ACCOUNTING

• Bookkeeping/financial statement preparation
• Budgeting
• QuickBooks® training and assistance
• Controller services
• Procedures manuals
• Full service contract bookkeeping
• Accounting system design and controls
• Customized management reports
• Temporary bookkeeping and accounting

We recognize that your circumstances-your goals, needs, hopes, and concerns-are unique to you. Our strength in serving you lies in our people, proven professionals ready to bring their expertise to your particular situation.

The list above is by no means all-inclusive. Please call 406.442.1040 or email Kevin Kelley, for a free consultation regarding your accounting needs.

REAL ESTATE SERVICES

• Business brokerage and acquisition
• Real estate investment services
• Like-kind exchange transactions
• Real estate portfolio management and reporting services

We recognize that your circumstances-your goals, needs, hopes, and concerns-are unique to you. Our strength in serving you lies in our people, proven professionals ready to bring their expertise to your particular situation.

The list above is by no means all-inclusive. Please call 406.442.1040 or email Kevin Kelley, for a free consultation regarding your needs.

AUDIT & REVIEW SERVICES

• Audits
• Reviews
• Compilations
• Special reports
• Internal audit services
• Accounting standards analysis

We recognize that your circumstances-your goals, needs, hopes, and concerns-are unique to you. Our strength in serving you lies in our people, proven professionals ready to bring their expertise to your particular situation.

The list above is by no means all-inclusive. Please call 406.442.1040 or email Patty Nelson, for a free consultation regarding your audit and review needs.

BUSINESS ADVISORY SERVICES

• Accounting system design and review
• Business plans and projections
• Management consulting
• Prospective financial statements

We recognize that your circumstances-your goals, needs, hopes, and concerns-are unique to you. Our strength in serving you lies in our people, proven professionals ready to bring their expertise to your particular situation.

The list above is by no means all-inclusive. Please call 406.782.0451 or email Jim Woy, for a free consultation regarding your needs.

BUSINESS TAX SERVICES

• Business transitions and succession planning
• Entity selection
• Executive compensation
• International tax planning and preparation
• Transaction analysis

We recognize that your circumstances-your goals, needs, hopes, and concerns-are unique to you. Our strength in serving you lies in our people, proven professionals ready to bring their expertise to your particular situation.

The list above is by no means all-inclusive. Please call 406.442.1040 or contact any of our offices via email for a free consultation regarding your business tax needs.

BUSINESS VALUATION SERVICES

• Employee stock ownership plans (ESOPs)
• Growth and succession issues
• Sales and acquisitions
• Estate, gift, business, ranch, and land valuations

We recognize that your circumstances-your goals, needs, hopes, and concerns-are unique to you. Our strength in serving you lies in our people, proven professionals ready to bring their expertise to your particular situation.

The list above is by no means all-inclusive. Please call 406.721.7800 or email Paul Sepp, for a free consultation regarding your needs.

CONTROLLER SERVICES

We recognize that your circumstances-your goals, needs, hopes, and concerns-are unique to you. Our strength in serving you lies in our people, proven professionals ready to bring their expertise to your particular situation.
Please call 406.556.6160 or email Bill Mills, for a free consultation regarding your needs.

COST SEGREGATION

We recognize that your circumstances-your goals, needs, hopes, and concerns-are unique to you. Our strength in serving you lies in our people, proven professionals ready to bring their expertise to your particular situation.

Please call 406.442.1040 or email Marilyn Dusenberry, for a free consultation regarding your needs.

EMPLOYEE BENEFIT RESOURCES

• Employee benefits
• Human resource consulting
• Retirement plan design and administration

We recognize that your circumstances-your goals, needs, hopes, and concerns-are unique to you. Our strength in serving you lies in our people, proven professionals ready to bring their expertise to your particular situation.

The list above is by no means all-inclusive. Please call 406.449.5500 or email Kathy Sampson, for a free consultation regarding your needs.

FRAUD EXAMINATION

Our team of Certified Fraud Examiners is here to help you. We offer the following services related to fraud examination:

• Fraud and forensic accounting
• Litigation support
• Management consulting
• Internal controls set-up and fraud prevention

We recognize that your circumstances-your goals, needs, hopes, and concerns-are unique to you. Our strength in serving you lies in our people, proven professionals ready to bring their expertise to your particular situation.

The list above is by no means all-inclusive. Please call 406.556.6160 or email Kyla Stafford, for a free consultation regarding your fraud prevention and investigation needs.

INDIVIDUAL TAX SERVICES

• Estate and gift taxes
• Income and estate tax planning and projections
• Income and estate tax return preparation
• Retirement planning and distribution analysis

We recognize that your circumstances-your goals, needs, hopes, and concerns-are unique to you. Our strength in serving you lies in our people, proven professionals ready to bring their expertise to your particular situation.

The list above is by no means all-inclusive. Please call 406.442.1040 or contact any of our offices via email for a free consultation regarding your individual tax needs.

