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
Click here to download our Financial Services brochure.
Click here to download our Financial Institutions Consulting Services brochure.
Contact Information
Articles
- Winter 2012 Community Banking Advisor Newsletter
- 2011-12 Elliott Davis Tax Planning Guide Now Available
- Elliott Davis Community Banking Advisor - Fall 2011
- Elliott Davis Community Banking Advisor Newsletter - Summer 2011 Issue
- Green Tax Savings and Form 1099 Reporting Highlighted by Elliott Davis in “Greater Charlotte Biz”
