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About Us

"When you come to a bookkeeping service to help you with your business, you want to know that you're in the right hands. At The Montana Group, our team is highly skilled and ready to help you, whatever you may need. You can also see a list of our affiliations to learn more about how we participate in the community." Maureen Burleson, President

The Team

Maureen Burleson

Maureen started as an entrepreneur April 1, 1977, with a small accounting firm located in Toronto. Since that time, Maureen has worked with hundreds of clients, in a variety of businesses. Whether retail, wholesale, manufacturing or non-profit organizations, Maureen brings to the table a wealth of knowledge and experience in bookkeeping and related services.

 

Rosann Bertacco

Rosann comes to us with more than 30 years in the accounting industry. She has many years of experience with Simply AccountingTM and QuickBooksTM, along with personal tax preparation.

 

Mai Peck

Mai left a local accounting firm in the summer of 2007 to come work with The Montana Group. Mai is our resident floating bookkeeper, specializing in QuickBooksTM, which allows us to service clients at their location.


Joanne Shier

Joanne spent several years in the banking sector before joining The Montana Group in February of 2007. Joanne brings to our team dedication to bookkeeping excellence and we welcome her high standards for client care.

 

Sandy Jones

Sandy's excellent communication skills and organizational abilities have made her a dynamic assistant at The Montana Group since May of 2008.

 

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Revised August 24, 2011

 

 

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