Financial Institutions

A Qualified and Trusted Partner for Complex Financial Services Firms.

Our team excels in providing innovative services and strategic planning to banks, credit unions, finance organizations & more. We specialize in serving financial institutions throughout the Northeast, ranging in size from de novo status to $3 billion in assets.

In 2019 we worked with 116 clients on 200+ projects totaling $5.7 million in engagements

Who We Serve

Community Banks

Credit Unions

Mortgage and Finance Organizations

Find Out How the National Credit Union Administration’s New Annual Audit Rule Impacts Your Requirements.

Our Financial Institution Services

In addition to performing quality and comprehensive traditional audit and tax services, we have a significant bench strength of experts across service lines, allowing us to deliver a wide variety of management advisory services.

External Audit, Internal Audit, Compliance Audits including Loan Reviews and Employee Benefit Plan Audits
Tax Compliance and Advisory Services
IT Audit and Risk Management
New Accounting Standards Implementation, including CECL & More!

The Bonadio Difference

We combine technical expertise with a keen understanding of our clients' businesses. Our team includes various industry-recognized professionals including former financial institution leaders and financial institution experts that understand common business challenges and the solutions needed for you to succeed. Some of the traits and abilities that set us apart:

Breadth of services offered   
Assistance in meeting our clients’ regulatory requirements  
Assistance with maintaining and growing our clients' earnings

What Our Team Has to Say

100% of our clients surveyed in October 2019 said they would recommend our team’s services based on the knowledge and expertise we bring to their company and the quality of service we deliver.