Contact Monterra Tax and Accounting
Get a custom proposalLarge-firm results with a more personal feel.
Your books are a month behind.
Your accountant isa year behind.
If you’re running multiple locations and your CPA treats you like a solo practitioner, you already know something’s wrong. Monterra Halden was built for operators who’ve outgrown a generalist — multi-entity businesses that need a real tax strategy, not just a return, and a financial partner who’s in the room all year, not just in April.
-
Min project size
Undisclosed
-
Hourly rate
Undisclosed
-
Employees
10 - 49
-
Locations
Cleveland, OH
-
Year founded
Founded 1991
1 Locations
- Cleveland , OH
Service Lines
- Accounting
- 60%
Select Focus Area
- General Accounting Focus
-
- Bookkeeping
- 45%
- Accounting Software Specialist
-
- Tax Focus
-
- Tax Preparation
- 40%
- Tax Consulting
- 20%
Industries
- Financial services
- 10%
- Business services
- 8%
- Legal
- 8%
- Real estate
- 8%
- Advertising & marketing
- 6%
- Consumer products & services
- 6%
- Dental
- 6%
- Education
- 6%
- Government
- 6%
- Hospitality & leisure
- 6%
- Information technology
- 6%
- Medical
- 6%
- Non-profit
- 6%
- Other industries
- 6%
- Politics
- 6%
Clients
- Small Business (<$10M)
- 70%
- Midmarket ($10M - $1B)
- 25%
- Enterprise (>$1B)
- 5%
Have you worked with Monterra Tax and Accounting?
Share your experience working with Monterra Tax and Accounting on a past project by leaving a review for buyers around the world
Our Story
Monterra isn’t a traditional accounting firm. It’s a financial operating system for people who run real businesses — multi-unit operators, franchise owners, and growth-minded teams who need clarity, not complexity. The firm was originally founded more than 35 years ago. For decades, it served a wide range of small businesses across different industries. Most accountants think like accountants. Monterra thinks like operators.
Meet the Team
Jacob W. Bailey (Whitish)Managing Director
Jacob leads Monterra with an operator-first approach focused on clarity, cashflow, and real decision-making. He specializes in helping franchise owners build financial systems that actually scale.
Locations (1)
Contact Monterra Tax and Accounting
If you’re not seeing exactly what you need here, send this company a custom message. You can talk about your project needs, price, and timeline to get started on your project.
Sign in to see which brands trust Monterra Tax and Accounting.
Get connected to see updates from Monterra Tax and Accounting like new case studies, latest reviews, their latest masterpieces in their portfolio, delivered straight to you.