Financial Institutions

Practice Leader: Steven E. Morehart

Specialized banking experience that understands your challenges

With 300 financial institution clients, ParenteBeard’s financial services practice is one of the most experienced in the Mid Atlantic region. Our knowledge of banking operations, plus a core audit discipline and extensive compliance knowledge, means you get the full breadth of services your institution requires. ParenteBeard audit clients range in size from de novo banks to institutions with assets exceeding $2 billion, and bank holding companies with more than $15 billion in assets.

In addition to our audit expertise, our tax professionals have developed tax savings strategies for many of our clients. ParenteBeard tax professionals work with you to create a comprehensive tax plan tailored to your needs, and review the plan throughout the year to alert you to new opportunities and to ensure that the plan continues to meet your short and long-term goals.

Working with you, our professionals provide an exceptional blend of technical expertise and personal service. Our size, our industry experience and our public company expertise have helped us become a recognized leader in the financial services industry. See the difference that experience makes.

ParenteBeard Financial Institution Services:

  • Audit and accounting
  • Tax preparation and planning
  • SEC and regulatory reporting
  • Merger, acquisition, and IPO consulting
  • de novo bank start up assistance
  • Internal audit
  • Compliance reviews
  • Information systems examinations
  • Trust audits
  • Directors’ examinations
  • Loan collateral reviews
  • Internal control reviews
  • Analysis and implementation of accounting and regulatory pronouncements
  • Audit committee structure and organization
  • Fraud examinations
  • Strategic planning
  • Profit improvement programs