Financial Institutions

Bank facade

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.

Big, small, bank or credit union – we have you covered. 

Our team has been working with the wide variety of financial institutions in Montana and the region for over 50 years. With our deep bench of professionals and our access to national level resources through the BDO Alliance USA we can meet you where you need our services.

I need...

Our team of CPAs and consultants stay informed and prepared in the changing regulatory environment, helping you prioritize responses and allocate resources to remain safely positioned for success.  Financial statement audits, employee benefit pan audits, compliance exams, service organization exams and more.

A financial statement auditor does much more than check your compliance; they offer objective feedback on your financial health that you can use to strengthen your operations and future performance, as well as your credibility with members and other stakeholders.

Risk is all around you and constantly changing.  Our team of CPAs and Certified Security experts are ready to assist your institution in ensuring well laid out policies, procedures and plans have been put 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 and more

Internal audit assistance services supplement your existing staff and ensure you are meeting accountability expectations and optimally addressing risk management, growth, and compliance.

We can operate as an extension of your team, be a fully outsourced option for your institution or provide support as you face a gap in staffing.

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 the 

Financial Institutions

Team

Francine Cooper
Francine Cooper

CPA, Senior Manager
Butte, MT

Dylan Dahl
Dylan Dahl

CPA, Senior
Butte, MT

Annette Hill
Annette Hill

CPA, Shareholder
Butte, MT

Bill Hughes
Bill Hughes

CPA, Shareholder
Butte, MT

Angela Murdo
Angela Murdo

CPA, Shareholder
Helena, MT

Dulcy Niemela
Dulcy Niemela

CPA, Shareholder
Billings, MT

Mike Sangray
Mike Sangray

Cyber Security Engineer, AZTS
Helena, MT

Pat Sassano
Pat Sassano

Director of Client Services, AZTS
Helena, MT

Need more information on how we can help you?