Financial Institution Practice

We understand the challenges and changes facing the community banking industry. Our Financial Institutions Practice understands complex regulations and their implications, and we help our clients adapt to this ever-changing landscape. Through our experience and resources (including our membership in the BDO Alliance, USA), we bring perspective on trends, opportunities, and issues that affect the financial institutions industry. We are able to provide your institution with local firm attention and national firm resources, enabling us to deliver exceptional client service.

    Audit and Assurance

    Our professionals provide comprehensive, independent, efficient, and effective audits of financial statements. Additionally, we provide quality assurance services to ensure your institution meets applicable regulatory and business requirements.


      Our Financial Institution Practice professionals provide a myriad of advisory services to help you navigate challenges, changes, and opportunities facing your bank. Advisory services we provide include, but are not limited to, internal audit outsourcing, loan review and grading, allowance for loan and lease loss methodology, external audit and regulatory examination preparation services, as well as Board of Director, management, and employee training.


        Tax is an increasingly complex area that is ever changing. Our professionals stay abreast of the latest developments on new tax laws and regulations to provide our clients insightful professional service and advice. Our full-service tax team is available to assist in any aspect of tax planning, including compliance, analysis, income tax accounting, and return preparation.

          Other Financial Institution Services Provided

          • Compliance consulting regarding anti-money laundering and other regulatory requirements
          • Acquisition planning and execution
          • Operational improvement process consulting

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