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Anderson ZurMuehlen Founder George Anderson Recently Inducted into the Accounting Hall of Fame

Accepting the award on behalf of their father, George Anderson, are (pictured left to right): Debi (daughter), David (son), Margaret (daughter-in-law), Dick (son), Bruce Behn (American Accounting Association, Past President)

Helena, MT—The American Accounting Association announced that George Anderson was inducted in the Accounting Hall of Fame at the organization’s annual meeting in National Harbor, Maryland.

George Anderson (1920-2001) was a founding partner of Anderson ZurMuehlen & Co., P.C. along with Carl ZurMuehlen. The firm was founded 61 years ago in Helena. Anderson served as president of Anderson ZurMuehlen until 1984 and then chair of the board until he retired in 1987. Anderson served as president of the Montana Society of CPAs, Chairman of the Board of the American Institute of Certified Public Accountants and was an active member of the business community in Helena and across the state serving on many boards.

The American Accounting Association Hall of Fame originated in 1950 to honor accountants who made or make significant contributions to the advancement of accounting. Since the Hall of Fame was established, 93 accountants have been inducted nationwide.

Since 1957, 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.

For more about George Anderson, click here.

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Carolyn Yampradit is our Level I Visionary Award Winner

Carolyn customized an accounting package using QuickBooks Online, Hubdoc, and Bill.com cloud applications that automate the daily accounting and bill payments for a client. Data entry has been replaced with optical character recognition of scanned documents and the documents are auto filed in the HubDoc cloud application for anywhere/anytime access.  Bank statements are available for use in HubDoc from the banking institution on the date issued.  The bank reconciliation took Carolyn just 20 seconds to complete and the financial statement was issued on the second day of the month. The client uses a HubDoc phone app or HubDoc email address to capture the purchase information.  Carolyn’s initiative in researching a solution for the client demonstrates what it means to be visionary.

Congratulations Carolyn!

FASB and Private Company Council Town Hall

The MSCPA is offering direct input to Private Company Council (PCC) and the FASB at the MSCPA’s 105th Annual Conference.  The “Town Hall” session will be a part of the general session on June 21, 2018.
For more information and to register for this event, click here!

2018 Advanced Accounting Issues for Nonprofits

Plan to attend the 5th Annual Advanced Accounting Issues for Nonprofits Conference and complete the registration form below.

Tuesday, May 22, 2018

8:00 a.m.-5:00 p.m.

Location: Gran Tree Hotel, Bozeman, MT

Agenda Topics:

  • Accounting Update
  • Financial Statement Presentation – What You Need to Know
  • Benchmarking for Your Organization
  • 990 Update
  • Breakout Sessions: HR 101 / Board Governance / Budgeting & Forecasting
  • Practical Approach to Security & Technology for Your Organization

Who should attend: CPAs, CFOs, Controllers, and others who record and report financial transactions

Cost: $195 for first participant from your organization, $150 for each additional attendee. CPE credit is available.

 

Click here to register!

 Advanced Accounting Issues for Nonprofits Registration form below.   

Registration deadline is May 12.


 

Anderson ZurMuehlen Selected for Governor’s Equal Pay for Equal Work Task Force Award

Pictured from left: Krystal Stewart, shareholder,  Don Laine, CEO, Governor Steve Bullock, Cindy Utterback, shareholder, Suzanne Severin, shareholder, Amber Dushin, manager

Anderson ZurMuehlen is pleased to announce that it has been selected for the Governor’s inaugural Equal Pay Task Force Award.  This award is based on our firm, early on, taking a pledge to comply with Executive Order No. 12-2016.  In essence, our firm pledged to be transparent in our compensation practices by posting salary ranges in employment listings; certifying that we will not ask about wage history in employee interviews; and certifying that the firm will not retaliate or discriminate against employees who discuss or disclose their wages in the workplace.

The full press release issued by the Governor’s office is below: 

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On Equal Pay Day, Governor Bullock Renews Calls to Close Montana’s Wage Gap

Bullock signs new Executive Order, honors a Montana business

MONTANA – Five years after launching the Equal Pay for Equal Work Taskforce, Governor Steve Bullock on National Equal Pay Day renewed his charge to close Montana’s gender wage gap. Bullock unveiled a new Executive Order promoting equal pay while speaking at a Montana business that prioritizes workplace transparency.

“Every single hard-working family in Montana has a stake in ensuring women and men are paid a fair day’s wage for a fair day’s work,” Governor Bullock said. “Over the last five years Montana’s Equal Pay for Equal Work Task Force has taken steps to narrow the wage gap, and businesses have stepped up to revise their own workplace policies with equity in mind.”

 When the task force started its work in 2013, women were earning 66.7 percent of the median earnings of their male co-workers. Today, that gap has narrowed to 68.3 percent. Each of the 263,000 women who benefited from this change has earned more than they would have if the gap had not closed. In total, closing the gap by this percentage translates to roughly $128 million additional wages in Montana’s economy.

When comparing the earnings of full-time, year-round workers, Montana women earned 72.9 percent of men’s earnings in 2013. Today, that gap has narrowed to 73.6 percent. This progress has happened in-part by the task force leading a grassroots effort to encourage equity at Main Street businesses across Montana.

