Our Services
Specialized accounting and advisory services exclusively for financial institutions. Our comprehensive service offerings are designed to meet the unique needs of banks, credit unions, mortgage companies, and other financial institutions.
Comprehensive Financial Institution Services
Led by industry experts who work exclusively with financial institutions, we bring specialized knowledge you won't find at a general practice firm. From audit and tax to compliance and risk management, our services are shaped around your institution — not a fixed package.
Financial Statement Audits
Full-scope financial statement audits for banks, credit unions, mortgage companies, and other financial institutions.
Outsourced Internal Audit Services
Outsourced internal audit programs tailored to your institution's risk profile, including dedicated interest rate risk and liquidity risk reviews.
Regulatory Compliance
Specialized compliance services designed to help financial institutions navigate complex, constantly changing regulations – with expert guidance and support.
Tax
Tax planning and preparation focused on bank-specific issues, helping you manage your tax position while staying ahead of IRS and regulatory requirements unique to financial institutions.
Loan File Review
Independent loan file reviews that help identify risk, support your allowance methodology, and protect asset quality across your loan portfolio.
CECL Model Validations
Independent validation of your CECL model, benchmarking your results against industry data and providing actionable recommendations to strengthen your credit risk analysis.
FDICIA Compliance
Support for FDICIA Part 363 internal control and reporting requirements – from implementation and documentation to the ongoing testing and monitoring pieces your bank may not have the internal expertise to cover.
Mergers and Acquisitions
Due diligence and deal support for mergers and acquisitions, evaluating the accounting, tax, and financial impact of a transaction from every side.
HUD Audits
Annual HUD/FHA compliance audits for single-family lenders operating as nonsupervised mortgagees, delivered with the timeliness and industry knowledge these examinations require.
Ready to Get Started?
Every institution's needs are different. Let's talk about yours.
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