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Accounting & Consulting

services

 

 

Located in Biddeford, PGM, LLC is a purveyor of accounting and consulting services. 

PGM, LLC opened in 2018 and is located in the heart of downtown Biddeford, Maine. 

 

Phone

(207) 415-5714

 

Location

319 Main St
Biddeford, ME 04005

 

 

 

 

"As a small non-profit I need to have someone who understands the financial dynamics of a non-profit, the needs, reporting requirements, audit rules, etc. I feel like I have found that and more in working with Peter, he has often gone above and beyond to ensure we are in compliance, as well as provided me with an added level of confidence in our strategies moving forward. I would highly recommend them without hesitation to any other non-profit looking for professional, thoughtful and knowledgeable accounting services." 

                   -- Client Testimonial

 

Accounting Services

PGM, LLC provides services to move our clients forward by improving their accounting functions. We take a multiple discipline approach using state of the art programs, reengineering processes for both financial and statistical data and joining them together to help provide real time solutions.

We educate your management team, both financial and program team members, to better understand and manage the data they are receiving.

If you are a small organization we provide on going accounting services from outsourcing your accounting department to providing an additional level of internal control, mentoring for team members and Board of Director support.

We provide:

  • Full outsourcing of the account function

  • Outsourcing of selected components of the accounting function

  • Grant management services

  • Cash management services

  • Dash board implementation

  • Customized seminars on various accounting topics


Attest & Tax Services

The ever changing landscape of financial and tax compliance rule creates ongoing obstacles for planning the future direction of your organization. PGM, LLC brings these changes to you in real life ways to implement them as they change.

We provide attest services to include:

  • Compiled, Review and Audit services

  • Federal audits under Uniform Guidance

  • State audits under MAAP

  • Internal Control review services

  • Operations review

We provide tax services to include:

  • Tax return preparation

  • Formation guidance for nonprofits

  • Form 1023 and 1024 filings

  • UBIT guidance


Community Support

PGM continues to look for ways to support the valuable work the nonprofits do to support the people throughout Maine.

As part of this effort we are happy to offer free hot-line advice to nonprofits. 

 

 

"Our agency came to know Peter during a troubling fiscal crisis.  His knowledge is vast and his dedication to quality is extraordinary.  His style provides for constant interaction that lends to an atmosphere of calm.  Professionals such as Peter are a rare find.  I am happy that we engaged him during that period and that our relationship has continued as our agency now utilizes his auditing services." 

-- Client Testimonial

 

 
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Peter G. Montano, CPA

Peter Montano is a Director at PGM, LLC

Full Bio

Contact:

peter@pgmaccounting.com

(207) 415-5714

 

 
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Nancy A. Chase, CPA

Nancy Chase is a manager at PGM, LLC

Full Bio

Contact:

nancy@pgmaccounting.com

(207) 415-5768

 

MICHELE STAPLES, CPA

Michele Staples is a director at PGM, LLC

Full Bio

Contact:

michele@pgmaccounting.com

 
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Ruth walsh, cfe

Ruth Walsh is a CFO Consultant at PGM, LLC

Full Bio

Contact:

ruth@pgmaccounting.com

 
 

John Davison

John Davison is a CFO Consultant at PGM, LLC

Full Bio

CONTACT:

john@pgmaccounting.com

207-754-3171

 

Colleen Haley-Read, MBA

Colleen Haley-Read is a senior accountant at PGM, LLC

Full Bio

Contact:

colleen@pgmaccounting.com

 

Mallory Taylor

Mallory Taylor is a Senior Accountant at PGM, LLC

Full Bio

Contact:

mallory@pgmaccounting.com

(207) 423-7930

 
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Karen l. Montano

Karen Montano is the business manager at PGM, LLC 

Full Bio

Contact:

karen@pgmaccounting.com

 

Employment Opportunities

We are not currently hiring.