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
August 29, 2022
By Jacob Boyd, CPA, Tax Manager; Amy Sandlin, CPA, Tax Senior Manager; Eric M. Bennett, CPA, Director The Tax Cuts and Jobs Act (TCJA) capped the State and Local Tax (SALT) deduction to $10,000 for individuals who itemized their deductions for tax years beginning after December 31, 2017, and before January 1, 2026. This cap […]
August 29, 2022
By Kevin Krieg, CPA, and Amy Sandlin, CPA In 2022, through legislation signed by Governor DeWine, Ohio joined the growing list of states to pass SALT Cap workarounds. Ohio Senate Bill 246 allows qualifying pass-through entities (PTEs) to elect to be subject to a new entity-level tax. The legislation makes the entity level tax fully […]
August 18, 2022
By Derek Gray, CPA, Director The Inflation Reduction Act of 2022 (“IRA”) was signed into law by President Biden on August 16. This is the culmination of more than 18 months of work by the Biden administration. The Act is a significant accomplishment, particularly in the realm of social and climate change policy. As with […]
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