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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A Simple, Smarter CECL Solution

The Eide Bailly CECL Solution offers an easy-to-implement, robust tool that can scale up with your needs. Utilizing a spreadsheet model that uses the vintage analysis methodology, the Eide Bailly CECL Solution requires minimal data points while still supporting complex loan portfolios with many risk pools. Tackle CECL with a fully customizable tool that your team can learn quickly.

Cybersecurity Risk Assessment

We are pleased to offer this risk assessment to assist your financial institution in measuring inherent risk and cybersecurity maturity. This questionnaire is designed to help your organization understand baseline requirements for mitigating cybersecurity risks and evaluate additional controls as your organization matures in size and complexity.

December 12, 2019

Article

Review Withholdings and Plan Before Year-end

Year-end is a good time to review your 2019 income tax withholdings and assess your exposure to estimated tax penalties. Here are a few tips to keep you on track.

November 22, 2019

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.

November 18, 2019

Article

Why Top-Performing CFOs Are Turning to Data Warehouses

Looking for better, more seamless access to your vital business data and KPIs? Find out why a data warehouse may just be a CFO's best friend.

November 14, 2019

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.

November 5, 2019

Article

The Cybersecurity Solution You’ve Been Looking For

Cybersecurity is a big deal, and you shouldn’t just assume your IT department has it all handled. It involves more than just protecting your systems and data; cybersecurity means safeguarding the reputation of your institution.