VisionQuest Business Mgmt Helena, Boulder MT and surrounding areas

About us

At VisionQuest Business Mgmt. Your Vision is our Quest. Since 1993, we have provided superior service to our clients and have assisted them in achieving their vision.

Our Values

Leadership: VisionQuest Business Mgmt. is always evolving as the needs of our clients change. You can rest assured that working with VisionQuest Business Mgmt., you will enjoy custom individualized service while always preserving “an edge” in your industry. We promise to deliver services and products that empower you and your business.

Teamwork: We make it our responsibility to know you and your business. We work closely evaluating your business to ensure that the solutions we provide are tailored to meet your unique needs and challenges in addition to freeing up your time to conduct your business, while we do the rest.
We are committed to your success.

Your Privacy will always be protected and absolute discretion will be used for confidentiality. Please see our Disclaimer page.

Credentials

VisionQuest Business Mgmt. started in 1993 as Cornerstone Bookkeeping / CTRL. Cornerstone Bookkeeping served clients in Helena, Boulder, and Townsend, Montana. Cornerstone CTRL was a marketing company and also the publisher for Tidbits of Jefferson County and Tidbits of Silver Bow County. These companies were sold and VisionQuest Business Mgmt. began in 2000 by owner, Lorien S. Lietz (formerly Brisbee).

Experience

Accounting/Bookkeeping - 19 years experience

Marketing - 19 years experience

Business Management - 19 years experience

Collections - 13 years experience

Human Resources - 7 years experience

Medical Billing - Insurance/Patient - 5 years experience

Real Estate Assistant - Marketing, Research, Etc. - 3 years experience

Also see our Testimonial Page. Additional References are available upon request.
Some of our previous and current clients: click here

Affiliations

Certified QuickBooks ProAdvisor 2008, 2007

AIPB - American Institute of Professional Bookkeepers - Member since 1995 - Cert.

SHRM - Society of Human Resource Management 2001-2004

Notary Public since 2000

>Q >Q
QuickBooks & Quicken Affiliate - Special discounts for VisionQuest and its clients w/ Free Shipping

Accomplishments

2008 Quickbooks Certification Course and Exam (16 CPE credits) Certificate of Completion

2007 Quickbooks Certification Course and Exam (16 CPE credits) Certificate of Completion

“Best Website of Downtown Helena”- 2006

From 1994-2004 we were involved in helping a service company expand from 12 employees, working out of a residence, to a corporate infrastructure with 100 employees and 4 locations/cities. Voted “Best in Helena” 9 years in a row. We were responsible for all the accounting (of all locations), all of the marketing (all locations), and HR - Human Resources.

Lorien Lietz, Owner 2001 2001

Life and Business

Lorien resides with her husband, Robert Lietz, and family in Boulder, MT where she has lived since 1995. She moved from Helena, MT and has always primarily worked in Helena. Clients have been served in Helena, Boulder, Butte, Whitehall, and Townsend, Montana. Daughter, Tayne Lietz or Tayne (Tingle) Lietz

Apprentice/Intern - (Our 2nd Nest)

Apprentice/Intern - (Our 2nd Nest)