AZ Leverage DEV

Transactional Services

Financial Services

Strategic Services

On-Demand HR

Marketing Services

Technology Solutions

AZ Leverage is a team of Anderson ZurMuehlen professionals that provide clients with automated back-office outsourced services. These services included comprehensive accounting and reporting, human resources, marketing, and information technology operations provided by Anderson ZurMuehlen Technology Services. 

We are committed to providing you with quality service and the best advice we can offer, day in and day out. The professionals in our firm are here to help you and your organization succeed today and tomorrow.

    The AZ Leverage Team

    Bill Mills Employee Benefit Plan Audits Bozeman Montana

    Bill Mills

    SHAREHOLDER

    Director of AZ Leverage

    Amanda Anders Missoula Montana Business Accountant

    Amanda Anders

    SENIOR MANAGER

    Founding Director of Outsourced Services

    Amy Cristaldi Missoula Montana Business Accountant

    Amy Cristaldi

    SUPERVISOR

    Outsourced Services Senior Advisor and Automation Specialist

    Carmen Hjelseth Bozeman Montana Business Accountant

    Carmen Hjelseth

    ADMINISTRATIVE LEAD

    Client Care and Services Coordinator

    Ben Nielsen Missoula Montana Business Accountant

    Ben Nielson

    STAFF I

    Accounting Services Specialist

    Tilly Egdall Billings Montana Business Accountant

    Tilly Edgell

    STAFF I

    Bookkeeping and Payroll Specialist

    John Cummings Overtime Rule Change

    John Cummings

    DIRECTOR OF HUMAN RESOURCES

    On-Demand HR Advisor

    Luke Muszkiewicz Data Analysis Advisor Helena Montana

    Luke Muszkiewicz

    SENIOR MANAGER

     Data Analytics Specialist and Dashboard Architect

    Ali Mandell Marketing Director

    Ali Mandell

    DIRECTOR OF BUSINESS DEVELOPMENT & MARKETING

    Strategic Marketing Advisor

    Erin Good Social Media and Marketing Specialist Montana

    Erin Good

    MARKETING SPECIALIST

    Social Media Development and Campaign Coordinator

    Maddie Starke Graphic Designer Montana

    Maddie Starke

    SENIOR GRAPHIC DESIGNER

    Brand Development, Web Design, and Media Specialist

    Jason-Schaller-W-01

    Jason Schaller

    DIRECTOR OF SECURITY SERVICES

    Cyber Security Advisor

    Robert Culpon Shareholder Helena Montana

    Robert Culpon

    SHAREHOLDER

    On-Demand CIO Advisor

    Donny Reichert Shareholder Anderson ZurMuehlen

    Donny Reichert

    SHAREHOLDER

    Network & Hardware Configuration Specialist

    Pat Sassano Helena Montana Business Technology Services

    Pat Sassano

    SHAREHOLDER

    Cloud Hosting Specialist

    Our Value Proposition

    AZ Leverage enables greater profitability, achievement of growth, and realization of your business’s highest goals. What enables us to deliver our value proposition?

    What We Can Do For You

    Transactional Services

    • Procure to pay
    • Record to report
    • Order to cash

    Financial Services

    • Preparation of financial statements
    • Regulatory reporting
    • Managed payroll
    • Tax compliance
    • Cash receipt application
    • Cash disbursement and credit card coding of transactions
    • Chart of account and general ledger maintenance
    • Audit preparation and support
    • Variance analysis of income and expense accounts

    Strategic Services

    • Budgeting, forecasting, and financial modeling
    • Benchmarking
    • Metric dashboards, data analytics, and customized KPIs
    • Policy and procedure development
    • Process re-engineering
    • System selection and implementation

    IT Services

    • Comprehensive security programs tailored to your business needs
    • IT Security Training
    • IT Security assessments and coaching

    Human Resources Services

    • HR policy and procedure development
    • Employee benefit optimization and design
    • Anytime access to Executive Human Resources Professional (Human Resources Director; CIC, PHR, SHRM-CP)

    Marketing Services

    • Marketing material design
    • Social Media content creation and account management
    • Branding and identity development
    • Copywriting and editing
    • Website development
    • Social Media Training

    Driving new possibilities with Information, Intelligence, and Insight.

    • Active involvement from a dedicated team of experienced professionals, with an emphasis on higher-level thinking.
    • Leading-edge cloud technology provides real-time access, anytime, anywhere, to information that is critical to each client’s business.
    • An expansive set of resources that clients need to manage complexity, identify opportunities, and mitigate financial risk throughout each phase of their growth process.
    • Information
    • Intelligence
    • Insight

    A Tailored Approach

    Every business we work with is different, and obtaining a strong understanding of your business is essential to customizing our services to your business’s risks and needs; avoiding a “one size fits all” approach. We pride ourselves on being a comprehensive resource and trusted advisor to our clients. Key outcomes of the engagement are defined below.

    ACCEPTANCE

    Anderson ZurMuehlen will provide an engagement letter that will detail the service agreement between businesses. The engagement letter will contractually define the nature, timing, scope, fees, and duration of the engagement.

    DESIGN

    The client service team from AZ Leverage will meet with representatives from your business to define the specific processes to deliver outsourced services. During this phase, we will assist you in evaluating your existing systems with an eye for automation. We will provide you with our recommendations for the best systems to meet your requirements and achieve your objectives.

    DEVELOP

    We will work with senior management and staff during the initial period of the engagement to ensure a seamless transition. During this phase, we will assist your staff in the development of more forward-thinking reports, financial forecasts, and projections.

    LAUNCH

    In the instance that new systems have been chosen, they will be tested and launched upon approval.

    EVALUATE

    AZ Leverage advisors assigned to your business will conduct an evaluation meeting with representatives from your business to ensure that all aspects of the implementation have been addressed.

    ONGOING

    AZ Leverage advisors assigned to your business are responsible for regular communications with your personnel to ensure you are receiving the full value of the service, including valuable advice.

    Contact

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