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Joe Montgomery III

GroupUP
Partner/CEO/President
joe.m@groupup.group
346-348-2516

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Raised in a CPA family, and as a partner at Montgomery & Company, CPAs, Joe is well aware of the challenges that face today’s leaders; an evolving workforce, rapid changes in client expectation, major technology disruption, and the seeming elusive fight for work-life balance. Joe has spent hundreds of hours coaching small business clients and loves firm owners. While creating a self-sustaining local firm, he has made connections with hundreds of accounting firm leaders and coached many. Now, Joe is devoting all his time to helping modern firm leaders. 

About Us: GroupUP is a group of modern accounting firms growing and getting better together. GroupUp helps accounting firm leaders get clarity and confidence through intentional group and one-on-one coaching, workshops, and events.

Archived Webinars

COLLABORATE FOR CAPACITY IN YOUR CPA FIRM
Recorded Date October 19, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm     
HOW TO SCALE HIGH-VALUE ADVISORY SERVICES IN YOUR ACCOUNTING FIRM
Recorded Date September 29, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
WINNING TODAY'S WAR FOR TALENT: RECRUITING & RETENTION
Recorded Date May 13, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personnel/Human Resources  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm