Financial Institutions

Financial institutions face a variety of challenges as they work to maintain profitability, take on a complex and broadening compliance burden and experience an ever-increasing risk of doing business.  In an era of consolidation, regulation, diversification ad intense competition, financial institutions need specialized assurance services, tax strategies and business consulting solutions now more than ever.

Noted for timeliness, personal attention, proactive service and competency in the industry, our service team understands the unique needs of financial institutions. We work closely with key personnel, from senior executives and boards of directors to audit committees and front-line staff.

Bober Markey Fedorovich has extensive experience serving all entities of the banking industry, including:

  • Community banks
  • Public banks
  • Brokers/Dealers
  • Insurance companies
  • Mortgage brokers

In addition, as a member of PKF North American Network, we have access to extensive resources and cumulatively serve close to 350 financial institutions across North America. 

Services
  • Quarterly and annual tax accounting
  • Tax return preparation
  • FAS 109 tax provision calculations
  • SOX 404 remediation in tax accounting
  • Outsourced tax compliance and planning
  • Director of Tax services
  • Audit and assurance services
  • Special banking mortgage audits
  • Loan compliance reviews
  • Industry profiles and current data available through industry research software

Public Banks
In particular, BMF has extensive experience providing a wide range of services to SEC-registered banks as well as public companies in other industries.  Currently, we serve several public banks, each with assets exceeding $1.9 billion.  (For more information on our SEC services)

Practice LeadersJames M. Bowen, partner
David R. Roberts, sr. manager, director, SEC Advisory Services