News

The Anderson ZurMuehlen newsroom includes current news, releases and industry updates. If you want to stay connected with us in other ways, follow our posts on LinkedIn, Facebook and Google+.

Rick Reisig Will Receive The George D. Anderson Distinguished Service Award

The Montana Society of CPAs announced that Rick Reisig, Shareholder, will be presented the association’s highest honor, the George D. Anderson Distinguished Service Award, which is in memory of one of Anderson ZurMuehlen’s original founders. Rick will be honored on June 19 at the 2014 annual meeting.

Read More Anderson ZurMuehlen News

 

QuickBooks® Intermediate II

Taking QuickBooks to the Next Level

Similar to the Intermediate QuickBooks 1 class, the topics covered in this session teach users how to enter uncommon transactions in accounts receivable and accounts payable.  The class includes instructions on properly accounting for a line of credit, recording employee purchases and advances, using pricing levels, recording customer down payments, and much more!  Join us for this class to learn about:

  • Accounts Payable – vendor credits, voiding prior period transactions, employee purchases and advances, debit card and EFT transactions, petty cash, line of credit and vendor refunds
  • Accounts Receivable – cleaning up AR balances, credit memos, pricing levels, customer down payments, NSF checks, recording bad debt and using multiple AR accounts
  • Online banking
  • Recording vehicle
  • Understanding journal entries
  • Using advanced search filters
  • Using advanced reporting filters

Instructor: Vickie Caldwell, CPA, Manager, Certified QuickBooks ProAdvisor. Vickie prepares payroll, quarterly and year-end reports in addition to general bookkeeping tasks as part of Controller Services. She has a Bachelor of Science in Accounting from MacMurry College.

Registration information from Career Training Institute or call 406-443-0800

Return to QuickBooks Class Schedule

QuickBooks® Intermediate

For many users, performing common, day-to-day transactions in QuickBooks poses few challenges. The Intermediate class is designed for people who want to learn how to use some of the more advanced features available in QuickBooks.  This class covers in-depth information on using accounts receivable and accounts payable along with other functions available in QuickBooks.  We’ll cover:

  • Accounts Receivable processes – invoicing, applying payments, preparing customer statements and generating meaningful AR reports
  • Accounts Payable processes – entering bills, printing checks, applying credits, and generating meaningful  AP reports
  • Recording trades between vendors and customers
  • Tips and tricks when memorizing reports
  • Using the Loan Manager function
  • Creating and using budget
  • The basics of modifying templates

A manual will be available for practicing functions learned in the seminar.

Instructor: Vickie Caldwell, CPA, Manager, Certified QuickBooks ProAdvisor. Vickie prepares payroll, quarterly and year-end reports in addition to general bookkeeping tasks as part of Controller Services. She has a Bachelor of Science in Accounting from MacMurry College.

Registration information from Career Training Institute or call 406-443-0800

Return to QuickBooks class schedule

 

QuickBooks® Payroll

This class will cover how to set up payroll and process yearly and quarterly reports. Included will be:

•Review opportunities for tracking payroll and payroll taxes by class (or segment of your business)

•Create a separate report to track payroll expense by a class

•Generate, customize, and print reports and graphs

•Activate the payroll feature and setup the company’s payroll system, including payroll items. (Vacation, Sick, Retirement, Cafeteria, and other payroll deductions)

•Setup employee information, including address, hire date, and earnings

•Prepare payroll checks and related federal and state payroll liability checks

•Discuss and prepare computer generated federal quarterly reports

•Discuss and prepare computer generated W2′s

A manual will be available for practicing functions learned in the seminar.

Instructor: Vickie Caldwell, CPA, Manager, Certified QuickBooks ProAdvisor. Vickie prepares payroll, quarterly and year-end reports in addition to general bookkeeping tasks as part of Controller Services. She has a Bachelor of Science in Accounting from MacMurry College.

