Assurance Services


Your audit should be more than a requirement, it should be a chance to improve your business.

Your audit should be more than a requirement, it should be a chance to improve your business.

We get it. Audits are often tedious and an interruption to normal business. But an audit's value should not be a foregone conclusion. A good audit team can help you see where there is inefficiency in your business, where you can reduce risks and bring confidence into your decision-making process. The true value of an audit is not in verifying numbers, it's in seeing the story behind the numbers.


We use our expertise to deliver an audit that is smooth, timely and brings insight into your operations. We've been serving financial institutions for decades and understand your industry, and we'll bring that knowledge and experience to every interaction with you. We want to be more than your auditor, we want to be your trusted advisor.

Latest Insights

January 22, 2021
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 20, 2021
Recorded Webinar
New Paycheck Protection Program (“PPP”) legislation is enacted. This legislation introduces material changes to the PPP for existing borrowers, including new forgiveness parameters, as well as additional funding for existing and first-time …
January 12, 2021
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
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
The second draw PPP loans are here. Here’s what you’ll need to consider for compliance and loan forgiveness.
December 29, 2020
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.


Gary W. Smith
Gary W. Smith
Partner-in-Charge of Financial Institutions
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