Logan Montgomery
Smart Financial Solutions for Law Firms
Logan Montgomery
Accounting Assistant
About
Logan joins CPN Legal, excited to provide extraordinary service to our clients. His prior roles in customer service & client management built the perfect foundation to assist our clients with their books. Logan excels at creating processes for clients, managing client databases, and keeping QuickBooks up to date.
Logan understands the importance of tailoring a process to match the client’s workflow. His detail-oriented mindset means that clients are in great hands to receive accurate and timely financial data.
Fun Fact:
When eating out, his favorite spot is Valley House, a sports bar near his home.
Areas of Expertise:
- Bank Reconciliation
- Quickbooks Online Setup
- Excel & Reporting
- Clio Setup & Integration
Education
- University of Cincinnati, Cincinnati, OH
- Business Administration, Marketing & Business Economics
Employment
- Customer Service Account Specialist: Total Quality Logistics
- Logistics Coordinator: Total Quality Logistics
- Peer Tutor: University of Cincinnati Learning Commons
- Accounting Intern: UMC Food Ministry