Industries
Financial Institutions
Comprised of both accountants and former bankers, Kennedy and Coe’s Financial Institutions Group works with approximately 100 community banks and thrifts across the midwest. The accounting staff offers a wide range of traditional tax, audit and directors’ exam services, while the former bankers add an extensive background in bank technologies, regulatory compliance, lending and loan administration, bank holding companies, operations and internal controls. Together, these resources bring a wide range of knowledge and experience to bear on our clients’ behalf.
Financial Institutions
Group
Comprised of both
accountants and former bankers, our
Financial Institutions Group works with more
than 100 community banks and thrifts across
multiple states. Each of our former bankers
has 20 years or more of experience in the
areas of bank technology, regulatory
compliance, lending and loan administration,
bank holding companies, operations and
internal controls.
In addition to tax
accounting and auditing, Kennedy and Coe
offers specialized services in a number of
areas, including:
- Management
assessments to assist you in placing
the right people in the right jobs to
produce the right results
- Human resources
and performance management consulting,
including training on performance
reviews, job descriptions and personnel
policies
- Technology
strategy and planning to maximize
your technology dollars as well as information
systems auditing and security reviews
to keep you and your data safe based on
industry and regulatory guidance
- Deposit
reclassification studies to free up
cash by lowering reserve requirements
- Loan management
services to assist in developing and
maintaining a sound lending environment
- Cost segregation
studies to accelerate tax
depreciation deductions for new
construction and facility improvements,
enhancing cash flow
- Risk management
services to help identify and
minimize risk, whether you’re working
with loan management, financial and
internal audit control, audits or
interest rates
- Regulatory
compliance testing and training,
including refinement or design of
internal compliance programs to give you
peace of mind
- Merger and
acquisition assistance to help you
acquire or sell at the right price,
maximize tax advantages and navigate all
the M&A issues
- Strategic planning
services delivered by industry
experts to move your bank forward while
building a stronger management team
- Sales and customer
service training to help bring in
the best customers and keep them coming
back for more
- Personal financial
planning to assist in developing a
customized program to achieve your
personal financial goals
We also assist financial
institution clients by providing services
that help their customers improve their
businesses. For example, we can link you and
your customer with another industry group to
determine if his/her business is eligible
for additional state tax credits. Helping
you help your customers is just one more way
we assist you in achieving your mission.
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here
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Click
here for our financial check list
For more information, call 800-303-3241, or e-mail us at dlarson@kcoe.com.
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