Financial Institutions

Cherry Bekaert advises financial institution clients on accounting, audit, tax, risk, cybersecurity and IT challenges as well as complex transactions.

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Empowering Financial Institutions with Audit, Tax and Advisory Solutions to Thrive in a Dynamic Economy

Financial institutions are facing intense competition, increased government regulation, digital technology innovations, evolving customer expectations and unprecedented economic challenges. As the operating environment becomes increasingly complex, we understand your business must focus on the key drivers of growth, security, sustainability and profitability.

Our professionals have vast experience advising financial institution clients on accounting, tax, risk, cybersecurity and information technology (IT) challenges, as well as complex transactions. By partnering with Cherry Bekaert, you will be supported and empowered to accelerate growth and secure your business operations.  

Our Capabilities Extend Across the Following Financial Institutions Sectors:

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Structural Transformation Defines the U.S. Banking Industry

Consolidation, AI, fintechs and regulatory recalibration are redefining how U.S. banks must position themselves for continued profitability. Dive into our second annual industry report to learn more. 

Our Professionals

Connect With Us

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Chris Purvis

Risk Advisory & Financial Institutions Leader

Assurance Services
Partner, Cherry Bekaert LLP
Partner, Cherry Bekaert Advisory LLC

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Kathy Herbig

Financial Institutions Tax Leader

Partner, Cherry Bekaert Advisory LLC

Contact Our Financial Institutions Team