is an Enrolled Agent admitted to represent taxpayers since 2016, and has been a professional tax preparer since 2011. She enjoys working closely with clients to make sure their tax matters are accurate and they get the best savings possible. Kerry has been an independent business owner for over 35 years and understands the needs of good, accurate tax planning and preparation. Attention to detail and research is her passion. 

(346) 808-1304
Kerry@AccountingRox.com

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Stormy Montgomery

Office Manager, Bookkeeper

(936) 283-4139
Stormy@AccountingRox.com

Stormy has been with MAPC for over three years. Stormy is focused on website & branding development, third party integrations, and technical business solutions. She also helps meet clients' bookkeeping needs.

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Luke Montgomery

Logistics

(936) 828-4148
Luke@AccountingRox.com

Luke assists with bookkeeping, logistical tasks, and additional project services with an undefined scope. He has been with the company for four years and has tackled projects like remodeling, inventory, and event management. He is also Roxi's son!

* Please note: since these photos were taken, we have since added two new members to the team! Taylor & Regina were brought in to MAPC to help with the 2022 Tax Season and we are very happy to have them! Photos & bio's for Taylor & Regina coming soon!

Dear Friend,

I have a feeling I know why you’re reading this right now.

You need more time in your day. Running a business is extremely demanding, and there just isn’t enough time in the day to keep all the plates from spinning out of control. And what you need most right now is more proactive help with your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal. Am I close?

We get it. We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy and all of the myriad components of an effective financial system for a business.

Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert team so your expert team can focus on what they do best: making sales and taking care of customers.

Or are you just starting your business and want to start things off on the right foot?

Whatever the reason, we want you to know that our team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries—discreetly and expertly handling the ongoing financial management of tax burdens, payroll, bookkeeping, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need.

Because here’s a certain truth as it relates to taxes and your business: the State and Federal Government would love to have more of your business’ hard-earned money in their accounts. And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year.

It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be devoting to keeping your business profitable.

In fact, to help you find answers to your questions, I’ve compiled some resources in the last couple of years, for business people like you, in response to the specific tax and accounting questions I’ve received from my clients.

Click the button on this page to request this exclusive, free report from us, and we’ll rush your copy to you immediately.

And of course, feel free to poke around our site and discover why I’ve been called “The Most Trusted CPA, MBA in the Montgomery Area”.

Talk again soon,

Rosanna “Roxi” Montgomery, CPA, MBA

PS — When you grab our free report, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard “tax tips”.

PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their financials on their own. Our schedule is very full … but if you call us at (936) 828-4148 or Email Us, we’ll give you two options for coming in right away. We will NOT make dealing with an accountant as painful as dealing with your books has already been!