What Junkermier Clark Campanella Stevens PC does

Junkermier Clark Campanella Stevens PC (JCCS) is a Montana-based professional corporation providing public accounting services. Founded in 1946 by Ward Junkermier in Great Falls, JCCS has grown over eight decades into the largest locally owned CPA firm in Montana, operating seven offices across the state (Bozeman, Great Falls, Hamilton, Helena, Kalispell, Missoula, and Whitefish) with a credentialed staff of 100–110+ professionals. The firm is privately held and structured under a shareholder model where senior professionals become owners over time.

JCCS delivers an integrated service stack built around five core practices: Accounting (bookkeeping, payroll, financial statements), Audit and Assurance, Tax Preparation and Planning, Retirement Plan Administration, and Outsourced Accounting / Fractional CFO services (including Client Advisory Services). Add-on specialized services include business valuation, litigation support, financial institution support, certified fraud examinations, business succession planning, and estate planning. Service delivery is relationship-driven and direct, with advisors engaging clients across offices; the underlying technology stack is built on cloud accounting applications (including QuickBooks Desktop, Online, and Enterprise — supported by Advanced ProAdvisor staff), plus Karbon for practice/workflow management, SafeSend for tax document delivery, and QuickFee for invoice financing.

JCCS serves three primary customer segments — Large Business, Small Business, and Personal Finance — with additional vertical specialization across agriculture, construction, healthcare practices, financial institutions, governmental, insurance, lodging/resorts, manufacturing, mining/timber, nonprofits, oil & gas, professional services, real estate, restaurants, transportation, and wholesale distribution. Revenue is generated through professional services fees (quote-based, not publicly disclosed) for engagements ranging from individual tax returns to full audit, retirement plan administration, and outsourced CFO work. Pricing is engagement-specific, with no public rate cards; firm-level revenue, realization rates, and financial statements are not disclosed.

Name

Junkermier Clark Campanella Stevens PC

Legal name

Junkermier, Clark, Campanella, Stevens, P.C.

Website

https://jccscpa.com

Company type

Private

Founded year

1946

Operating status

Operating

Headcount range

101–250 employees

Short description

JCCS is the largest locally owned CPA firm in Montana, founded in 1946, operating seven statewide offices with 100+ professionals delivering integrated accounting, tax, audit, retirement plan, and outsourced CFO advisory services to businesses, individuals, and specialized industries.

Ownership category

akta.pro rank

Headquarters

HQ city

Missoula

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales

Revenue model

1. Professional Accounting Services: Fees for bookkeeping, financial statement preparation, and accounting advisory services for individuals and businesses.
2. Tax Preparation and Planning: Tax return preparation, planning sessions, and year-round consultation services for individuals, businesses, and nonprofits.
3. Audit and Assurance Services: Financial statement audits, reviews, compliance audits, and risk assessment services for businesses and organizations.
4. Retirement Plan Administration: Plan design, compliance testing, administration, and consulting for business retirement plans including 401(k) and defined benefit plans.
5. Specialized Advisory Services: Business valuation, litigation support, financial institution support, certified fraud exams, succession planning, and estate planning services.
6. Outsourced Accounting and Fractional CFO: Tiered outsourced accounting services including transactional accounting, fractional controller, and fractional CFO services.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

Junkermier Clark Campanella Stevens PC (JCCS) is a full-service certified public accounting firm providing accounting, audit, tax, retirement plan administration, outsourced accounting and advisory, and specialized services such as business valuation, litigation support, and certified fraud examinations. Services are delivered by credentialed CPAs and business advisors across seven Montana office locations to individuals, businesses, and nonprofit organizations.

Product overview

JCCS is a full-service certified public accounting firm offering a unified suite of professional services rather than a software product. The core offerings consist of Accounting Services, Audit Services, Tax Services, Retirement Plans, and Outsourced Accounting & Advisory. Additional specialized add-on services include Business Valuation, Litigation Support, Financial Institution Support, and Certified Fraud Exams. The firm delivers these services through a tiered model (Transactional Accounting, Fractional Controller, Fractional CFO) using cloud accounting applications, with Client Advisory Services providing ongoing strategic guidance. All services are delivered by CPAs and business advisors across seven Montana locations.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Full-service accounting including accurate bookkeeping, payroll services, and the preparation of informative, insightful, and understandable financial statements for business clients.
• Audit Services Traditional and specialized auditing services including financial statement reviews, compliance audits, and risk assessment tailored to each client's specific needs.
• Tax Services Tax preparation, planning, and compliance services for individuals, businesses, and nonprofit organizations, including ongoing consultation to address constantly changing tax laws and implications.
• Retirement Plan Services Design, installation, compliance testing, and administration of business retirement plans including 401(k) and defined benefit plans, with consulting to help employers recruit and retain talent and improve employee satisfaction.
• Outsourced Accounting & Advisory Tiered outsourced accounting services spanning transactional accounting, fractional controller, and fractional CFO engagements with cloud-based financial reporting for clients who need ongoing operational accounting support.
• Specialized Advisory Services Highly specialized services including business valuation, litigation support, financial institution support, certified fraud examinations, succession planning, and estate planning for businesses and individuals with complex needs.

