Financial Institutions

Rochester Contact

Mark J. Kovaleski, CPA



Mark's Bio >

Elmira Contact


Judith G. McIntosh, CPA



Judith's Bio >



Canandaigua Contact


Kristina Stamatis Mengel Metzger Barr (MMB) 

Kristina Stamatis, CPA



Financial Institutions

With decades of experience and a dedicated team of industry experts, we’ve earned our reputation for excellence, providing professional accounting services to the financial institution sector. From banks and credit unions to hedge funds and investment advisors, our Financial Industry Service Group has the knowledge and resources to ensure accurate, comprehensive and timely reporting.    

Our services include:

  • Audit of financial statements in accordance with generally accepted auditing standards
  • Computer feasibility studies/vendor selection services
  • Assistance in implementing new accounting and financial reporting pronouncements
  • Deferred compensation and retirement plan advice
  • Preparation of financial and business forecasts
  • GIPS Verification
  • Tax compliance and consulting
  • Updates on NCUA Regulatory changes
  • Agreed-upon procedures for compliance with the Bank Secrecy Act
  • Assistance with implications of Sarbanes Oxley compliance issues
  • Designing, installing and implementing accounting and financial reporting systems
  • Preparing branch feasibility studies
  • Performing pension plan audits
  • Internal audit outsourcing
  • Consulting services in areas such as development of internal budgets, analysis of internal control procedures and evaluation of profitability and cash flows on a functional or cost center basis

Financial institutions served:

  • Banks
  • Credit unions
  • Mortgage brokers
  • Investment advisors
  • Hedge funds
  • Savings and loans institutions 
  • Trust companies
  • Financial planning firms