You are in a highly regulated industry managing capital and liquidity, leveraging new technologies, improving processes, and meeting significant regulatory requirements.

Executives and audit committees rely on our independent and objective accounting and consulting services. Our clients include de novo banks to multibillion dollar bank holding companies.

We make it a priority to monitor legislative and regulatory changes as well as economic trends that influence your day to day business. Through our deep financial industry experience and extensive public accounting experience, you receive consistent value and insight throughout each engagement.

New Revenue Recognition accounting standard

ASC 606 Revenue from Contracts with Customers (ASU 2014-09) is far reaching. Nearly every organization must address the way it sells products and services and establishes contracts with customers.

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New OCC standards require stricter oversight of third-party relationships

It’s no longer enough for banks and other financial institutions to simply have good working relationships with the third parties that provide IT and other services. New, stricter standards and increased scrutiny by the OCC and CFPB mean financial institutions now have the same responsibilities for in-house and out-of-house services.

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Our Take

image of Christine M. Anderson

“There is convergence of regulatory and market pressures today creating a unique environment for banks of all sizes to remain profitable, have strong compliance programs, and seek growth opportunities.”

— Christine M. Anderson Managing Partner of Assurance and Firm Financial Services Industry Leader, CPA, CITP