Skip to Content

Financial Services

Plante Moran Logo

COVID-19: Adapt faster, emerge stronger. Access our resource center.

COVID-19: Adapt faster, emerge stronger. Access our resource center.

COVID-19: Adapt faster, emerge stronger. Access our resource center.

A future-focused partnership with the technical expertise you need

From financial institutions and investment funds grappling with increasingly complex reporting, governance, and regulatory requirements to insurance and specialty finance companies seeking to protect against mounting cybersecurity risks, the financial services industry faces increasing pressure. As those pressures mount, so does our desire to help you stay ahead of challenges.

We’re known for our breadth and depth of technical knowledge, serving more than 500 banks, credit unions, investment companies, broker-dealers, mortgage bankers, and other leasing and specialty finance companies. Our 200 financial services experts include CPAs, risk management professionals, internal audit professionals, loan review specialists, regulatory compliance specialists, management consultants, technology experts, and fraud examiners. We’ll help you meet tight schedules and deadlines, advocate for best outcomes, proactively stay ahead of cybersecurity risks, and assure stakeholders in today’s tough economic climate.

How changing regulations affect financial institutions

How changing regulations affect your bank image
4 min read
PPP loans: What financial institutions need to know related to accounting
If you gave out PPP loans, you may be wondering how to account for them. While FASB hasn’t issued guidance, the AICPA released technical Q&As to help guide you. We break them down here.
Ryan Abdoo
Article July 30, 2020 4 min read

Financial Institutions Advisor: Insights for 2020 and Beyond
The financial industry is transforming quickly. Balance risk and deliver strong returns in 2020.

Related Events

  • Rethinking business and transaction structures during COVID-19

    Explaining longer-term tax planning strategies, our tax experts focus on business entities, operations, and transaction planning. We help you find and implement the best strategy to help you attain your business goals, as well as how to implement it.

    Stephen Eckert
    Webinar August 18, 2020 60 min watch Upcoming
    Young business woman writing on post-it notes stuck to a glass window.
  • Dealing with business debt during challenging times

    Business debt can play both positive and negative roles during trying times. Our experts will discuss bad debts, COD income and debt renegotiations, the interest expense limitation, and bankruptcy.

    Stephen Eckert
    Webinar September 1, 2020 60 min watch Upcoming
    A frustrated employee working from home with his head down on the desk.
  • FMS and Plante Moran: Key accounting and financial reporting updates webinar
    Join us for an insightful and pertinent accounting and financial reporting update, covering topics including PPP loans, mortgage banking considerations, and more.
    Ryan Abdoo Emily Anderson
    Event September 29, 2020 Upcoming
    Woman sitting in a home office on a laptop

Financial Services Thought Leadership

  • Optimizing tax accounting methods in challenging times

    Accounting methods are a valuable — but often overlooked — tool for managing tax cash flow, which is even more valuable during times of economic uncertainty. View our on-demand webinar to make sure you’re optimizing your accounting methods.

    Stephen Eckert Emily Murphy Kate Oliver
    Webinar August 5, 2020 60 min watch
    Middle-aged woman sitting at table reviewing tax documents.
  • NAIC INT 20-08 revisions: Limited-time exception and enhanced disclosures for COVID-19

    INT 20-08 provides insurance carriers a limited-time exception — and requires enhanced disclosures — for discretionary payments to policyholders for COVID-19-specific issues. Here’s what you should know about the updated guidance.

    Michelle Goss Tom Marchese
    Article July 30, 2020 3 min read
    Woman sitting at kitchen table using laptop computer for work.
  • PPP loans: What financial institutions need to know related to accounting
    If you gave out PPP loans, you may be wondering how to account for them. While FASB hasn’t issued guidance, the AICPA released technical Q&As to help guide you. We break them down here.
    Ryan Abdoo Joe Vloedman
    Article July 30, 2020 4 min read
    Empty banking lobby
  • Garmin hack: Part of a growing ransomware trend

    Did you hear about the Garmin cyberattack? If not, listen up: Copycat attacks are common in the cybercrime industry, and ransomware activity is growing.

    Raj Patel
    Article July 28, 2020 2 min read
    Man in workout gear checking is smart watch fitness device.

Our clients say

The Plante Moran team that performs our audit and tax work is top notch. They not only give us high quality work in this area, they are trusted advisors. I always involve them in our strategic discussions because they provide good insight that helps us make proper management decisions.

Michael Burke President & CEO, CSB Bank

Individualized attention and service

As trends, economic factors, and regulations change, we help you keep a step ahead by looking at the implications for your institution. Our ability to react quickly in an increasingly complex and evolving field — and translate how that affects you — is what sets us apart.

Brian Pollice, financial services practice leader, knows that taking the time to understand the specific dynamics that separate you from your competitors is a key factor. “When our clients raise a concern, we don’t just provide a canned response. Each engagement is unique. We put their fears to rest by investing our efforts into studying their particular organization and providing practical, effective, and timely solutions.”

How can we help your business?

Contact us or submit an RFP