WE DO GOOD WORK, WITH GOOD PEOPLE, FOR GOOD PEOPLE.

We specialize in helping Financial Advisors grow an awesome business with the assurance that someone’s got their back.

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.

WHY YOU'LL LOVE FABC

Let Us Count the Ways

  • Legitimate Work/Life Balance. For. Real.
  • Collaborative, Positive Teammates
  • We'll Embrace Your "Unique Weird"
  • Advancement Opportunities Galore
  • Inspiring Leadership with Integrity
  • Autonomy in Your Role
  • Professional Development Options
  • Rewarding Work That Matters

THE BENEFITS YOU NEED

Love life. Love Work.

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Take Time When You Need It
RECHARGE. DEAL WITH LIFE. WE'LL BE HERE WHEN YOU GET BACK.
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Earn What You're Worth
YOU'VE HONED THE UNIQUE SKILLS WE NEED. WE'LL GLADLY PAY YOU FOR THOSE.
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Win As A Team
EARN GENEROUS BONUSES WHEN WE HIT OUR TEAM GOALS.
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Set Yourself Up
EARN TOWARDS RETIREMENT WITH COMPANY MATCHING UP TO 4.5%.
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Come As You Are
NO SUIT, NO TIE, NO PROBLEM. WE'RE CASUAL AROUND HERE EVERY DAY, NOT JUST ON FRIDAYS.

Learn More

We're an Open Book

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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. 

Discover:

  • The minimum number of vacation days team members must use
  • If your dog has what it takes to join our team (our office is pet-friendly)
  • What it means to "embrace your weird
  • How to raise $500 for your favorite charity by playing hooky & donating your time
  • A heckuva lot more!

Click here to read our Dream Team Handbook.

WHY YOU'LL LOVE BOZEMAN

THE TOWN THAT CHECKS ALL THE BOXES.

  • Biking: 48 miles of mountain bike trails
  • Breweries: 8 microbreweries plus 3 micro-distilleries & a cider house
  • Convenient Air Travel: Bozeman-Yellowstone International Airport, Montana's busiest airport, has 6 carriers, 8 gates & 15 direct destinations
  • Entertainment: A flourishing downtown with 15 art galleries, plus numerous quaint boutiques & a vibrant restaurant scene offering everything from food trucks to fine dining
  • Fitness: Gym options ranging from CrossFit to climbing to jazzercise, among them more than a dozen yoga studios
  • Fishing: A short drive to 3 storied rivers & ten fly shops
  • Golfing: 5 scenic courses
  • Higher Ed: Home to Montana’s flagship public university, Montana State, which is among the top 3% in the nation for research spending
  • Museums: The Museum of the Rockies, featuring one of the largest dinosaur fossil collections in the world, plus the American Computer Museum, named one of the nation's best free museums in a USA Today poll
  • National Parks: Only 1.5 hours from Yellowstone National Park & a 5-hour roadtrip to Glacier National Park
  • Outdoor Recreation: 80+ miles of trails in the "Main Street to the Mountains" system; 5 mountain ranges & the 1.8 million-acre Gallatin National Forest to welcome hikers, campers, rafters & horseback riders
  • Safety: The violent crime rate is less than half the national average
  • Schools: 8 public elementary schools & 2 public high schools; elementary students are 1.6 grades ahead of the national average, per the New York Times
  • Skiing: 5,700 acres of “the biggest skiing in America.” XYPN to Bridger Bowl: 16 miles; 50 miles to Big Sky Resort
  • Weather: 188 days of sunshine per year

ABOUT BOZEMAN, MONTANA

LIFE IN A POSTCARD

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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:

Open Positions

Superstars Wanted

Currently we don't have any open positions.

Don't see your dream job this time? Rest assured, we'll post another soon.

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