We have been providing tax, accounting and regulatory compliance services to community banks for over 40 years, and we take pride in understanding what it means to run a community bank. As bankers, you take great pride in the personalized banking services you provide. Our approach to you is much the same. We are personable, knowledgeable, and strive to build long-term relationships with all our clients. As a boutique firm that specializes in community banks, we have extensive partner involvement and interaction with all bank clients. Bigger firms cannot provide this same 'hands on' type of service. As a result, we can offer high quality services at reasonable fees.
For over 40 years we have worked for, and with, community banks to develop and implement an efficient and cost-effective directors' exam process, while ensuring that all Minnesota State Statutes are met, satisfied and followed.
Internal Controls Testing
Adequate and effective internal controls are the foundation of safe and sound banking. We can provide quarterly, semi-annual or annual testing of your bank's internal controls which could mitigate errors and irregularities before they occur, and will often bring about discussions, recommendations and implementation of best practices.
Bank Secrecy Act Testing
Our independent BSA review will assist you in assessing the adequacy of your BSA compliance program. As regulators continually critique your BSA compliance and policies, you can be rest assured that our independant review will ensure your compliance of all current laws and regulations.
Tax Planning and Preparation
Today's tax laws are so very complex, and that is especially true with the banking industry. We have the experience and expertise to advise your bank through the whole tax planning and preparation process. We take a proactive approach in providing management with sound, actionable advice in reducing taxes and tax audit risk.
952.314.1346 | firstname.lastname@example.org