Registration information from Career Training Institute or call 406-443-0800

Return to QuickBooks class schedule

Pam Guschausky, Shareholder, quoted in Great Falls Tribune story about Highwood’s new fire hall

After 15 years, Highwood gets new fire hall

Written by David Murray, Great Falls Tribune Staff Writer
Oct. 29, 2013

Space was so tight in the old fire hall that there was barely enough room for firefighters to squeeze past the equipment. There was no room for training, or even to maintain the vehicles. The trucks were packed in so tight, firefighters couldn’t even open all their side storage compartments because the doors couldn’t swing past the walls or the truck parked next to them.

In the late 1990s, the Highwood Fire Department began a building fund to eventually replace the old hall.

Over the years, grateful residents whose lives, homes and property had been saved contributed to the fund. Proceeds from the fire department’s annual Mother’s Day breakfast were added to the pot as well.

However, the single largest contributor toward the completion of a new fire hall in Highwood was grants from the Lippard-Clawiter Foundation.

Established in 1980 through an endowment from residents Charles and Gina Lippard, the foundation grew to be Chouteau County’s largest philanthropic organization after sizeable contributions from Max and Grace Clawiter.

“The Lippards and the Clawiters were just very community minded people who felt strongly that they wanted their money to do some good things for their community,” said Pam Guschausky, secretary treasurer for the Lippard-Clawiter Foundation. “The whole idea was for those funds to go on forever and to do good in the community that they felt so passionate about.”

The Lippard-Clawiter Foundation helps fund a wide range of charitable organizations in Chouteau County.

According to Guschausky, in 2012, the foundation gave more than $376,000 to groups ranging from public libraries to cancer patient support groups.

Over the past decade, the Highwood Fire Department has been a major beneficiary of their support.

“I’d say 90 percent of the money for the fire hall came from that foundation,” Birgenheier said. “Now we can store all of our trucks in a single, heated building. We can have more hands-on training — even when the weather’s bad and we can’t get the trucks outside — we can at least get around them and open the compartment and work on them.”

Even so, the new fire hall in Highwood is far from opulent.

“Down the road we still need to hopefully put a bathroom in,” Birgenheier said. “We need some storage lockers and work benches. And we still need to do more work on the outside — more gravel in the parking lot.”

“It just takes some time,” he added.

Read More Anderson ZurMuehlen News

Rick Reisig Has Been Elected to the National Association of State Boards of Accountants

Governor Steve Bullock Appoints Dan Vuckovich to the Montana Board of Public Accountants

Dan Vuckovich, Shareholder, was recently appointed to the State of Montana’s Board of Public Accountants. Board members are appointed by the Governor with Senate confirmation and they serve a four-year term. Dan provides financial reporting and tax services for corporations, partnerships, and individuals. His service concentrations include business consulting, litigation support, business valuation, and forensics accounting.

He is a member of the American Institute of Certified Public Accountants, the Council for AICPA and the Montana Society of Certified Public Accountants. Dan graduated from the University of Montana with a Bachelors of Science in Accounting. He can be contacted by email or at 406.727.0888.

Read More Anderson ZurMuehlen News

Anderson ZurMuehlen Designs a Performance Metrics Dashboard for Accounting Firms

ClarifyPM is an easy-to-use, customizable business intelligence dashboard for CCH ProSystem fx Practice Management users. Personalized dashboards provide answers on demand, from partners monitoring staff performance to consultants working to meet their production budgets. ClarifyPM delivers clear insight, robust functionality, and simple, inexpensive licensing. ClarifyPM was exhibited at the CCH Connections User Conference on October 27th in Phoenix, Arizona.

“ClarifyPM shows every consultant in our firm what they need to achieve, and allows our firm leadership to quickly monitor staff and engagement performance,” said Don Laine, CEO of Anderson ZurMuehlen & Co., P.C.

