Financial Institutions

Services provided to clients in this industry include:

  • All accounting, auditing, tax planning and return preparation services
  • Monthly operational reviews for federal and state compliance
  • FDIC call reports
  • Internal audit services
  • Loan review and evaluation of loan loss reserves
  • Freddie Mac audits and compliance reporting
  • Trust Department audits
  • Policies and procedures assessments
  • Audit efficiency recommendations

For more information on our service to Financial Institutions, contact Michael Lauer at 1-800-570-4272 ext. 305