Our staff has extensive experience in providing services to financial institutions, ranging from new charters to large multi-office institutions. The experience gained over the past 30 years during monumental changes in the financial institution industry positions our firm to offer a unique perspective on the issues facing financial institutions today.
We are aware of the unique financial reporting and tax requirements for financial institutions. Our client commitment is to build a long-standing relationship to generate ideas for strengthening your institutions.
Auditing & Analysis
Other services we offer that may benefit your institution include:
- Audited Financial Statements
- Financial Statement Consulting and Analysis
- Internal Loan Review Service
- Employee Benefit Plan Audits
- Call Report Assistance
- Internal Audit Services
We offer help with BSA and ACH Compliance, including independent audits, assistance with policies and procedures, and employee training.
This specialized type of accounting is based on the needs or certain organizations that may require the service for legal purposes.
We are able to provide our clients, through our secure Web site, individual client private portal access. Our clients have access to various documents and tax information through the portal. We can provide bookkeeping software through the portal that is tailored to your individual business needs. Contact us for more information about the client portal services available.