Financial Institutions

Light your way from adversity to prosperity

Industry Expertise You Can Take to the Bank

The banking industry is complex and faces unprecedented challenges from rapidly evolving regulation, the rising cost of compliance, increased industry consolidation, significant technological change and IT security risks. If that wasn’t enough, you also need to maintain profitability, provide value to your shareholders and satisfy your customer base.

That’s why it’s important to work with a firm that understands the specific challenges financial institutions face. For over 30 years, Clark Schaefer Hackett’s Financial Services team has focused on serving the unique needs of community banks.

But we’re more than just accountants. We’re business consultants who are able to offer insightful perspectives on possible operational improvements to help strengthen your institution. Here’s how we add value:

  • Audit and Tax

    We help our clients pilot their organizations toward unrealized potential. We do not rely on a national team, traveling into the region to work with banks without any knowledge of the local market. Our associates live and work in your region and are invested in your achievement. We understand your bank, your marketplace, your industry and your operations. This allows us to provide an insightful and customized approach to your audit and tax engagement.

  • Mergers & Acquisitions

    Consolidation continues to be a recurring theme in the banking industry. If you are considering an M&A transaction (on either the buy- or sell-side), CSH has the experience and expertise to help your institution take advantage of the opportunities, overcome the obstacles and navigate the complexities. We can guide and advise your bank with M&A, business valuation, due diligence, purchase price accounting, and other transaction-related needs.

  • Risk Management

    In today’s business climate, managing risk is like walking a tightrope. It’s a constant balancing act, identifying and mitigating compliance, operational, financial, and reputational risks. Being inadequately prepared can lead to regulatory supervisory actions, lost business opportunities, and poor financial performance. Our expertise in regulatory compliance, internal audit and internal control, Sarbanes Oxley compliance, loan review and other banking activities can provide a steadying force that will help your institution move forward with confidence.

  • Loan Review

    Your loan portfolio presents great risk and exposure to your institution. That’s why choosing the right CPA firm to review it is so important. Our loan reviews are designed to meet your internal audit, compliance monitoring and credit risk management needs. But we provide more than just compliance services. We dig deep into your processes and operations and provide strategies for evaluating risk, reducing cost and exposure, and increasing efficiency.

Financial Institutions Guidance

At CSH, we’re not just accountants; we’re leaders, authors, speakers and association members. Our professionals have deep financial institutions expertise, and share their insights for the good of our clients and the industries we serve.

Upcoming Conferences

Check back soon to see the events at which we’ll be guests, sponsors and speakers. We’d love to connect with you there.

Upcoming Webinars

Our webinars keep you in-the-know on business-critical trends and issues. Check back shortly to see upcoming topics.

How Can We Help You?

With a vast array of solutions to meet the needs of growing businesses, individuals and families, the question isn’t if we can help but how.

Financial Institutions Team

We offer best-in-class technical expertise and services, but it’s the quality of our professionals that set us apart. At CSH, relationships matter, and we believe creating supportive, helpful, working relationships is perhaps the most valuable talent we offer. How can we support you? Contact one of our team members below or explore our searchable page of all firm professionals.