How Can I Navigate The Hurdles My Financial Services Company Faces?
Companies in the financial services industry are facing intense competition, increased government regulation, changing customer expectations and unprecedented economic challenges. As the operating environment becomes increasingly complex, your financial services company must focus more than ever on the key drivers of growth and profitability.
Cherry Bekaert’s Financial Services Group offers an experienced team of professionals that work with clients in a variety of financial sectors:
- Regional & Community Banks
- Credit Unions
- Mortgage Companies
- Broker/Dealers
- Asset Management
- Diversified Finance Companies
Some of the key areas you can receive guidance vital to your success includes:
- External Audit
- SEC Reporting, Registration and Compliance
- Preparation of 10-Qs and 10-Ks
- Internal Audit
- ALLL Model Validation
- SOC Services
- Internal Controls Testing for SOX Compliance and FDICIA Purposes
- Cybersecurity & IT Risk
- Tax Planning and Compliance
- Tax Provision (ASC 740), including Turn-key Tax Outsourcing
- Risk Management Services
- Compensation and Benefits
- IT Auditing, including ACH, BSA and PIN Certification Services
- Mergers & Acquisition Consulting Services, including FDIC-assisted Transactions
- Board of Directors Training