Consulting Services

INSPIRED TO CREATE A STRONG FUTURE, TOGETHER

The foundation for continued success begins with solid planning now.

The foundation for continued success begins with solid planning now.

Fraud, risk assessment, when and if to merge or acquire another bank--these are all factors where today's decisions can have unforeseen effects on your bank's future. Determining the best course of action can seem like a daunting task. Trusted guidance in these situations can help you see the opportunities and the obstacles, and how to navigate through them.

 

We have in-depth expertise in the areas that matter most to your institution. We strive to keep you informed on industry trends and offer the kind of guidance that will give you confidence in your decisions. Our professionals work to understand your goals so we can deliver tailored services that fit your unique needs.

Latest Insights

December 2, 2020
Article
If you took advantage of the Employee Retention Credit (ERC), it’s important to make sure your accounting is in order. The answer isn’t cut and dry, but here’s what you should consider.
November 19, 2020
Article
As we close out 2020 and look ahead to a new year and a tax season, there is a lot to consider when it comes to 2020 tax planning and beyond. Here are the top areas your bank should be focused on.
November 11, 2020
Article
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.
November 8, 2020
Article
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 7, 2020
Article
There are several items to consider as you prepare for year-end planning. Start 2021 right with these tips.
November 6, 2020
Article
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.

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.

Contact

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