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 John Richard Montgomery, CPA Audit Manager
Rick Montgomery, CPA, serves the firms clients by providing audit, tax and business advisory services.
A graduate of Marshall University, Rick has extensive audit, accounting and tax expertise. In addition to his Audit and Accounting experience, Rick also brings more than 22 years of managerial skills and experience to the firm.
EDUCATION AND CERTIFICATION: Marshall University, Huntington, West Virginia Degree: Bachelor of Business Administration Certified Public Accountant - 2006 State of West Virginia, Certificate No. 4569
EXPERIENCE: Supervised and participated in audits of:
- State and National Banks
- Wholesale and Retail Sales Entities
- Industrial Manufacturers
- Government Funded Programs
- State, County and Municipal Governments
- County Boards of Education
- Non-Profit Organizations
- OMB Circular A-133 Audits
Provided professional accounting, consulting and tax services that include:
- Accounting, Bookkeeping, and Tax Preparation Services
- Accounting and tax issue resolution for unique problems
- Providing full support for routine accounting issues and functions
- Monthly bookkeeping services, as well as preparation of monthly financial statements
- Preparing quarterly tax returns, year-end entity tax returns, and individual shareholder or partner tax returns
- Preparing operating budgets and acquisition of capital assets or advise on preparation and acquisitions
- Maintaining detailed depreciation schedules
- Preparing compiled, reviewed, and audited year-end financial statements required by some financial institutions
Provided professional services for clients that include:
- State and National Banks
- Wholesale and Retail Sales Entities
- Industrial Manufacturers
- Government Funded Programs
- State, County and Municipal Governments
- County Boards of Education
PROFESSIONAL MEMBERSHIPS: American Institute of Certified Public Accountants West Virginia Society of Certified Public Accountants Huntington Chapter of West Virginia Certified Public Accountants
CONTINUING PROFESSIONAL EDUCATION: Current compliance with the West Virginia Board of Accountancy continuing professional education requirements which includes auditing governmental units and non-profit organizations.
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