ClarifyPM was designed in-house at Anderson ZurMuehlen to give staff members personalized dashboards with the key information they need to fulfill their specific roles within the firm. ClarifyPM uses our proprietary business intelligence platform, ClarifyBl, built from the ground up to deliver a fast, responsive user experience. Features of the software include:

  • On-premise solution that installs side-by-side with CCH ProSystem fx Practice Management.
  • Web-based dashboards accessible from any web browser on any device on your network.
  • Numerous client, employee, and project performance metrics, plus the ability to customize and create your own.

For more information about ClarifyPM or to request a software demonstration, contact Luke Muszkiewicz, Product Manager, at 406.442.1040, or  visit the ClarifyPM website.

clarifypmlogo

Read More Anderson ZurMuehlen News

 

Anderson ZurMuehlen Announces Promotions

Anderson ZurMuehlen announces the promotion of Robert Culpon to chief operations officer and shareholder. As COO, Culpon will work closely with Anderson ZurMuehlen shareholders and management to direct the day-to-day operations & improve operational efficiencies. Culpon brings more than 23 years of experience to his new position. He has been with the firm since 2002.

Carol Jaeger has been promoted to shareholder. She specializes in tax preparation and for-profit business consulting. Jaeger joined the firm in 2005 and is a QuickBooks ProAdvisor. She has a Bachelor of Science in Business Administration and Accounting from the University of Montana and has been with the firm since 2005.

Kellie Langer has been promoted to shareholder. Langer is a certified Professional in Human Resources, a member of the Society for Human Resource Management, and a licensed Montana Insurance Producer. She has over 20 years of experience in employee benefits. Langer’s experience includes human resources consulting, retirement plan processing, and benefit designs including alternative insurance designs, flexible benefit plans and executive benefit plans. She manages Employee Benefit Resources, Inc., a sister company of Anderson ZurMuehlen & Co., P.C., and has been with the firm since 1997.

Erin Furr, CPA, has been promoted to senior manager with Anderson ZurMuehlen. Furr joined the firm in 2011 through a merger with Hamilton Misfeldt & Co. She had worked with this firm since 2001. Furr specializes in tax consultation, including trusts, estates, nonprofits, and corporations. She has a Master of Professional Accountancy and a Bachelor of Science in Business with an Accounting Option from Montana State University.

Angela Murdo, CPA, CFE, has been promoted to senior manager. She provides business consulting services and performs audits for financial institutions, nonprofits, and corporate clients. Murdo has a Masters of Accountancy and a Bachelor of Science in Business Administration from the University of Montana. She has been with the firm since 2001.

Linsay Carlson, CPA, has been promoted to senior. Her experience includes accounting, tax preparation, financial statement analysis and audit exams for nonprofits, government entities, employee benefit plans and corporations. She has a Bachelor of Arts in Business and Communication and a Post-Baccalaureate Accounting Certificate from Linfield College. She joined the firm in 2011.

Lyndsey Geering, CPA, has been promoted to manager. Her areas of expertise include financial statement and compliance audits for nonprofits and local governments and tax services for individuals and businesses. Geering has a Bachelor of Science in Business Administration with an Accounting Option from Montana State University and has been with firm since 2011.

Tami Hanson, CPA, was recently promoted to manager. She has experience with financial statements, audits, and tax preparation for businesses. Hanson has a Bachelor of Science with an Accounting Option from Montana State University and she has been with the firm since 2007.

Skyler Knuchel has been promoted to senior. Knuchel’s experience includes audit examinations, evaluation of internal accounting control systems, financial statement preparation and analysis. He also prepares tax returns for individuals, partnerships and corporations. Knuchel has a Bachelor of Science in Business Information Systems with an Accounting Option from Montana Tech of the University of Montana. He has been with the firm since 2011.

Keith Bushnell, QKA, was promoted to Manager. He provides administration services for retirement plans including 401(k)s, profit sharing, money purchase pensions and ESOPs. Bushnell joined Employee Benefit Resources, Inc., a sister company of Anderson ZurMuehlen & Co., P.C., in 2004 and has an Accounting degree from the University of Montana.

