Big, small, bank or credit union – we have you covered.
Our team has been working with the wide variety of financial institutions in Montana and the region for over 50 years. With our deep bench of professionals and our access to national level resources through the BDO Alliance USA, we can provide you with an intentional, tailored experience.
How Can We Help You?
Internal Audit Assistance
Internal audit assistance services supplement your existing staff and ensure you are meeting accountability expectations and optimally addressing risk management, growth, and compliance.
We can operate as an extension of your team, be a fully outsourced option for your institution or provide support as you face a gap in staffing.
Our team of CPAs and Certified Security experts are ready to assist your institution in constructing strategic policies, procedures, and plans. We assist you in putting your plan in place to best minimize risk and keep your institution compliant. We can help you with:
- Regulatory compliance exams
- Cyber security assessments and compliance
- SOC reporting and exams and more
Our team of CPAs and consultants stay informed in the changing regulatory environment, helping you prioritize responses and allocate resources to remain safely positioned for success. We provide financial statement audits, employee benefit pan audits, compliance exams, service organization exams and more.
Tax Analysis and Preparation
The tax code is complex. Coupled with complex regulation, you need an advisor on your team to provide sound advice and strategy.
- Tax planning & preparation
- Cost segregation studies
- Executive compensation analysis
Director of Strategic Growth, Shareholder