Financial Institutions

INSPIRED TO KEEP YOUR FOCUS ON WHAT MATTERS

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

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.

client assets $10M-$8B

600 financial institutions clients

150+ staff serving financial institutions

70 years in industry

Contact

Gary W. Smith
Gary W. Smith
Partner

Latest Insights

April 12, 2018
Article
The long expected corporate tax rate reduction was enacted into law as part of the 2017 Tax Cuts and Jobs Act, taking the rate paid by C corporations down to 21 percent.
April 1, 2018
Article
Here’s a reason to address social media through acceptable use policies in the workplace.
March 5, 2018
Video
What would you do if your financial institution was under cyber attack? Is your customer data safe? Does your financial institution have a plan? How can you prevent an attack in the first place? Only a comprehensive cyber security plan can help your…
March 1, 2018
Article
Banks and other businesses that hold people’s most sensitive personal information are and will always be prime targets for cyber thieves.
February 17, 2018
Article
The recently enacted Tax Cuts and Jobs Act includes changes designed to simplify accounting methods for “small businesses.
February 9, 2018
Article
The Tax Cuts and Jobs Act represents the most significant change in tax legislation since 1986.