Assurance Services


Focus on your bank—we'll focus on your taxes.

Not all financial institutions are required to have an annual audit of their financial statements. A directors' examination allows you to specify the procedures you want done that provide the greatest value to your institution without a full financial statement audit. Insight from a directors' examination can empower you to address concerns, take corrective measures and proactively improve your procedures.


An examination can provide a wide variety of procedures, including loan confirmations, reconciliations of subsidiary ledgers, and confirmations on correspondent bank accounts, reviews to reconcile items on bank statements, allowance for loan loss methodology, high level analytics on income statements, operational year-over-year reviews, employee account reviews, and more.

Our professionals serve as trusted advisors and are here to help you determine which procedures would be of most value to you. We've created lasting relationships with many of our financial institution clients because we work closely with them to understand their organization and their goals, and we take an active role in helping them achieve success.

What inspires you, inspires us. Let’s talk.


Gary W. Smith

Partner-in-Charge of Financial Institutions


Darrell J. Lingle