Jess Berry, CMA CVA

04/21/2026

🤎Red Lodge Strong🧡

This town always shows up. Help if you can today.

Thank you to the fire fighters who kept us safe last night!

04/20/2026

Just in case you missed it on RL Buzz. Fire update...

Red Lodge, MT - Monday. April 20 2026 1:10 pm
Red Lodge Fire Rescue and other county resources are responding to a fire along the East Side Road south of Red Lodge on the east side of Hwy 212.
Bull Moose Lane in the 400 Ranch is being evacuated as are campgrounds along East Side Road. Other evacuations are possible. Search and Rescue and the Sheriffs office will be visiting homeowners.
Please avoid the area to allow firefighters to work safely.
More information will be posted as available.

04/13/2026

Friendly reminder!

Estimated taxes for Q1 2026 (both FED & STATE) are do Wednesday, April 15th!

This is in addition to your 2025 individual tax return filing you've had sitting on your To-Do List.

Happy upcoming Tax Day!

04/10/2026

💼 Do you want to know how much your business is worth?

As a Certified Valuation Analyst (CVA), I help business owners answer that very question.

I provide two different deliverables:

📐 Calculation of Value
A Calculation of Value is a limited-scope engagement where I apply specific valuation methods you and I agree upon. It's a cost-effective way to get a reasonable estimate of value. It is deal for internal planning, buy-sell negotiations, or an early-stage snapshot of where your business stands. It's faster, more affordable, and perfect when a full analysis isn't required.

📋 Conclusion of Value
A Conclusion of Value is a comprehensive, fully documented valuation. I perform an in-depth analysis using all relevant approaches — income, market, and asset-based — and conclude a single, well-supported value for your business. This is the gold standard, required for legal proceedings, shareholder disputes, divorce settlements, estate planning, etc.

You may need a business valuation if you are:
✅ Planning to sell or buy a business
✅ Going through a partnership dispute or divorce
✅ Doing succession or exit planning
✅ Seeking financing or attracting investors
✅ Handling estate or gift tax planning

Don't guess at your business's worth — know it. 💡

👉 Ready to get started? Visit me at:
🌐 jessberrycma.com

Drop a comment or send me a message!

04/06/2026

📊 Hi friends! I'm Jess Berry — a Certified Management Accountant (CMA)

A CMA is one of the most respected credentials in the financial world. It goes beyond traditional accounting — focusing on strategic financial management, business performance, and smart decision-making.

Here's how I can help you:
✅ Financial planning and analysis
✅ Budgeting and forecasting
✅ Cost management strategies
✅ Business performance reporting
✅ Strategic decision support

👉 Learn more and get in touch at:
🌐 jessberrycma.com

I'd love to connect and see how I can support your business goals — drop a comment or send me a message! 🙌

04/01/2026

The "For more information visit redlodgemountain.com/check-the-date" is the added cherry on top for me 😄

Kudos on the creativity, Red Lodge Mountain !

BIG ANNOUNCEMENT!

Everyone's favorite staircase is getting a glow-up. Introducing the brand new Carpet To Heaven! Thanks to its newly patented conveyor pivot technology, we still get to use the foundation of the old steps! And don't be afraid to lap the carpet, as there will be 4 new trails built this summer. Take a cruise down Lower Lower Miami Beach or practice your hop turns in Headwaters 2!

03/31/2026

Who needs to pay estimated taxes?

📌 Rule of thumb:
If you expect to owe $1,000+ at tax time, you should be paying quarterly.

💸 Estimated taxes are NOT optional — and waiting until April can get expensive fast.

Plan ahead to keep your cashflow predictable!

03/30/2026

"If you're good at what you do, the money will take care of itself" 💫

I listened to this podcast during my Monday Morning Coffee (and email cleanup) time.

It gives a general overview of what occurs pre-LOI and post-LOI in a business sale.

I enjoyed the speaker in particular and the friendly reminder at the end... "If you dread getting out of bed every morning to go to work, then it is time to change!"

Business & Exit Planning Simplified · Episode

03/27/2026

Taking on new Montana-based clients for 2026!

📚 Bookkeeping — clean, accurate books every month
💼 Payroll & Reconciliation— no more year-end surprises
💻 Tech Stack Optimization — the right tools, set up right
📊 Budgeting — plan ahead with confidence

✨ 2026 packages are available now, plus flexible hourly fractional support for when you just need an extra set of eyes on the numbers. ✨

🌐 jessberrycma.com 📞 (406) 426-1967 ✉️ [email protected]

01/15/2026

Friendly reminder...Estimated Taxes are due today! FED & STATE