As banks consider their future, they will undoubtedly continue to face a myriad of challenges, from servicing an aging customer base to globalization to the continued emergence of technology in consumer banking. We are well-positioned to provide the guidance and services you need as you consider the future of your bank. Our team helps you maintain compliance while keeping your eye on your future business goals and aspirations.

Financial Institution Accounting

We work with banks that range in size from $50 million to more than $500 million in assets. We offer a comprehensive range of auditing and accounting, internal auditing, tax planning and preparation, and consulting services for community banks, bank holding companies and savings banks.

Our services include:

  • Financial statement audits and reviews
  • Internal audits
  • Internal controls evaluation
  • Policy and procedure analysis
  • Regulatory compliance consulting
  • Loan reviews
  • Bank Secrecy Act independent testing
  • Information technology controls review
  • Budgeting and financial analysis
  • Preparation of federal and state tax returns
  • Federal, state and local tax consulting
  • Employee benefit plan audits and Form 5500 preparation