Banking & Financial Services
Banking & Financial Services
Helping you navigate growth and change
We service a wide array of banking and financial institutions, providing exceptional service to help you thrive in a field that is always changing.
Practice Lead
Joseph Jalbert
Principal
Joe is a member of BNN’s banking and financial services industry team, with particular experience serving community banks and credit unions. Joe has a wealth of knowledge in mergers and acquisitions, SOX 404 and FDICIA reporting.
Recently released! BNN’s annual illustrative financial statements for banks and financial institutions, updated for 2023.
We understand the challenges you face, and we’re here to guide you
You need more than just traditional accounting and tax services. Our principals and managers work with you to help navigate the regulatory and accounting challenges you face. We can help with your everyday needs and your every-so-often needs.
We thrive on solving your most complex business challenges and delivering results with accuracy, integrity, and confidence.
How we can help
- Financial statement audits
- Implementing new accounting and regulatory standards
- Internal controls design and testing
- IPOs
- Acquisition of financial institutions, branches, or insurance agencies
- Strategic planning
- Creation of charitable foundations
- Termination of pension plans
- Income tax credits
- State and local tax
- IRS assistance
- Information reporting
- Compensation and benefits
- IT General Controls Reviews & Assessments
- Current Expected Credit Loss (CECL) Standard assistance
- ESG reporting services
- Cybersecurity Assurance
Download our CECL Toolkit to help get your bank on track for a successful CECL implementation.
Who we’ve helped
- Commercial banks
- Savings banks
- Trust companies
- Credit unions
- Non-depository trust companies
- Registered investment advisors
- Investment management companies
Related services
- Tax planning and compliance
- Information Systems Assurance
- Business and Technology Advisory Services
- Cost segregation studies
- Estate planning
- Assurance Services
- CSA STAR Attestation Level 2 for SOC 2
What our clients are saying
Complete satisfaction with all of the work done by our team at BNN. Staff is friendly, helpful, extremely knowledgeable, and always patient in explaining various concepts we may need to understand. Everyone goes above and beyond to keep us on track, no matter what the issue.