Fraud and Forensic Services

Our team of Certified Fraud Examiners (CFE’s) offer a comprehensive range of forensic accounting and fraud examination services to assist attorneys and business owners in understanding complex financial matters.

We offer the following types of services to help you:

Prevention Services

We can assess your risk and help you build a fraud prevention program in your business. From a review of internal controls to specific operational and policy recommendations, our team is capable of assisting in safeguarding your assets.

Detection Services

If you suspect fraud in your organization, our team can help you explore whether fraud has occurred.  Our investigative skills are rooted in extensive experience in a wide range of accounting, auditing, and tax backgrounds.  Specifically, we can help you with the following:

  1. Identify the point of loss
  2. Identify potential suspects
  3. Quantify the losses
  4. Work with attorneys, insurance companies, and other investigators to help you recover your losses

With decades of experience, our team looks beyond the numbers to address the business reality of the situation.

Our Certified Fraud Examiners are able to take a complex situation with high volume of data and simplify it. We understand the importance of concluding a thorough investigation with effective communication of its results. Let us help you build a strong case either as consultants or as expert witnesses.

Meet our team of Certified Fraud Examiners (CFEs):

Jan Schweitzer CPA CFE Accountant Missoula
Jan Schweitzer

CPA, Shareholder

Shirlee Walker
Shirlee Walker

CPA, Shareholder

Angela Murdo Shareholder Helena Montana
Angela Murdo

CPA, CFE, Shareholder

Megan Connors Great Falls Montana Business Accounting
Megan Connors

CPA, CFE, Senior Manager

Dan Vuckovich Great Falls Montana Business Valuation Expert
Dan Vuckovich

CPA/ABV/CFF, Shareholder

Contact

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