Ivy Lin provides expert advisory services to clients regarding Federal, State, and Local Tax (SALT) compliance to clients at financial institutions and community banks. Ivy specializes in assisting community banks with quarterly and annual planning and tax compliance. Ivy’s clients appreciate the quality of her deliverables and her responsiveness.
As an Audit Manager in CSH’s Risk Management Service Group, Lindsey performs internal audits, internal control evaluations, Sarbanes-Oxley compliance, regulatory compliance and loan reviews for community banks and financial services institutions. Lindsey is adept at driving value for clients by combining subject matter expertise with effective communication. Her primary experience is in customer due diligence […]
Ross is a manager with experience in designing, troubleshooting, and managing complex IT infrastructure. With extensive experience assisting organizations with a range of IT, cybersecurity, technology, management, and related operational services. Ross is responsible for providing day to day oversight of our consulting team to ensure the quality of the project. He has assisted many […]
Allison provides the firm with extensive technical accounting knowledge through her years of experience in small, medium, and large organizations. She serves her clients with a wide-range of expertise in such areas as forecasting/budgeting, product costing, ledger reconciliations, process improvements, variance analyses and financial statement preparation. Allison brings a diverse accounting skill set, having assisted […]
Maggie Schultz specializes in providing audits of community banks and employee benefit plans. She has worked with financial institutions with assets ranging from $50 million to $600 million. She also is the firm specialist in agreed upon procedures of interest only trust accounts. Maggie enjoys regularly communicating with her clients to stay up to date […]
Penny Meints is certified as a QuickBooks Professional Advisor who helps clients with QuickBooks installation and training. With the goal of helping clients achieve a seamless transition to QuickBooks, Penny provides ongoing support to answer questions and help with troubleshooting. She is also skilled at working with additional accounting software including Acclivity Account Edge and […]