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Go forward with confidence: Key business insights for financial institutions 

BerryDunn’s Financial Services Group gives you access to a team of CPAs, information technology experts, and business advisors who work closely with financial institutions throughout the Northeast. We share our knowledge of emerging developments in financial services accounting, audit, information technology and security, and taxation so you can be confident you’re on the right track. 

Using our industry knowledge, we bring clarity to the complex challenges and opportunities facing financial institutions to help you make better-informed financial decisions. Our team works closely with client financial institutions to provide:

  • Insights on industry developments. We maintain a close eye on industry trends and changes, and keep clients apprised of developments affecting financial institutions. These insights help clients to stay ahead of the competitive curve, and on track for success.
  • Objective situational analysis and decision-making support. We combine our deep industry knowledge with a thorough understanding of the specifics of each client’s business, and use that intelligence to inform smart, strategic recommendations. 
  • In-depth knowledge of financial services. With more than four decades of experience serving client financial institutions throughout New England and beyond, we provide practical, up-to-date advice for streamlining operations, maintaining compliance, and improving performance. 

Real guidance through real expertise

Do you know the latest changes in accounting for CECL? Or the tax consequences of operating in several different states? At BerryDunn, you’ll work directly with a seasoned team that understands these issues, takes the time to learn your goals, and leverages industry-specific knowledge to help you take advantage of opportunities that drive value.

BerryDunn experts analyze the specifics of your operations and recommend proven solutions meet your unique goals, needs and preferences. You gain new insight into a variety of options, whether it’s strengthening internal controls, evaluating regulatory challenges, developing tax planning strategies to help you improve profitability or growing your business and realizing your vision for the future. We also provide implementation examples, allowing you to plan for new, complex accounting matters that may have a direct or indirect impact on you. Here are the services we offer.

BerryDunn’s Financial Services Group brings its specialized regulatory and financial accounting knowledge to its clients with a personal touch. With a wide breadth of talented and personable staff members, and a focus on fostering a strong relationship with clients, BerryDunn has set itself apart as a premier accounting firm in the financial services industry.

Looking for more information about how we can help? Contact our financial institutions practice leader, Janice Latulippe.

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