FA Bean Counters, an XY Planning Network company, is a bookkeeping service that works solely with financial advisors. We understand the ins and outs of the bookkeeping side of a financial advisory practice.
We were founded by a group of independent financial advisors and accountants so we know, first hand, how critical it is to have accurate financials to run a successful advisory practice.
We understand that growing an advisory business involves time prospecting and keeping existing clients happy. Whenever you aren't meeting with current or prospective clients, it's time NOT well spent.
FA Bean Counters was created to take a very important, non-revenue generating activity off an owner's plate, allowing the owner to focus on what they do best: working with clients.
We value our culture at FA Bean Counters, an XY Planning Network company, and we want to work with people who like it here as much as we do. That's why we invite you to peruse our Dream Team Handbook. We want you to make an informed decision about joining our team. In this short 7-page handbook, you'll learn a lot about our culture.
Go to any great city, round up only the cool people, and you've gathered the population of Bozeman, Montana. Living in a place that's so scenic and so serene changes who you are - for the better. For the people who call Bozeman home, It's more than a town; it's a way of life.
You need to experience our idyllic town to truly understand. Rest assured, it won't take long for Bozeman to win you over. Whether you come for a visit or you relocate here, you'll never find a more welcoming community.
FA Bean Counters, an XY Planning Network company, is headquartered in the heart of Bozeman's historic & vibrant downtown, with endless dining options, wine bars, boutiques, and breweries just steps away. Travelers come from all over to visit our next-door neighbors Yellowstone National Park and Bridger Bowl Ski Area. We can stop by either attraction over a lunch break. Life is good here.
Don't just take it from us. Accolades for Bozeman:
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