Financial Institutions

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There’s a lot going on in your world right now. Complying with regulatory requirements is demanding more of your financial institution’s time and resources. Hitting the constantly moving target of regulatory hot topics is becoming increasingly difficult. And proactively planning the future of your financial institution? Well, that important task all too often takes a back seat to other more pressing matters.

And that’s just the beginning of your list.

You’ve got a lot on your plate, and we can help.

We understand the challenges and opportunities that make up your world. We have the breadth and depth of experience and professional expertise that you need to meet the expectations of regulators, stay compliant, and plan for the future. Plus a lot more.

At Anderson ZurMuehlen, our passion is to improve the lives of those we work with: our clients, our co-workers, and our communities. So how can we help you? Here are some examples:

Financial Statement Audits

Internal Audits/Compliance Exams

Employee Benefit Plan (ERISA) Audits

Loan Reviews

Tax Return Preparation

Compensation and Benefits Consulting

Board Training

Succession Planning

Management Consulting

Risk Management

IT Risk Management

Acquisition Consulting

 The Team

 

Angela Murdo, CPA, shareholder, concentrations include audits, system design and implementation, evaluation of internal accounting control systems, financial statement preparation and analysis, and business advisory services.

 

 

 

Dulcy Niemela, CPA, shareholder, has tax experience in the areas of compliance reporting, estate planning, income tax planningand return preparation for corporations, partnerships, individuals, estates and trusts.

 

 

 

 

Bill Hughes, CPA, shareholder provides tax services for partnerships, corporations, fiduciaries and estates, and personal financial planning services in the area of estate, retirement, income tax and insurance. Bill’s service concentrations are farm and ranch, financial institutions, professional services and contractors.

 

 

 

Annette Hill, CPA, shareholder and office vice-president, provides audit and financial reporting services, tax services for corporations, partnerships, individuals and nonprofit organizations. Her service concentrations include nonprofit and government entities, financial institutions and health care organizations.

 

 

 

Pat Sassano, Director of Client Services with Anderson ZurMuehlen Technology Services is a seasoned network professional who has played an instrumental role in the development of the service offerings of Anderson ZurMuehlen Technology Services.  With over 15 years of experience in technology solutions and networks administration, Pat brings a wealth of knowledge coupled with a practical approach to his clients and their technology solutions.

 

 

 

 

 

 

 

Find out more about benefits offered to Montana Independent Bankers Association Members.

Anderson ZurMuehlen has been helping financial institutions across Montana for over 30 years. And with offices in seven Montana cities, we may already be neighbors.

Please contact Angela Murdo, our Financial Institutions Specialty Team Leader, to talk about how we can meet your unique needs. She can be contacted by email or at 406.442.1040.