Financial Institutions

INSPIRED TO KEEP YOUR FOCUS ON WHAT MATTERS

Take pressure off the day-to-day and gain more time for serving customers.

We see it every day—more regulations. More competition. More technology needs. Financial institutions are continually being asked to do more with the same resources. It’s the new normal for the industry, and it doesn’t seem to be going away anytime soon. Having a trusted advisor by your side can help you relieve that strain and put your attention back where it belongs—on your customers.

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PPP Loan Forgiveness Modeling Tool

Help your borrowers work through their Paycheck Protection Program forgiveness with consistency and confidence with the help of our loan forgiveness modeling tool.

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CECL Implementation and Compliance

The Current Expected Credit Loss (CECL) model has had a far-reaching impact on banks. For many, the impact is yet to be seen as delays continue to push the required implementation date back. However, strategic, proactive banks are taking the extra time to develop a game plan to implement CECL correctly in their organization.

January 22, 2021

Article

What’s in Your Email? How a Phishing Scam Can Impact Your Organization

Phishing scams continue to be a common cyberattack, and they also continue to evolve and become more sophisticated. We breakdown how a successful one can impact your organization and what you can do to help prevent them.

January 12, 2021

Article

Accounting for Lease Concessions Resulting from the COVID-19 Pandemic

Many organizations negotiated lease concessions during the pandemic, and the Financial Accounting Standards Board (FASB) now has guidance related to the proper treatment of these concessions.

January 11, 2021

Article

New COVID Relief Provisions of Interest to Banks

On December 27, 2020, President Trump signed the Consolidated Appropriations Act of 2021 (CAA) into law. Aspects of this act may provide some additional opportunities to banks and bankers.

January 8, 2021

Article

PPP Second Draw Program Opens Week of January 11

The second draw PPP loans are here. Here’s what you’ll need to consider for compliance and loan forgiveness.

December 29, 2020

Article

COVID Relief Legislation: Employee Retention Credit

The COVID relief legislation, signed into law on December 27, 2020, includes an extension and enhancements to the Employee Retention Credit (ERC) along with technical corrections.

December 28, 2020

Article

What’s Included in the New COVID Relief, Extenders and Spending Authority Legislation

There is a lot to unpack in the new COVID-19 relief and tax extender legislation that was just passed. Here is what you need to know.

December 23, 2020

Article

New Paycheck Protection Program Legislation Set to Take Effect

Once signed into law, new Paycheck Protection Program legislation will create substantial changes for both existing and new PPP borrowers. We break down the details.

December 18, 2020

Article

Form 1099: Filing Mistakes and How to Correct Them

It is highly unlikely that you will go through 1099 filing season and not come across one required correction, but correcting forms is easy once you understand the process.

December 16, 2020

Article

What You Need to Know About the Gift of Gift Cards

Does your business purchase gift cards for your employees? If so, you need to make sure you’re not missing this important reporting step.

December 15, 2020

Article

Preparing Your Books for Year-End

There are several items to consider as you prepare for year-end planning. Start 2021 right with these tips.

December 14, 2020

Article

Top 10 Considerations for Successful Year-End Planning

The term year-end may just create visions of financial statements in your head, but there are a lot of other things to consider during this critical time in a business’s year. Here are the top 10.