Our senior staff has represented financial services companies for more than thirty years.  We understand the challenges that banks face in complying with regulatory requirements and managing their risks, while maintaining their customer base and profit margins. We stay abreast of changes in the banking industry through representation on the LCPA Financial Institutions Committee, attendance at the LCPA annual Financial Institutions Conference and constant monitoring of Federal Reserve Bank and Federal Deposit Insurance Corporation bulletins and other industry publications. 

Our association in the RSM McGladrey Network, allows us to deliver quality services to our financial services clients, with a local firm dedication to client service and knowledge.  RSM McGladrey firms serve over 2,000 financial services companies, and these clients account for the second largest segment of the firm.  As an associate, we have immediate access to their vast resources and advice from experienced professionals who are totally dedicated to financial services clients. 

• Financial statement audits
• Attestation engagements for lenders with
  student loans
• Internal audit design and review
• Assistance in preparation of call reports and
  Federal Reserve reports
• Quarterly tax estimates
• Consultation of benefits of Subchapter S conversions
• Cost segregation studies
• Bank Secrecy Act compliance audits
• Information technology system analysis and recommendations

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