Monterra Halden Tax & Accounting

Monterra Halden is an accounting and advisory firm serving multi-entity businesses and operators across the United States. With more than 35 years of experience, the firm works with over 100 businesses and reports that 95% of its clients stay for more than five years. Its clients include multi-unit franchise owners, hotel and hospitality groups, medical and dental practices, service businesses, and real estate operators.

Monterra Halden provides year-round tax strategy and planning, accounting and bookkeeping, monthly financial close and reporting, and multi-state compliance. Its services also include fractional CFO support, financial forecasting and dashboards, capital advisory for debt or equity financing and business transactions, full-service payroll, and bookkeeping clean-up and remediation. The firm helps clients address complex entity structures, expansion, acquisitions, and preparation for a sale. By bringing accounting, tax, payroll, and advisory services together, Monterra Halden aims to give growing operators timely financial information and ongoing guidance rather than limiting support to year-end filings.