Financial services

Financial institutions operate in a complex and highly regulated environment requiring unique types of audits, compliance and reporting. It can be challenging to meet all regulatory requirements while also surviving in a highly competitive market.

AGH’s financial services industry team members focus specifically on this industry sector, bringing many years of banking experience and serving banks and financial institutions with CPA and advisory services. The team’s goal is to bring value and increased profits to clients through not only traditional tax and auditing services, but also specialized consulting services as appropriate to the institution’s business goals.

The firm works extensively with all sizes of banks, but our primary focus is community banks with assets in the $250 million to
$2 billion range. All of our bank clients are closely held or family-owned institutions. Our experience with this type of financial institution leads to unique insight into how to help these banks and financial institutions reach goals for growing their business, turning over leadership to a new generation, or helping in many other areas.

Firm services