Financial Institutions

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 provide you with an intentional, tailored experience.

Anderson ZurMuehlen Financial Institutions Specialty Team

How Can We Help You?

Internal Audit Assistance

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.

Mitigating Risk

Our team of CPAs and Certified Security experts are ready to assist your institution in constructing strategic policies, procedures, and plans. 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 and more

Maintaining Compliance

Our team of CPAs and consultants stay informed in the changing regulatory environment, helping you prioritize responses and allocate resources to remain safely positioned for success.  We provide financial statement audits, employee benefit pan 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 the 

Financial Institutions


Dylan Dahl
Dylan Dahl

CPA, Supervisor

Butte Montana Accounting Auditing Expert Annette Hill
Annette Hill

CPA, Shareholder

Bill Hughes Butte Montana Business Accounting
Bill Hughes

CPA, Shareholder

Angela Murdo Shareholder Helena Montana
Angela Murdo

CPA, Shareholder

Dulcy Niemela Tax Consultant Billings Montana
Dulcy Niemela

CPA, Shareholder

Pat Sassano Helena Montana Business Technology Services
Pat Sassano

Director of Strategic Growth, Shareholder


How can we help? Fill out the form below and we will reach out!