provides a full range of services that help our financial institution clients face the complex challenges currently facing the industry. We understand the unique needs of community-based financial institutions and offer services designed to minimize tax obligations, maximize profitability, and improve compliance.
The services we provide include:
- Accounting and auditing services
- Income tax planning and compliance
- Internal audit assistance
- Independent loan reviews
- BSA compliance procedures and consulting
- Due diligence services for mergers and acquisitions
- Regulatory filing assistance
- Network and systems consulting
- Retirement plan administration, audits, and consulting
- Stock-based compensation plan consulting
- Quarterly accounting review and audit committee meetings
- Analysis of mortgage servicing rights
- Agreed-upon procedures for government agencies
- Assistance to examiners during regulatory examinations
- Ongoing consulting concerning business and tax issues