Bullock recognized Anderson Zurmuehlen, a Montana CPA firm, for its work in developing workplace policies that support families. The company signed Montana’s Equal Pay for Equal Work pledge and has implemented flexible scheduling, updated its maternity/paternity leave policy, and created a transparent process that allows staff to progress into shareholder roles. Sixty-three percent of Anderson Zurmuehlen’s shareholders are women.

Still, legislative efforts to close the wage gap in Montana failed during the 2017 session. Republicans tabled a bill that would have created increased wage transparency.

“More Montanans are in the workforce and wages are rising, we need to make sure they’re rising for men and women,” Bullock said. “Now is the time to put our foot on the gas pedal and accelerate the pace of progress.”  

For more information about Governor Bullock’s Equal Pay for Equal Work Task Force, visit www.equalpay.mt.gov.

The award was presented by Governor Bullock April 10, 2018.

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George Anderson Named into the Accounting Hall of Fame

Anderson ZurMuehlen is proud to announce that founding partner, George Anderson (1922-2001) was recently named into The Accounting Hall of Fame and will be formerly inducted by the American Accounting Association (AAA) in August 2018 during the organization’s Annual Meeting in National Harbor, MD. Other 2018 inductees include Mary E. Barth, Olivia F. Kirtley and Kenneth W. Stringer. The Hall of Fame, which originated at The Ohio State University in 1950, honors accountants who have made or are making, significant contributions to the advancement of accounting. Evidence of such service includes contributions to accounting research and literature, significant service to professional accounting organizations, wide recognition as an authority in some field of accounting, advancement of accounting education, and public service. Since its establishment in 1950, 93 leading accountants have been elected to the Hall of Fame. In 2017 the operations of the Accounting Hall of Fame were assumed by the AAA. The nomination process engages members of the Hall of Fame, the AAA and other professional accounting organizations.

George David Anderson a Montana native, Stanford graduate and World War II veteran, founded Anderson ZurMuehlen in October 1957 along with Carl ZurMuehlen in Helena, MT. He served as president of Anderson ZurMuehlen until 1984 and as chairman of the board from 1984 to 1987 when he retired. Additionally, he served as President of the Montana Society of CPAs in 1960, and as Chairman of the Board of the American Institute of Certified Public Accountants (AICPA) from 1981- 82. He led the AICPA’s special committee on standards of professional conduct responding to developments brought about by high profile bank failures and corporate bankruptcies. This initiative secured changes to the governance and continuing review of CPA qualifications which are recognized as one of the seminal events in the history of the CPA profession. In addition to his professional affiliations and accomplishments, George was an active member of the business community in the City of Helena and the State of Montana serving on numerous boards and committees throughout his lifetime.

You can learn about the Accounting Hall of Fame here.

 

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Butte Celebrates 40 Years!

On January 17, 2018, Anderson ZurMuehlen’s Butte office celebrated their 40th anniversary. To commemorate the occasion, they are celebrating throughout the year with their clients. Cheers to Butte!

 

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2018 Visionary Award Level I Winners Announced

Lyndsey Geering, Billings, Attest

Lyndsey implemented a new process for CCH Engagement Fund Trial Balance to improve the effectiveness of the software firm-wide. She worked with other attest staff to help them apply the process to government audits. It was Lyndsey’s ingenuity to take online training to learn more about the software and find a way to make the firm more efficient.  Quite simply, Lyndsey worked on a new process to improve efficiency, client service and realization that can be used for multiple engagements across the firm.

 

Sandy Bechard, Great Falls, Operations

Sandy saw a problem and found a way to make the engagement letter process more efficient. She created macros for all offices and two tutorial videos to provide step-by-step instructions to share with the Admin staff firm-wide. This new process allows Admin staff to use the most updated information in Practice Management when creating letters and removed the need to update both a spreadsheet and Practice Management. Sandy’s initiative to do more than her regular duties demonstrates what it means to be visionary.

 

To learn more about our Visionary Award, click here.

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Team Spotlight: Jan Schweitzer

Team Spotlight! In a recent testimonial from a happy client, Shareholder, Jan Schweitzer [Missoula] was applauded for her expertise, professionalism and overall client service. Jan truly lives the mission and values of Anderson ZurMuehlen – kudos Jan! 
 “I’m taking this opportunity to send Kudos and Accolades to AZ and especially to Jan Schweitzer. Our firm recently worked with Jan on both an Agreed Upon Procedures report and subsequently a Forensic Audit.  My practice has spanned now over three decades, for many years with a large regional firm, and most recently with my current small firm.  My practice in large part involves complex commercial litigation issues.  I have accordingly had the opportunity to work with any number of highly qualified accountants, auditors and business valuation experts.  I knew upon my initial review that Jan’s audit was superb in every way. I firmly believe in overtly recognizing exceptional talent – Jan has that.  I extend my Kudos and Accolades, first to Jan, and also to AZ for its standards of excellence demonstrated by people like Jan.”
– Anderson ZurMuehlen client

 

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Missoula Recruitment Open House

Are you a positive energetic person looking for an opportunity to grow professionally? We’re hosting a recruiting open house for college accounting/business/computer science majors. Students will tour the office and learn more about public accounting.

Missoula Office: Wednesday, February 1, 2018, 4:00-6:00 p.m. at 1821 South Ave West, 5th Floor.

Please RSVP to Jill Galle by email or 406.721.7800.

 

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