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A PKFNAN Member Firm: Goldstein Lewin & Co.; Boca Raton, FL

A PKFNAN Member Firm: Catalyst LLP; High River, AB

A PKFNAN Member Firm: McCauley, Nicolas & Company, LLC; Jeffersonville, IN

FINANCIAL INSTITUTIONS

Member Firm Experience

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PKF North American Network Financial Institutions Services Group

Member firms of PKF North American Network have joined to form the Financial Institutions Services Group to address the special needs of financial institutions. PKF NAN firms are carefully screened to insure that they meet the Association’s high quality standards. The Financial Institutions Services Group member firms provide the following tools:

 

  • Resource library of technical and consulting support materials
  • Continuing education programs focused on financial institutions issues
  • Joint venture opportunities to provide clients with worldwide expertise
  • Networking opportunities with other consultants

 

Why Choose a PKF North American Network Financial Institutions Consultant?

PKF NAN Financial Institutions Services Group firms are CPA firms who have specialized in the financial institutions field. This means that PKF NAN consultants adhere to high standards of:

  • Confidentiality: Your business remains private
  • Independence: Our only goal is to do what is best for you
  • Financial knowledge: Our consultants are primarily CPA’s who are trained analytical advisors with a particular expertise in financial institutions
  • Tax knowledge: Our consultants are well versed in tax law and can structure transactions to maximize tax benefits customized to your individual situation
  • Depth of specialized knowledge: The PKF North American Network affiliation allows our consultants to share information with other member firms, giving your practice access to specialized consultants around the country (and the world) to meet your particular needs

 

Service Offerings

In addition to traditional auditing, consulting and tax services, PKF North American Network Financial Institutions Services Group firms can provide services in the following specialized areas:

  • IT Audits, inclusing SAS 70 reports
  • Loan Portfolio Review
  • Trust Audits
  • Merger and Acquisition
  • Bank Formations / Stock Conversions
  • Management Reporting
  • Disaster Recovery Plans
  • Asset, Liabilities and Risk Management
  • Strategic Planning
  • Compensation / Benefits / Human Resources
  • Technology Consulting

 

Find a PKF North American Network Member Firm who can meet the special needs of financial institutions.

 

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