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Financial Institutions Group

 

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Our Financial Institutions Group specializes in the unique requirements of the banking industry. Frequent contact with regulatory agencies. Close relationships with banks, thrifts, credit unions, mortgage lenders and finance companies. Established credibility with surety companies and regulatory authorities. With deep industry experience and state-of-the-art resources, we deliver national-caliber accounting advice and practical solutions.

From strategic planning, tax preparation and auditing to wealth management services, employee benefits administration and technology solutions - our skilled professionals are right on the money with:

  • Regulatory examinations
  • Internal Controls and Fraud Control Reviews
  • Financial audits
  • Tax compliance and planning
  • SEC registration
  • Loan reviews
  • Loan risk rating systems
  • Internal loan review systems
  • Loan officer and director training
  • Collateral monitoring
  • IT and MIS examinations





Click here to view our Community Banking Advisor Newsletter

Contact our Financial Institutions Group leaders:
    Jason Caskey, CPA
    Paul Pickett, CPA
    Garry Rank, CPA

For a free, no obligation consultation, call       (888) 816-0826

 

Contact us
at (800) 503-4721