Financial Institutions

JamisonMoneyFarmer PC provides a full range of services that help our financial institution clients face the complex challenges currently facing the industry. We understand the unique needs of community-based financial institutions and offer services designed to minimize tax obligations, maximize profitability, and improve compliance.

The services we provide include:

  • Accounting and auditing services
  • Income tax planning and compliance
  • Internal audit assistance
  • Independent loan reviews
  • BSA compliance procedures and consulting
  • Due diligence services for mergers and acquisitions
  • Regulatory filing assistance
  • Network and systems consulting
  • Retirement plan administration, audits, and consulting
  • Stock-based compensation plan consulting
  • Quarterly accounting review and audit committee meetings
  • Analysis of mortgage servicing rights
  • Agreed-upon procedures for government agencies
  • Assistance to examiners during regulatory examinations
  • Ongoing consulting concerning business and tax issues
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Financial Institutions
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