We have a proven track record of success in providing quality auditing, taxation and business advisory services to Financial Institutions. Having served many community banks, we have developed a results centered, proactive approach with our clients. Understanding and meeting your needs are our top priorities.
Our focus is to assist with the implementation of practical solutions to the challenges facing Financial Institutions and Community Banks. The wide variety of services available to Financial Institutions includes auditing, tax planning and preparation, regulatory compliance, technology services, and human resource services. In addition, we stress the importance of ongoing communication and consultation with our clients throughout the year.
With a Financial Institutions Group covering four offices as well as our strategic alliance with other regional accounting firms throughout the nation, we provide community banks with solutions in a time of complex changes. For over 30 years, our professionals have made it their business providing our clients with the following services:
- Audit / Tax Services
- Bank Technology Consulting Services
- Bank Consulting Services
- Lending / Loan Reviews
- Branch Operations
- Bank Administration
We are a member of PKF International, a network of independent accounting and consulting firms. With PKF International member firms serving over 300 financial institutions, we have access to partners, managers and senior professionals who specialize in financial institutions. We are also a member of the PKF Financial Institutions Group task force and participate in monthly meetings focusing on the needs of community banks. We also have memberships in the following professional organizations: Community Bankers of California, California Bankers Association, American Institute of Certified Public Accountants (AICPA), and California Society of Certified Public Accountants (CSCPA).
Contact us today to see what we can do for you.