Skip to Content

Financial Services

From financial institutions and investment funds grappling with increasingly complex reporting, governance, and regulatory requirements to insurance companies seeking to protect against mounting cybersecurity risks, the financial services industry faces increasing pressure. Our dedicated financial services practice simplifies the complexity of industry change for more than 500 financial institutions, insurance companies, mortgage lenders and servicers, and alternative investment groups. Our audit, tax, and consulting professionals are poised to help you succeed.

Up Next

Revenue recognition roadmap

Revenue recognition Theres more than meets the eye image
1 min read
Ready for the new revenue recognition standard?
It's critical to begin planning now for the new revenue recognition standard to ensure compliance and minimize operational impacts. Our industry-specific guides can help you simplify adoption.
Christa LaBrosse
Article July 01, 2017 1 min read
With the new revenue recognition standard, it pays to be proactive
Shelly Gower
Article October 25, 2016 2 min read
Will policy changes affect revenue recognition implementation?
David Grubb
Article March 06, 2017 1 min read
Revenue recognition: The longer you wait, the less you know
Christa LaBrosse
Webinar November 10, 2016 76 min watch

Ready for change?
Revenue recognition guide for financial institutions

How technology can transform your business

How technology can transform your business
4 min read
Keep IT right-sized through growth and change
In a business environment where change and volatility are inevitable, organizations must know how to keep their technology environments right-sized. Here’s how to improve elasticity and adaptability in your IT investments.
Sri Chalasani
Article September 20, 2017 4 min read
Implementing an ERP system? Strengthen controls to prevent fraud
Scott Eiler
Article September 01, 2017 6 min read
ERP dirty dozen: 12 signs your business needs to replace its ERP system
Doug Hockenbrocht
Article June 14, 2017 1 min read
Cybersecurity: Taking aim at a fast-moving target
Joseph Oleksak
Article May 23, 2017 3 min read

CECL guidebook
An introduction to the FASB financial instruments credit loss model

Related Events

  • WBA Secur-I.T. Conference
    Join Plante Moran and explore aspects of bank operations, technology, and security at this year’s WBA Secur-I.T. conference.
    Event September 26, 2017 - September 27, 2017 1 min read Upcoming
    Room full of people looking at their phones.
  • Implementing the new credit loss model
    Unsure how to implement CECL? Join our experts and learn which option is right for you.
    Webinar September 27, 2017 60 min watch Upcoming
    Smiling woman looking at her watch, walking through an airport with 2 people behind her.
  • 2017 OBL/ILFI Joint Convention
    We are proud to be sponsoring the upcoming OBL/ILFI Joint Convention October 12-15.
    Event October 12, 2017 - October 15, 2017 1 min read Upcoming
    Business people walking through conference center.
  • CUES 2017 Fall Economic Summit
    We’re excited to be sponsoring the CUES 2017 Fall Economic Summit October 19 – 20 in Ypisilanti, MI.
    Event October 19, 2017 - October 20, 2017 1 min read Upcoming
    Woman working on laptop, superimposed over a mountain scene.

Financial Services Thought Leadership

  • CECL part I: Introduction to the final standard
    Do the new standards for CECL have you wondering how you’ll be affected? This webinar will help you understand the changes and ensure you’re ready to follow them.
    Webinar September 14, 2016 42 min watch
    Business partners overlooking a blurred cityscape
  • Don't neglect tech: Cybersecurity is key to due diligence
    An independent assessment of your target's network, data, and cybersecurity measures mitigates risk — and headaches. Don’t overlook these seven areas.
    Raj Patel Jennifer Fiebelkorn
    Article April 12, 2017 3 min read
    Image of people standing in a server room

Up Next

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

Our Team

Plante Moran's financial services practice comprises more than 150 industry professionals serving more than 500 financial services clients. Our team includes CPAs and consultants—many of whom have certifications and specialized skills in areas like internal audit, regulatory compliance, trust audit, information systems audit, and information systems security. But expertise is just one part of the equation. Just as important is the fact that clients tell us they genuinely like the people on our team—and the positive attitudes we bring to every engagement.