Anderson ZurMuehlen Announces Promotions for 2018

 

Anderson ZurMuehlen announces the promotion of Kapri Byrne, CPA, QPA, QKA, to shareholder. Her experience includes defined contribution plan design and administration for the firm’s sister company, Employee Benefit Resources. Byrne has a Master of Professional Accountancy and a Bachelor of Science in Business from Montana State University. She has been with the firm since 2005 and is a member of the American Institute of Certified Public Accountants and the Montana Society of Certified Public Accountants.

Erin Furr, CPA, to shareholder. She specializes in tax consultation, including individuals, partnerships and corporations. Furr has a Master of Professional Accountancy and a Bachelor of Science in Business with an Accounting Option from Montana State University and joined the firm in 2001.

Heather Walstad, CPA, to shareholder. Walstad specializes in audit examinations, evaluation of internal accounting control systems, financial statement preparation and review, compliance audits, and tax planning and preparation for individuals, corporations, partnerships and nonprofit organizations. She has a Master of Accountancy and a Bachelor of Science in Business with an Accounting option from Montana State University. Walstad joined the firm in 2005.

Kendra Freeck, CPA, QuickBooks ProAdvisor and Not-for-Profit Certificate II, to senior manager. Freeck has experience with tax return preparation financial statements, audits, and QuickBooks®. She has a Master of Professional Accounting and a Bachelor of Science in Business with an Accounting Option from Montana State University. Freeck joined Anderson ZurMuehlen in 2006.

Steven Johnson, CPA, to senior manager. His experience includes tax planning and compliance reporting for individuals and businesses. He also consults for litigation cases on economic damages, forensic accounting, and liability issues. Johnson has a Master of Science in Economics from the University of Oregon and a Bachelor of Arts in Economics and Political Science from the University of Montana. He has been with the firm since 2007.

Kiely Thoen, CPA, was promoted to senior manager. She has tax, audit and accounting experience related to financial statements, audits, and tax return preparation. Thoen has a Master of Accountancy and a Bachelor of Science in Business Administration – Accounting from the University of Montana. She joined the firm in 2007.

Kelsey Crampton, CPA, was promoted to manager. She has accounting experience related to financial statements, audits, and tax return preparation for individuals and businesses. Crampton has a Master of Accountancy and a Bachelor of Science in Business Management from Rocky Mountain College and joined the firm in 2010.

Ashley Curry to Client Success Manager. Curry works with clients and Anderson ZurMueheln Technology Services staff to ensure maximized value in services thru project management, communications, and training. She has a bachelor degree in business from Montana State University and has been with the firm since 2012.

Caitlin Derry, CPA, has been promoted to supervisor. Her area of expertise includes tax planning and preparation for corporations, partnerships, and individuals. Prior to becoming a CPA, she founded and managed a small business for nine years. Derry has a Bachelor of Arts in Biology from Colorado College and a Master of Science in Environmental Studies from the University of Montana. She joined the firm in 2013.

Jan Higgins has been promoted to manager. She specializes in full charge bookkeeping services, financial statement preparation, and consulting with clients to improve internal accounting operations. Higgins also assists with the preparation of individual and entity tax returns and has been with the firm since 1997.

Anna Horne, CPA, has been promoted to manager. Her experience includes accounting, financial statement analysis, tax consultation and preparation, and succession planning for corporations, partnerships and individuals, specializing in agriculture-based clients. Horne has a Bachelor of Arts in Accounting from Carroll College and has been with the firm since 2010.

Grace McKoy, CPA, to manager. Her experience consists of attest engagements including audits, compilations, and reviews for insurance companies, government entities and for both for-profit and nonprofit organizations. McKoy has a Master of Accountancy and a Bachelor of Science in Accounting from the University of Montana and joined the firm in 2012.

