: for you
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Financial Services

The financial services industry is complex and rapidly evolving. Your success is tied closely to profitability, operational security, capital preservation and compliance requirements. The issues facing your industry are unique – that’s why we bring the right team with the right leadership to serve you best.

Are you?

  • Looking for strategies to manage effective
    tax rates?
  • Considering a merger or acquisition?
  • Interested in preserving your capital?
  • Concerned about risk?
  • Struggling to stay abreast of complex SEC reporting and regulations?

With a team of professionals exclusively dedicated to serving financial services clients, we provide audit, tax and consulting services to more than 100 financial institutions, ranging in size from de novo status to more than $3 billion in assets.

  • Assurance services
  • Tax services including compliance and planning
  • Outsourced internal audit
  • SEC registration and compliance
  • Preparation of 10-Qs and 10-Ks
  • SOX 404 documentation and testing
  • BSA compliance reviews
  • Information systems audits
  • SAS 70 Reports
  • Strategic planning
  • Mergers and acquisitions
  • Management and regulatory services
  • Loan reviews
  • Director training
  • ALCO model testing
  • Stock compensation calculations

For more information, please contact R. Jason Caskey, Financial Services Practice Chair at 803.255.1203 or .(JavaScript must be enabled to view this email address).

Take a Closer Look at Our Services:

 

Elliott Davis is a member of The Leading Edge Alliance, an international professional association of independently owned accounting firms based in the U.S. and is strategically aligned with LEA Europe and LEA Asia Pacific, a worldwide network of 450 offices in 90 countries around the globe.