Who We Serve: Financial Institutions
From banks to credit unions, mortgage brokers to investment advisors, MMB has extensive experience in providing professional accounting services to the financial institution industry. 

Currently, this industry comprises approximately 13% of our practice and we remain dedicated to providing the highest level of service to these clients. 
Members of our Financial Industry Service Group routinely attend continuing education conferences specific to the financial industry. 
Their expertise and extensive experience in this area allows us to provide exceptional service for our clients in the industry, including:

•    Audit of financial statements in accordance with Ray Jacobi, Rochester Office
      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
•    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
•    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


ENTITIES SERVED:
Banks
Credit Unions
Mortgage Brokers
Investment Advisors
Hedge Funds
Savings & Loans Institutions
Trust Companies
Financial Planning Firms