Financial Services

We help financial organizations maintain compliance, reduce risk and capitalize on opportunities.

Advisors who know your industry.

Our advisors provide a high level of service and customized solutions because we understand your challenges. With more than 30 years of experience serving financial institutions, we can help you stay compliant, manage risk and make smart decisions.

Financial Service Offerings

Assurance Services

We don’t just audit your organization, we strengthen it. As we examine your financials, practices and policies, we keep operational improvements top of mind and share best practices to make you better.

Our assurance services include:

  • Financial statement audits & reviews
  • Agreed upon procedures (AUP)
  • SEC reporting
  • FDICIA reporting
  • Surprise custody examinations

Tax Services

You know how fast the regulatry environment changes and how challenging it is to keep pace. With our deep knowledge of tax law and the financial services sector, we help you stay compliant and grow.

Our tax services include:

  • Federal tax compliance
  • State & local taxes (SALT)
  • Tax consulting
  • Cost segregation studies
  • Trust tax preparation

Risk Management

We help you manage risk — so you can move forward with confidence.

Our risk management services include:

  • Regulatory compliance
  • BSA, OFAC & USA Patriot Act Compliance
  • Risk assessment
  • Internal audit
  • Trust audit
  • Internal control evaluations, including SOX 404
  • Loan reviews
  • Quality control reviews
  • NACHA compliance
  • Financial management projects including model validations
  • IT security & control audits
  • Disaster recovery and business continuity reviews

Mergers & Acquisitions

If you have an M&A strategy or need to create one, we have the experience and connections to help you achieve your objectives.

Our M&A services include:

  • M&A advisory
  • Business valuation
  • Due diligence
  • Purchase price accounting

Remarkable Relationships

Our Approach to Client Service

At CSH, we believe better relationships produce better outcomes. We are so passionate about this approach that we published a book entitled The CSH Way, documenting our unique commitment to client service.

Our professionals are specially trained to deliver highly-valued client experiences, and our superior client satisfaction ratings are the result. In a recent independent survey, our client satisfaction ratings were 45% higher than the industry average*.

Here’s a closer look at results we’re proud of.

of financial services
clients say
CSH professionals:


Financial Service Advisors

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