Kelsey Mundt has been promoted to manager. Mundt works for Upstream Academy, a division of Anderson ZurMuehlen that provides consulting services for CPA firms across the country on career development, leadership skills and management training. Her position focuses on the Emerging Leaders Academy for new managers. Mundt coordinates conferences and webinars for 2,000 participants annually. She has a Bachelor of Arts in Anthropology from the University of Montana and has joined the firm in 2007.

Laura Craft (Gittens), CPA, has been promoted to supervisor. Craft’s experience includes accounting and audit examinations for government agencies, nonprofits, insurance, and employee benefit clients. She also evaluates internal accounting control systems and tax preparation for individuals. She has a Bachelor of Arts in Accounting from Carroll College. Craft joined the firm in 2010.

Carolyn Yampradit, Advanced QuickBooks ProAdvisor®, was promoted to supervisor. She facilitates classes and workshops on QuickBooks accounting software and consults with entrepreneurs and small businesses to configure and troubleshoot their accounting systems. She has a Bachelor of Science degree from Eastern Montana College and has been with the firm since 1999.

Megan Adams, CPA, has been promoted to senior. Adams’ experience includes accounting, financial statement analysis, tax consultation and preparation for corporations, partnerships and individuals, specializing in captive insurance clients. She has a Master of Accountancy and a Bachelor of Arts in Anthropology from the University of Montana and joined the firm in 2015.

Jerraca Allhands, CPA, to senior. She has experience in auditing for governmental and nonprofit agencies as well as tax preparation for corporations, partnerships and individuals. Allhands has a Bachelor of Arts in Accounting and Business Administration with Concentrations in Finance and Management from Carroll College and joined the firm in 2015.

Cayley Fish, CPA, has been promoted to senior. Fish specializes in auditing governmental and nonprofit entities. She also does tax preparation for corporations, partnerships, individuals, estates and trusts. Fish has a Bachelor of Science from Montana State University-Billings and joined the firm in 2015.

Jessica Short, CPA, has been promoted to senior. She has experience in audit examinations and internal audits for nonprofits and governmental organizations. Short has a Bachelor of Applied Science in Accounting and Management from Montana Tech of the University of Montana and joined the firm in 2013.

Mandy Smith, CPA, has been promoted to senior. Smith’s experience includes accounting, financial statement analysis, tax consultation and preparation for corporations, partnerships and individuals. She has a Master of Professional Accountancy and a Bachelor of Science in Business Administration with an Accounting option from Montana State University. Smith joined the firm in 2014.

Mari Jean Bellander, has been promoted to staff II. has experience in payroll, accounts receivables. She is a small business owner and has a background in accounting and computer information systems. Bellander has a Bachelor of Applied Science degree in in Management and Technology from Great Basin College in Elko, Nevada. Bellander joined the firm in 2015.

Veronica Carey has been promoted to staff II. She specializes in general bookkeeping tasks including reviewing monthly financial data and preparing financial statements as well as consulting on individual and corporate tax. Carey has a Bachelor of Arts in Accounting and Business Administration from Carroll College and joined the firm in 2012.

Dylan Dahl has been promoted to staff II. He has experience in auditing work including audit examinations, systems design and implementation, evaluation of internal accounting control systems, and financial statement preparation and analysis. Dahl has a Bachelor of Science degrees in Accounting, Marketing and Management from Montana Tech and joined the firm in 2016.

Alyssa Woy Kissell has been promoted to staff II. Her experience includes payroll, bookkeeping, financial preparation and individual tax returns. Kissell has a Bachelor of Science in Accounting from Montana Tech and joined the firm in 2008.

For 60 years, Anderson ZurMuehlen & Co., P.C. has been building relationships and providing valued services and solutions that create better communities. As the largest Montana-owned CPA firm, they serve clients throughout Montana, the U.S. and beyond through seven office locations across the state. They are also an independent member of BDO Alliance USA, a national alliance of CPA firms. The Helena office is located at 828 Great Northern Blvd, 4th Floor. For more information, visit azworld.com.

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