LITIGATION SUPPORT

• Business interruption damages computation
• Contractual disputes/terminations
• Divorce asset valuations
• Failed financing damages
• Fraud and forensic accounting
• Medical, accounting, and legal malpractice damages compilation
• Personal injury and wrongful death damages compilation

We recognize that your circumstances-your goals, needs, hopes, and concerns-are unique to you. Our strength in serving you lies in our people, proven professionals ready to bring their expertise to your particular situation.

The list above is by no means all-inclusive. Please call 406.442.1040 or email Dave Johnson, for a free consultation regarding your needs.

PAYROLL SERVICES

• Human resource and payroll software systems
• Payroll preparation
• Quarterly and annual payroll reports

We recognize that your circumstances-your goals, needs, hopes, and concerns-are unique to you. Our strength in serving you lies in our people, proven professionals ready to bring their expertise to your particular situation.

The list above is by no means all-inclusive. Please call 406.442.1040 or email Kevin Kelley, for a free consultation regarding your needs.

PERSONAL FINANCIAL PLANNING

• College funding
• Life insurance planning
• Long-term care planning
• Money and investment management
• Personal financial planning
• Retirement planning

We recognize that your circumstances-your goals, needs, hopes, and concerns-are unique to you. Our strength in serving you lies in our people, proven professionals ready to bring their expertise to your particular situation.

The list above is by no means all-inclusive. Please call 406.245.5136 or email Mike Devous, for a free consultation regarding your needs.

TECHNOLOGY SOLUTIONS

We know that your business relies on competent technology solutions that meet today’s needs as well as your future aspirations. When you work with Anderson ZurMuehlen, you don’t have to worry about pushy sales people or a disconnect between sales and implementation. Our staff walks with you through the process from day one including support and service after the implementation to ensure you get what you paid for and can use the systems to full capacity.

Our team of professionals is certified and our firm has met the requirements of Microsoft to become a Certified Partner. We use the programs we sell for our own business - just as you would. Our service is second to none and we focus on your individual business needs to ensure your success.

• Microsoft Dynamics SL (formerly Microsoft Business Solutions – Solomon) accounting system software implementation, training, customization, and support
• Custom report writing services
• Accounting software implementation and support
• Systems review and documentation
• SOX 404 – We provide consulting services to help firms determine the steps they need to take to be in compliance with SOX 404. We also offer SOX 404 compliance testing services.

We recognize that your circumstances - your goals, needs, hopes, and concerns - are unique to you. Our strength in serving you lies in our people, proven professionals ready to bring their expertise to your particular situation.

The list above is by no means all-inclusive. Please call 406.442.1040 or email Tony Murnion, for a free consultation regarding your needs.

UPSTREAM ACADEMY

• Goal setting process and tools
• Leadership training
• Management retreats
• Organization performance measurement
• Process improvement
• Vision retreats

We recognize that your circumstances-your goals, needs, hopes, and concerns-are unique to you. Our strength in serving you lies in our people, proven professionals ready to bring their expertise to your particular situation.

The list above is by no means all-inclusive. Please call 406.442.1040 or email Sam Allred, for a free consultation regarding your needs.

SOX 404 CONSULTING

We offer independent assistance to management and audit committees to provide cost-effective solutions that satisfy the requirements of Section 404 of the Sarbanes-Oxley Act of 2002.

For Accelerated Filers

• Implementation of the Commission’s management guidance on evaluating internal controls over financial reporting.
• Reduction of compliance costs while preserving important investor protections.
• Outsourcing testing of internal controls over financial reporting to support management's assessment.
• Participation on integrated audit team with independent auditors to evaluate management's assessment.

For Non-Accelerated Filers

• Design approach to conduct a top-down, risk-based evaluation of internal controls over financial reporting.
• Improve the efficiency and cost effectiveness of the implementation of Section 404’s requirements.
• Supplement internal resources to evaluate the design and operating effectiveness of internal controls over financial reporting.
• Provide independent evaluation to audit committee on effectiveness of internal controls over financial reporting.

We recognize that your circumstances-your goals, needs, hopes, and concerns-are unique to you. Our strength in serving you lies in our people, proven professionals ready to bring their expertise to your particular situation. As a client, you have the flexibility to modify the scope of the engagement as your organization becomes more comfortable with the new regulatory environment.

The list above is by no means all-inclusive. Please call 406.556.6160 or email Bill Mills for a consultation regarding your SOX 404 compliance needs.

ENTERPRISE RISK MANAGEMENT

Don't be afraid to make your life easier and your business more successful, both today and tomorrow.

You know your strengths.  You also know you can't be good at everything.  Our team will help you see where you can get the highest return on your time and energy, while at the same time identifying threats and opportunities where others can help.

Your Enterprise Risk Management program will include all (or most) of the following:

• a comprehensive risk and opportunity analysis, including best practice comparisons
• a plan specific to your circumstances, along with an implementation schedule
• solution resources, models, and programs, and a list of professional advisors
• tools and resources for measuring progress
• corporate risk management culture development

When you're successful, we're successful.  Because our firm's goal is to help you thrive today and into the future, you have access to these services and resources risk-free.  If you don't see value in the results or the process, you pay nothing.  Period.  You have nothing to lose except lack of clarity about your current risks and opportunities.

For additional details or to visit with our team, please call or email Tom McGree at 406.442.1040.