Valuable Guidance

Financial institutions of all shapes and sizes face complex challenges. In an era of consolidation, regulation, diversification, and intense competition, financial institutions need specialized assurance services, tax strategies, and business consulting solutions now more than ever. We provide valuable guidance to over 350 financial institutions across North America with personal attention and proactive service. These entities include:

  • Community Banks
  • Credit Unions
  • Public Banks
  • Brokers/Dealers
  • Insurance Companies
  • Mortgage Brokers

We can help you navigate challenges, reduce organizational risk, and take advantage of key opportunities for growth.

 

When numbers matter, having a financial ally who understands your complexities can help you navigate any challenge.

 

Connect With Us

Public Banks

BMF has extensive experience providing a wide range of services to SEC-registered banks as well as public companies in other industries. Currently, we serve several public banks, each with assets exceeding $1.9 billion.

 

More SEC Services

Services

  • Quarterly and annual tax accounting
  • Tax return preparation
  • FAS 109 tax provision calculations
  • SOX 404 remediation in tax accounting
  • Outsourced tax compliance and planning
  • Director of Tax services
  • Audit and assurance services
  • Special banking mortgage audits
  • Loan compliance reviews
  • Industry profiles and current data available through industry research software

Practice Leaders

James M. Bowen

Partner

James E. Merklin

Partner

Akron Office



330.762.9785
Directions

Cleveland Office



216.373.2500
Directions

CONTACT US TODAY TO START DISCUSSING YOUR OPTIONS

 

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