Customer Connection August 2024

Cornerstone Group © 2024 AUGUST 2024 Western Sage isn’t your typical accounting firm. Founded in 2011 by Larry Heiser and Kristi Baumstarck, this powerhouse partnership blends decades of experience with a genuine passion for helping businesses succeed. It offers top-notch accounting and business consulting services. RANGE BUSINESS SPOTLIGHT: WESTERN SAGE ACCOUNTING, INC. Larry has been an accountant in the area since 1986. He began his career in Casper, Wyoming, where he navigated the ups and downs of the oil and gas industry. A brief stint in Denver followed, but Larry's heart was always in Worland. He returned in 1986 and has stayed ever since, giving him a deep understanding of the local business landscape. Kristi is a North Dakota native who moved to Wyoming in 1985. She worked for First National Bank and Farm Credit Services before joiningWestern Sage in 2001. After taking a break to focus on her family, she returned in 2013 with renewed dedication. Kristi holds an EA license from the IRS. Teamwork is at the heart of Western Sage. With eight year-round employees and two additional staff members during tax season, every detail is meticulously handled. The firm specializes in generational business transitions and tax planning, emphasizing the importance of preparing clients for changes in tax laws, especially upcoming shifts in estate tax regulations. Their goal is to save clients from future struggles and highlight the importance of planning. Kristi particularly enjoys working with agricultural clients, which make up a significant portion of their business. They have clients as far away as Forsyth, Montana, and their reputation has grown primarily through word of mouth—a true testament to client satisfaction. Western Sage has embraced technological advancements, working with Range’s Randy Hyder, MSPManager, and Tobi Johansen, Business Solutions Specialist, to upgrade their phone system and enable seamless computer system protections. Initially cautious about the transition, especially during tax season, Larry found it smoother than expected. Range’s highspeed internet paired with a 3CX phone system and Managed Services Protection have greatly benefited the firm. Outside the office, Larry is an avid hunter, specializing in big game and bird dogs, particularly English field cocker spaniels. Kristy enjoys horseback riding and spending time with her family. With her youngest daughter graduating this year, she's preparing for the transition to an empty nest. Western Sage stands out not just for their professional expertise, but also for their personal touch and commitment to clients. Larry, Kristy, and their dedicated team provide peace of mind by ensuring all accounting and business consulting needs are met with precision and care. Call them at 307-347-3633 or visit westernsagecpas.com to learn more. GaryWantulok, CPA Owners Larry Heiser (back row, third from left) and Kristi Baumstark (back row, second from left) with the rest of the Western Sage Accounting, Inc. team

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