Financial Institutions

Services to Financial Institutions

Hamilton and Babitts, CPA’s provides accounting, auditing, consulting, and tax services to financial institutions. User client base consists of various types of financial institutions, including unions, saving banks, commercial banks, and savings and loan associations.

Services provided by our firm to financial institutions include:

  • Financial statement opinion audits
  • Monthly or quarterly internal audit services
  • Income tax and other tax-related services, including consulting and individual tax planning for directors and executive officers, participating in stock compensation plans
  • Review of compliance with “Consumer Protection” laws and regulations
  • Monthly or quarterly financial statement reviews
  • Policy manual development
  • Business plans
  • General accounting services
  • Regulatory consulting and assistance in connection with regulatory examinations
  • Merger/acquisition feasibility studies
  • Preparation of the financial tables required to be included in the offering circular for the conversion of mutual savings institutions to the stock form of ownership
  • Assistance with the preparation of Forms 10-K and 10Q