Clean, dependable books for the businesses that keep the south shore running — vacation rentals, restaurants and shops, orchards, and the contractors who build here. Handled month after month by a Montana bookkeeper an hour up the lake, not a call center three time zones away.
Polson earns its living from the lake — and that shapes everything about how money flows through a business here. AJM Consulting keeps your books accurate and current every month, so when a decision has to be made, the numbers are already there.
Polson (ZIP 59860) sits at the south end of Flathead Lake and serves as the county seat of Lake County. It's where boaters put in, where visitors stop for a meal and a night's stay, and where the famous Flathead cherry orchards along the lake's east and south shores bring their crop to market each July. Tourism, lake recreation, agriculture, retail, dining, healthcare, and the trades all mix in one small city — and each of those businesses needs its books kept a little differently.
That's the work we do. If you rent out lake properties, we track every unit on its own. If you run a restaurant or a storefront on Main Street, we reconcile the card deposits and show you your real margins. If you grow cherries or farm in the Mission Valley, we organize a year where the expenses come long before the income does. And because our founder spent years running construction and roofing crews before becoming a bookkeeper, Polson contractors and tradespeople get job-costing from someone who has actually lived on that side of the invoice.
Unit-by-unit income and expenses, Airbnb and VRBO payout matching, and organized lodging-tax records for your lake properties.
Books organized for a farm year — input costs tracked through the season and matched against harvest income.
Daily sales and merchant deposits reconciled, sales categories tracked, and true margins visible month to month.
Costs tied to each job so you know what every project earned — set up by a bookkeeper with a construction background.
Setup, cleanup, and monthly upkeep in the cloud — the reason working with us from Polson is effortless.
Every account reconciled, every month closed on time, and reports delivered with a plain-English explanation.
It happens to nearly every lake-town business — the visitors show up, the days get long, and the bookkeeping waits. We specialize in catch-up work: months of transactions categorized, accounts reconciled back to the bank, and a tidy file handed to your tax preparer. Then we put a monthly rhythm in place so you never fall that far behind again.
Most Polson clients work with us the modern way: the books live in QuickBooks Online, documents move through secure cloud tools, and questions get answered with a phone call to someone who picks up. When an in-person meeting matters — a kickoff, a year-end review, a messy problem that's easier to untangle side by side — we're in Kalispell, roughly fifty miles up MT-35 along the lake. That combination is the point: remote-first convenience, local accountability.
A national bookkeeping app can't tell your cherry-harvest deposit from your rental payout, and it has no idea what the Fourth of July weekend means to a Polson restaurant. We do, because the Flathead is home. You'll work with one consultant who learns your business and stays with it — the same person, every month, every question.
Based in Kalispell, serving Polson and businesses all the way around the lake — in person across the region and remotely throughout Montana.
Free 30-minute consultation. We'll talk through your Polson business, where the books stand today, and exactly what it would take to get them handled — no pressure, no obligation.