Kendra Freeck, CPA, was recently promoted to manager. Freeck has experience with 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 has been with Anderson ZurMuehlen since 2006.

Kate Oswald, CPA, has been promoted to senior. She joined the firm in 2011 through a merger with Hamilton Misfeldt & Co. and had worked for that firm since 2010. Oswald specializes in governmental audits, and tax preparation. She works with cities, airport authorities, nonprofits, school districts and corporations. Oswald has a Master of Professional Accountancy and a Bachelor of Science in Accounting from Montana State University.

David Pfile, CPA, has been promoted to senior. He joined the firm in 2011 through a merger with Hamilton Misfeldt & Co. and had worked for that firm since 2010. Pfile specializes in tax planning and has audit experience with nonprofits, auto dealerships, government and credit unions. He has a Master of Accountancy and a Bachelor of Science in Accounting from the University of Montana.

Andrew Durkin, CPA, was promoted to supervisor. Durkin’s experience includes tax planning and preparation, audit examinations and financial statement analysis. He has a Master of Professional Accountancy and a Bachelor of Science in Business from Montana State University. Durkin has been with the firm since 2008.

Jill Galle, CPA, has been promoted to supervisor. Her experience includes accounting and financial statement analysis. Galle also performs audits for nonprofits, government entities, and corporations. She has a Master of Accountancy and a Bachelor of Science in Accounting from the University of Montana and has been with the firm since 2008.

Kiely Sampson, CPA, was promoted to supervisor. She has audit and accounting experience related to financial statements, audits, and tax return preparation. Sampson has a Master of Accountancy and a Bachelor of Science from the University of Montana. She joined the firm in 2007 and recently relocated from the Missoula office.

Callie Blanton, CPA, has been promoted to senior. Blanton specializes in financial statements, audits and accounting for nonprofit, government and corporations. She has a Master of Professional Accountancy and a Bachelor of Science in Business with an Accounting option from Montana State University. Blanton has been with the firm since 2010.

JulieAnn Culpon, SPHR, has been promoted to human resources manager. She manages benefits, recruitment and staff development. Culpon has served as the communications director for the Society of Human Resource Managers Helena board of directors since 2011. She has a Bachelor of Arts degree in Liberal Arts from Magdalen College and has been with the firm since 2007.

Randy Parmer, MCP, has been promoted to help desk supervisor for information system services which provides support for end users on all areas of Information Technology. Parmer conducts needs assessments, evaluates assistance currently being offered and develops approaches to enhance firm capabilities for user support. Parmer has an Applied Science in Computer Technology/Network Administration from The University of Montana-Helena College of Technology and has been with the firm since 2007.

 Read More Anderson ZurMuehlen News

 

 

Anderson ZurMuehlen Supports Florence Crittenton’s Fundraiser by Creating a Designer Bra

Independent Record-Aja Rail, an administrative professional at Anderson ZurMuehlen, puts the finishing touches on the office’s elaborate bra entitled, $weet and $a$$y, for Florence Crittenton’s third annual Support Our Girls event being held Thursday, Aug. 22, at Green Meadow Country Club from 6-9:30 p.m.‘It’s such an honor for us at Anderson ZurMuehlen to get the opportunity to be a part of such a great cause,’ said Rail. ‘Working together as a team with such amazing women for a group of even more amazing women. It’s such a treat.’Florence Crittenton provides support through community-based and residential services to young parents, their children and families to help promote health, strong families and positive life outcomes. The event brings ‘bra-tists’ from around the community to make creative pieces of art based around the brassiere. The art will be auctioned off in a summer setting with entertainment from local artists and personalities to raise money for the nonprofit. The art piece from Anderson ZurMuehlen will be accompanied by a basket of goodies donated by Boxwoods and Cobblestone Clothing. Tickets are available online at www.supportourgirls.com or by phone at 442-6950 ext. 204 and are $45, which includes a complimentary cocktail and hors d’oeuvres.

Photo credit: Eliza Wiley, Independent Record

Read More Anderson ZurMuehlen News