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
Related Articles View All Thought Leadership
March 30, 2022
Download Webinar Resources On April 6, Blue & Co. held a webinar entitled Myths and Facts of Commercial Loan Reviews. Panelists debunked common loan review myths and presented the facts and practical tips and lessons learned related to commercial loan review. Duration: 1 Hour CPE not available Download Presentation Here Watch a Recording of the […]
December 11, 2020
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 […]
May 05, 2020
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 […]
Connect with our team.
To learn more about our services and areas of expertise, send us a message.
