AZ Leverage

Anderson ZurMuehlen Business Advisors Bozeman Montana

What is AZ Leverage?

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, and/or information technology operations (provided by Anderson ZurMuehlen Technology Services).

Anderson ZurMuehlen Leverage Solutions Logo

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?

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

AZ Leverage Menu of Services

TRANSACTIONAL
  • Procure to pay
  • Record to report
  • Order to cash
FINANCIAL
  • Recording of monthly transactions and general ledger maintenance
  • Cash receipt application
  • Cash disbursement and credit card coding of transactions
  • Chart of account and general ledger maintenance
  • Budgeting, forecasting, and cash management
  • Reconciliation of balance sheet accounts and month-end close procedures
  • Variance analysis of income and expense accounts
  • Preparation of Monthly GAAP basis financial statement
  • Regulatory reporting
  • Managed payroll
  • Customize key performance indicators
  • Tax compliance
  • Audit preparation and support

STRATEGIC

  • Budgeting, forecasting, and financial modeling
  • Benchmarking
  • Metric dashboards containing financial reporting, data analytics, and customized key performance indicators
  • Policy and procedure development
  • Accounting cleanup
  • Process re-engineering
  • System selection and implementation

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.

AZ LEVERAGE TEAM

Amanda Anders

Amanda Anders

SENIOR MANAGER
Certified QuickBooks® ProAdvisor

Brea Bauer Employee Benefit Plan Audits Bozeman Montana

Brea Bauer

SHAREHOLDER
Attest

Laurie Flynn Corporate Accounting Director Helena Montana

Laurie Flynn

SENIOR MANAGER
Corporate Accounting Director
Kronos Workforce Ready Specialist

Jill Galle Employee Benefit Plan Audits Missoula Montana

Jill Galle

SHAREHOLDER
Attest

Bill Mills Employee Benefit Plan Audits Bozeman Montana

Bill Mills

SHAREHOLDER
Director of AZ Leverage

Contact

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