Meet Our Financial Institutions Team

Our team has worked with a wide variety of financial institutions in Montana and beyond for over 50 years. Our deep bench of professionals continues their education with access to national-level resources through the BDO Alliance USA. Consequently, we provide an intentional, tailored experience to financial institutions.

What Services Do We Offer?

Internal Audit Assistance

Our team’s internal audit assistance services supplement your existing staff and ensure you are meeting accountability expectations. We help your financial institution optimally address risk management, growth, and compliance. Additionally, we operate as an extension of your team. Finally, we operate as a fully outsourced option for your institution or provide support as you face a gap in staffing.

Mitigating Risk

Our team of CPAs and Certified Security experts are ready to assist your institution in constructing strategic policies, procedures, and plans. Because we assist you in putting your plan in place to best minimize risk and keep your institution compliant, we can help you with:

  • Regulatory compliance exams
  • Cyber security assessments and compliance
  • SOC reporting and exams

Maintaining Compliance

Our team of CPAs and consultants stays informed in the changing regulatory environment. Because of this, we help you prioritize responses and allocate resources to remain safely positioned for success.  Additionally, we provide financial statement audits, employee benefit plan audits, compliance exams, service organization exams, and more.

Tax Analysis and Preparation

The tax code is complex. Coupled with complex regulation, you need an advisor on your team to provide sound advice and strategy.

  • Tax planning & preparation
  • Cost segregation studies
  • Executive compensation analysis

Meet Our Financial Institutions Team

Angela Murdo Shareholder Helena Montana

Angela (Angie) Murdo | CPA, CFE

Angie has practiced in public accounting with Anderson ZurMuehlen for over 20 years. Primarily, she provides auditing and consulting services to a broad range of clients. Additionally, She specializes in Financial Institutions providing a wide array of services including audits, compliance exams, internal audit services, loan reviews, and consulting services. Angie is also a certified fraud examiner.


Jerraca Allhands Butte Montana Accountant
Jerraca Allhands CPA
Butte Montana Accounting Auditing Expert Annette Hill
Annette Hill
COO, CPA
Helena Montana Tax Litigation Expert Steven Johnson
Steven Johnson
CPA
Ali Mandell Marketing Director
Ali Mandell
Business Development & Marketing Director
Pat Sassano Helena Montana Business Technology Services
Pat Sassano Technology Shareholder

The Financial Institutions Team is excited to be a resource to you. Please connect with us regarding your financial institution-related questions and goals.

Contact

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