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

• 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

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.