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Financial Institution

Identifying opportunities.

With increasing competition, regulatory changes, and constant cybersecurity concerns, financial institutions rely on Blue & Co. to guide them through the complexities of business.

We have a specialized team of professionals that proactively monitors regulatory changes affecting the financial services industry and helps our clients navigate these complex guidelines. Our professionals are experienced in addressing challenges and recognizing opportunities to help industry leaders adapt to the changing landscape and stay ahead of their competition.

Services Overview

  • External audit of financial statements
  • Outsourced compliance reviews
  • Outsourced internal audit
  • Enterprise risk management
  • Strategic planning
  • Field exams for asset-based lending
  • Loan review
  • Pre-loan field surveys
  • Tax return preparation
  • Cost segregation studies
  • Policy development and review
  • Customized board and staff training
  • Cybersecurity and data management
  • Bank secrecy act/anti-money laundering reviews
  • Automated clearing house reviews
  • Quality control reviews
  • Merger and acquisition services
  • Mutual-stock conversion
  • Business valuations
  • Model validation
Columbus CEO Talks Cybersecurity and Data Management with Blue & Co. | Blue & Co, LLC | Cybersecurity and Data Management Practice

Columbus CEO Talks Cybersecurity and Data Management with Blue & Co.

The following article was made available and moderated by Ray Paprocki, publisher and general manager at Columbus CEO. In this article, Ray interviews Tom Skoog, the Cybersecurity and Data Management practice leader at Blue & Co., LLC. Columbus CEO Virtual Roundtable: Cybersecurity The U.S. government recently blamed the Russians for a major hack of federal […]

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Blue & Co.'s December 2020 Webinars | Free webinars | Financial services and consulting | PPP | Paycheck Protection Program Webinar | Manufacturing Webinars | Cybersecurity Webinars

Blue & Co. December 2020 Webinars

It’s webinar season at Blue & Co., LLC.! Check out all of our upcoming events for the week of December, 14. Monday, December 14 Panel Discussion Regarding Paycheck Protection Program (PPP) Webinar – Free to attend On Monday, December 14 from noon – 1 p.m. EST, Blue & Co., LLC will be hosting a panel […]

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Managing Cash Flow Through Uncertainty

Managing Cash Flow Through Uncertainty

Cash flow management is a critical exercise during uncertain times like these and one that is top of mind for every business owner.  It involves managing every aspect of the business that can have an effect on cash inflows or outflows, including focusing on accelerating inflows, prioritizing spending, and overall allocation of valuable resources. Where […]

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To learn more about our services and areas of expertise, send us a message.