Leading Audit, Tax and Advisory Services for the Financial Services Industry
At Cherry Bekaert, our comprehensive audit, tax and advisory services are tailored to meet the unique needs of our financial services clients. Whether your organization is a bank, credit union, investment fund, or insurance company, our dedicated, multifunctional teams of experienced professionals offer in-depth knowledge of the financial services industry and can provide solutions to help you navigate the rapidly evolving operational, regulatory, and financial landscape within the financial services sector.
Industry Segments We Serve Include:
Asset Management
Our asset management team provides accounting, audit, tax, compliance and advisory services to hedge funds,...
Financial Institutions
Cherry Bekaert advises financial institution clients on accounting, audit, tax, risk, cybersecurity and IT challenges...
Insurance
Cherry Bekaert provides comprehensive audit, accounting, tax, compliance and advisory services to insurance companies, agencies...
Private Equity
Cherry Bekaert provides audit, transaction tax, business valuation, financial due diligence & deal advisory services...
Tailored Offerings for the Financial Services Industry
Audit and Assurance Services: As a Public Company Accounting Oversight Board (PCAOB) registered firm, our assurance professionals are committed to providing high-quality attest services while upholding integrity, transparency, and accountability within the financial reporting process. Our experienced professionals lead each engagement and bring technical capabilities, depth of industry knowledge, and a proactive approach. This helps to establish compliance with regulatory requirements while providing valuable insights to stakeholders as they adapt to accelerated movements that transform and evolve their business model.
Tax Services: While our tax professionals serving financial services clients are committed to maintaining compliance with tax laws and regulations, they also take a proactive approach in tax planning designed to optimize overall tax strategies.
Advisory Services: Our breadth of advisory services helps financial services companies improve performance, manage risks, and implement strategies to enhance value through:
- Risk and Accounting Advisory Services
- Cybersecurity
- Information Security
- Social Engineering and Penetration Testing
- Internal Audit (Fully Outsourced and Co-Sourced)
- Regulatory Compliance (Consumer and BSA/AML and OFAC)
- Outsourced Accounting Services
- Implementation of Accounting Standards
- Fractional CXO Services
- Digital Advisory Services
- Transaction Advisory Services
- Deal Advisory
- Financial and Commercial Due Diligence
- Transaction Tax
- Valuation Services
- Forensic and Dispute Advisory Services
