Boyle, Deveny & Meyer

What Boyle, Deveny & Meyer does

Boyle, Deveny & Meyer PC (BDM) is a privately held certified public accounting firm headquartered in Missoula, Montana, with origins traceable to 1977 when Jack Meyer joined the practice of Keith Byington, CPA. The firm took its current shape after Tom Deveny merged his solo practice with the Byington firm in 1980 and John T. Boyle joined in 1982, eventually becoming a partner in 1984. The firm is structured as a Montana professional corporation, partner-owned with no external institutional or private equity investment, and operates from a single office at 305 South 4th East, Suite 200, Missoula.

BDM provides accounting, taxation, and consulting services to individuals, small-to-medium businesses, not-for-profit organizations, and trusts and estates across Missoula and the broader Western Montana region. Core service lines include Tax Services (preparation, planning, and compliance for individuals, businesses, trusts, and nonprofits), Accounting Services (bookkeeping, financial statement preparation, accounting systems consulting), Consulting Services (retirement planning, business entity selection, cash flow analysis, M&A and succession advisory), Estate & Trust Services, Not-for-Profit Services, and a Service Department offering payroll processing. A specialized QuickBooks consulting line targets businesses setting up accounting systems and internal controls. The firm's technology stack is conventional for the profession, centered on QuickBooks and Lacerte tax software, with secure client document exchange via Leapfile; no proprietary technology platform or AI/ML capabilities are disclosed.

The firm monetizes through professional services fees quoted on engagement complexity and scope, with no publicly disclosed pricing tiers. Go-to-market is sales-led and relationship-driven, relying on community involvement, professional reputation, and referrals within Western Montana rather than digital marketing or outside sales infrastructure. The partnership includes Rena Hansen, Christina Twohig, Pat Boyle, Colin Boyle, Conor Newman, Becky Holdorf, Shannon Hicks, Mark Burke, and CPA Jaime Ward, many of whom trained at the University of Montana and several of whom came from Big 4 or large regional firms (Deloitte, Ernst & Young, Moss Adams). The firm is actively recruiting an experienced CPA and Spring 2026 tax and processing interns, indicating ongoing capacity expansion.

Name

Boyle, Deveny & Meyer

Legal name

Boyle, Deveny & Meyer PC

Website

https://bdmcpa.com

Company type

Private

Founded year

1977

Operating status

Operating

Headcount range

11–50 employees

Short description

Boyle, Deveny & Meyer PC is a privately held CPA firm in Missoula, Montana providing tax, accounting, consulting, estate, and nonprofit services to individuals, small-to-medium businesses, and trusts across Western Montana.

Ownership category

akta.pro rank

Headquarters

HQ city

Missoula

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Fees for accounting services including financial statement preparation, bookkeeping, and payroll processing for individuals and businesses.
2. Tax Preparation and Planning Services: Tax return preparation and planning services for individuals, businesses, trusts, estates, and nonprofits with fees based on complexity and scope of services.
3. Consulting Services: Financial consulting for individuals and businesses including retirement planning, business setup, succession planning, and advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Boyle, Deveny & Meyer PC is a certified public accounting firm offering tax preparation and planning, accounting and bookkeeping, financial consulting, estate and trust services, and nonprofit advisory services. The firm serves individuals, small-to-medium businesses, closely held companies, trusts and estates, and nonprofit organizations, with supporting payroll processing and specialized QuickBooks consulting.

Product overview

Boyle, Deveny & Meyer is a certified public accounting firm offering a comprehensive suite of financial services primarily serving individuals, businesses, and nonprofit organizations in the Missoula, Montana area. The firm's core offerings include Tax Services, Accounting Services, Consulting Services, Estate & Trust Services, and Not-for-Profit Services. Supporting these core areas is a Service Department that provides payroll processing and bookkeeping services, along with specialized QuickBooks consulting. The firm focuses on building long-term relationships with clients ranging from individuals to small businesses, nonprofits, and trusts.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Scale indicators1 record

Recent moves7 records

Expansion highlights4 records

Broad incumbents

• Eide Bailly LLP: Top 25 US accounting and advisory firm serving SMBs across multiple states. Regional competitor with broader service portfolio, audit capabilities, and technology scale that BDM does not match.
• Wipfli LLP: Top 20 US accounting firm with Mountain West presence. Offers broader geographic reach, deeper specialty practices, and technology investments compared to BDM, with overlap in SMB tax and accounting.
• Moss Adams LLP: Pacific Northwest-based top 15 US accounting firm. Former employer of BDM partners Christina Twohig and Pat Boyle, representing a larger regional alternative that could attract the same Montana clients.

Others

• H&R Block: National consumer tax preparation chain with retail and digital offerings. Targets the same individual tax clients as BDM at lower price points, though with less personalized advisory service.
• Intuit Inc. Developer of QuickBooks and TurboTax, the accounting and tax software platforms BDM recommends and consults on. As Intuit expands into AI-driven advisory and live tax services, it represents both a partner ecosystem and an emerging competitive threat.

Direct peers

• Junkermier, Clark, Campanella, Stevens, PC: Montana-based regional CPA firm providing tax, accounting, and advisory services. Direct competitor for Montana-based individual and small business clients with overlapping service offerings.
• Galusha, Higgins & Galusha, PC: Long-standing Montana CPA firm based in Great Falls providing tax, audit, and business consulting. Comparable regional Montana peer serving overlapping client segments in similar markets.
• Anderson ZurMuehlen & Co., PC: Montana-based CPA firm with multiple offices statewide offering tax, accounting, audit, and consulting services. Directly competes with BDM for similar Montana SMB and individual clients across the same region.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

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 Boyle, Deveny & Meyer