Services to Financial Institutions

Our client base consists principally of savings and loan associations, savings banks, commercial banks, and federally chartered and state chartered credit unions located in New Jersey, New York, and Pennsylvania.  To meet the needs of these industries, our firm keeps abreast of current accounting and regulatory developments affecting them.

Services provided by our firm to our clients include:

  • Opinion Audits and Directors Examinations
  • Monthly or quarterly internal audit and compliance services
  • Internal loan review programs
  • Internal control studies
  • Investment analysis
  • Human resource consulting
  • General accounting services
  • Payroll tax services
  • Income tax preparation and consulting services
  • Consulting services relative to representing institutions in connection with their regulatory examinations, such as implementing steps and procedures necessary to comply with such examinations

Credit Unions

  • Comprehensive business plans/strategic planning
  • Credit Union managerial outsourcing services
  • Monthly or quarterly financial statement preparation services
  • Policy manual development
  • Budget consulting and preparation
  • Merger/acquisition due diligence procedures