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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.
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.
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
Anderson ZurMuehlen announces the hiring of three staff at their Great Falls office. Courtney Wendland, staff consultant, does accounting and audit work including financial statement preparation. Her client groups include nonprofits, school districts and businesses. She has a master’s degree in professional accountancy and a bachelor’s degree in business from Montana State University.
The Bozeman office was recently recognized for our commitment to providing a family-friendly work environment.
Bozeman Business and Professional Women named Anderson ZurMuehlen the Employer of the Year for 2013. The award was presented at an event on March 20, 2013 held at the Bozeman Library. See the news story on KTVM-TV.
Anderson ZurMuehlen was chosen based on the following criteria:
1. Commitment to the development and advancement of women in the workplace.
2. Implementation of family-friendly policies and activities that support working women.
3. Creation of a workplace that is guided by established core values.
4. Involvement and support of nonprofit organizations in the community.
The Helena Job Service Employers Committee honored Anderson ZurMuehlen as the best Helena Employer. Cindy Utterback, office vice-president and Don Laine, chief executive officer accepted the award on behalf of the firm.
By Kara Gallinger, CPA, Manager, and Jason Schaller, Information Security Manager, CISSP, CISA, CRISC, CCNA Security
Service organizations receive requests from customers for assurance on systems’ controls over financial reporting. In addition, they get requests for reports that help customers understand the measures that are in place to protect the privacy and confidentially of user data, as well as the security, availability and processing integrity of systems. Service Organization Control (SOC) engagements have become a standard approach to examining, assessing and reporting on these controls.
This white paper focuses on the different control reporting options available and provides guidance to help organizations determine which report is appropriate for their needs.
With no time to spare, Congress passed and President Obama signed into law the “American Taxpayer Relief Act” (the Act). The Act prevents many of the tax hikes that were scheduled to go into effect in 2013 and retains many favorable tax breaks that were scheduled to expire. However, it also increases income taxes for some high-income individuals and slightly increases transfer tax rates. This letter summarizes the Act’s key provisions.
By Mike Combo, CPA
Beginning in 2012, the IRS will analyze payments/income received from merchant cards including VISA and MasterCard or third party networks such as Paypal and Google Checkout. This income may apply to items you have sold through Craigslist, Ebay or other sources. You should receive Form 1099-K showing the payment amount. The 1099-K must be furnished to you by January 31st. Please provide all Form 1099-Ks you receive to your tax advisor so we can prepare your return accurately.