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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.

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How changing regulations affect financial institutions

How changing regulations affect your bank image
1 min read
CECL: Select what's best for your institution
With the new CECL accounting standard approaching, institutions are re-evaluating their methodologies. The more complex choice isn’t always better. Are you selecting the right methodology for your institution?
Ryan Abdoo
Article May 14, 2018 1 min read
Navigating the road to the new CECL standard
Ryan Abdoo
Article November 16, 2017 2 min read
How to implement CECL using Excel
Ryan Abdoo
Webinar September 27, 2017 61 min watch
CECL adoption: Not as complex as you may think
Ryan Abdoo
Article August 15, 2017 2 min read

Ready for change?
Revenue recognition guide for financial institutions

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 1, 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 6, 2017 1 min read
Revenue recognition: The longer you wait, the less you know
Christa LaBrosse
Webinar November 10, 2016 76 min watch

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

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Financial Services Thought Leadership

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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.