Financial Services

Cherry Bekaert provides a variety of financial services organizations with assurance, tax, transaction advisory, risk management, accounting advisory, IT, and cybersecurity guidance and capabilities to support your business.

Leading Audit, Tax and Advisory Services for the Financial Services Industry

At Cherry Bekaert, our comprehensive audit, tax and advisory services are tailored to meet the unique needs of our financial services clients. Whether your organization is a bank, credit union, investment fund or insurance company, our dedicated, multifunctional team of experienced professionals offer in-depth knowledge of the financial services industry. We provide tailored solutions to help you navigate the rapidly evolving operational, regulatory and economic landscape within the financial services sector.

Financial Services Industry Segments We Serve Include:

Tailored Offerings for the Financial Services Industry

Audit and Assurance Services

As a Public Company Accounting Oversight Board (PCAOB) registered firm, our assurance professionals are committed to providing high-quality attest services while upholding integrity, transparency and accountability within the financial reporting process.

Our experienced professionals lead each engagement and bring technical capabilities, depth of industry knowledge and a proactive approach. This helps to establish compliance with regulatory requirements while providing valuable insights to stakeholders as they adapt to accelerated movements that transform and evolve their business model.

Tax Services

While our tax professionals serving financial services clients are committed to maintaining compliance with tax laws and regulations, they also take a proactive approach in tax planning designed to optimize overall tax strategies.

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