Audit services

Plante & Moran is recognized as a leader in financial institution accounting, auditing and consulting services.  Our team of skilled auditors is supported by tax, regulatory and consulting staff that provides specialized solutions tailored to the needs of our clients.  We conduct an independent evaluation of your information and related control systems, placing particular emphasis on integrity, efficiency and value.  Our audit services include:

• Discussion early in the planning process of new requirements impacting the financial institution
• Audit interim field work approximately three months prior to year end
• Year-end audit procedures performed at a time to fit your needs
• Involvement of information technology specialists during the audit process
• Preparation of the financial institution’s annual financial report if requested
• Management letter and recommendations highlighting ideas that will help your financial institution maximize its use of resources
• Interaction with the board and audit committee regarding significant matters addressed in the audit
• For an SEC audit you will be provided with the following:
  • Onsite quarterly reviews in accordance with SAS 100
  • Coordination with your institution’s personnel to ensure timely filing of SEC financial related documents
  • Audit of the internal control over financial reporting, when applicable

To request an external audit, please contact us today