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Who is Tim Bartz?

Tim Bartz has been recognized as one of the major influencers of the accounting profession and brings a down-to-earth, results-oriented approach to every enagement.

If you are interested in more information on fees and availability, please contact Tim at timb@upstreamacademy.com or Georgia at 406-495-1850 or georgiac@upstreamacademy.com

  Tim Bartz's Bio

Tim Bartz, Director at Upstream Academy, was instrumental in the development of Upstream Academy, LLC and uses his many years of practical real world experience to ensure Upstream products and services remain relevant, practical, cost-conscious and effective in bringing accounting firms to a higher level of performance and productivity.

As a respected consultant Tim interacts regularly with firms across North America, facilitating partner retreats, speaking at conferences, training emerging leaders, and coaching managing partners. He has also authored articles on a variety of topics that are timely and relevant to today’s firms.

An expert facilitator, Tim’s engaging and energetic style draws participants into the discussion and helps them reach consensus on challenging issues. Drawing on his many years of successful experience as a managing partner, Tim helps partner groups identify positive solutions, draft meaningful action plans, and hold each other accountable for change. Tim has especially strong skills and experience in partner coaching and goal-setting, maximizing individual strengths, partner compensation plans, and mergers and acquisitions.

Tim’s practical expertise comes from his many years as President of Anderson ZurMuehlen & Co., P.C., a regional CPA and business consulting firm headquartered in Helena, Montana. In his 19 years as President (1991-2010), Tim’s visionary leadership directed the firm’s growth from two offices and 49 employees to six offices and over 250 employees..

A couple of Tim’s favorite reads are The 7 habits of Highly Effective People by Stephen R. Covey, and The Five Dysfunctions of a Team by Patrick Lencioni.

When Tim is not busy with his director and shareholder duties you can find him with his wife Trish and their two children. He also enjoys picking up a fly rod or golf club and traversing the great outdoors.

Tim's Bio

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Your Satisfaction Is Our Goal

As with everything Upstream Academy does, your satisfaction with Retreat Facilitation and Speaking Engagements is guaranteed. If you are not completely satisfied with the value you receive, we will, at your option, either refund your money or accept the portion of those fees that reflects your level of satisfaction.


Tim in Action