Quantifiable outcome

• Clients benefit from year-round advisory relationship rather than seasonal tax preparation only
• +2 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature3 records

Partnerships

13 partnerships are on record, tiered minor, core and major.

• QuickFeeminorOthers · 1 January 2026Financing partner providing payment installment options for client invoices with minimum balance requirements and interest-bearing terms.
• American Institute of CPAs (AICPA)coreOthers · 1 January 1946Professional membership organization providing tradition of unrivaled services to the profession. JCCS is a member of the Private Companies Practice Section of the AICPA's Division for CPA Firms, ensuring personnel training and professional development.
• Montana Society of CPAs (MSCPA)coreOthers · 1 January 1946Statewide professional organization for Montana Certified Public Accountants. JCCS maintains active leadership role in the society's activities and events.
• National Association of Certified Valuation Analysts (NACVA)majorOthers · 1 January 1946Global professional association supporting business valuation, litigation consulting, and fraud deterrence disciplines. Provides training, certification programs, research support, and proprietary databases for members.
• Accredited in Business Valuation (ABV)majorOthers · 1 January 1946AICPA-accredited credential program for CPAs specializing in business valuation, providing specialized access to information, education, tools, and support for valuation experts.
• IRS Enrolled Agent (EA)majorOthers · 1 January 1946Federal credential allowing representation of taxpayers before the Internal Revenue Service with unrestricted practice rights.
• Chartered Retirement Plans Specialist (CRPS)majorOthers · 1 January 1946Designation awarded by College for Financial Planning recognizing professionals specializing in design, installation, and maintenance of business retirement plans.
• American Society of Pension Professionals and Actuaries (ASPPA)majorOthers · 1 January 1946Premier national organization for career retirement professionals providing education and preserving the private pension system. JCCS team members hold Associate Professional Member credentials.
• Certified Financial Planner (CFP)majorOthers · 1 January 1946International financial planning certification recognized globally, committed to putting client interests first with highest professional standards.
• Certified Fraud Examiner (CFE)majorOthers · 1 January 1946Designation administered by Association of Certified Fraud Examiners denoting proven expertise in fraud prevention, detection, deterrence, and investigation with stringent professional requirements.
• American Payroll AssociationminorOthers · 1 January 1946Professional association for payroll professionals providing resources and certification for payroll expertise.
• QuickBooks ProAdvisor ProgrammajorTechnology or Integration · 1 January 1946Advanced QuickBooks ProAdvisor designations for Desktop, Online, and Enterprise solutions, enabling deep integration expertise for client accounting system implementations.
• Lean Six Sigma CertificationminorOthers · 1 January 1946Process improvement methodology certification program enabling team members to streamline client accounting processes, reduce waste, and enhance quality.

Scale indicators4 records

Recent moves8 records

Expansion highlights6 records

Regional players

• Anderson ZurMuehlen & Co. A Montana-based CPA and business advisory firm with offices across the state. Direct regional competitor to JCCS in Montana tax, audit, and advisory services for SMB and nonprofit clients.

Direct peers

• Wipfli LLP: Top-20 U.S. accounting and advisory firm with strong regional presence in the Midwest and West. Comparable to JCCS in serving mid-market businesses with tax, audit, outsourced accounting, and advisory services.
• Eide Bailly LLP: Large regional CPA and advisory firm headquartered in the upper Midwest and expanding into the Mountain West. Competes with JCCS for mid-market tax, audit, and advisory engagements.
• Moss Adams LLP: West Coast and Pacific Northwest-focused CPA and advisory firm serving mid-market and private clients. Comparable client mix, service offerings, and regional orientation to JCCS.

Broad incumbents

• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm serving private mid-market businesses with tax, audit, advisory, and outsourced accounting services. Comparable in service mix to JCCS, with broader geographic reach.
• FORVIS (formerly BKD): Major U.S. accounting and advisory firm serving mid-market and SMB clients. Overlaps with JCCS in audit, tax, and advisory services for similar client segments.
• BDO USA: Global accounting network's U.S. member firm. Competes with JCCS for larger Montana-based businesses needing complex tax, audit, and advisory support, especially financial institutions and nonprofits.
• Deloitte (Big Four): Big Four accounting and advisory firm. Competes for upper end of JCCS's large-business segment on complex audit, M&A, and tax engagements in the Northwest U.S.

Others

• Booz Allen Hamilton (advisory reference): Not a direct competitor, but representative of larger professional services firms where Montana business owners may turn for specialized advisory work that JCCS competes against.
• QuickBooks (Intuit) ProAdvisor Network: Indirect competitor/ecosystem player — Intuit's accounting software and ProAdvisor program is the platform layer JCCS builds on, but also the enabler of lower-cost DIY and virtual bookkeeping alternatives that pressure JCCS's commodity services.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/jccs-pc
• Facebookfacebook.com/jccscpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Junkermier Clark Campanella Stevens PC