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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.

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How changing regulations affect financial institutions

How changing regulations affect your bank image
2 min read
CECL: Clarity and simplicity are on the horizon for community institutions
The road to adopting the CECL standard continues to narrow as the industry moves closer to adoption, bringing with it simplicity and practicality for community institutions. But political noise provides distraction.
Ryan Abdoo
Article February 1, 2019 2 min read

CECL guidebook part 2
Loss rate calculations of the allowance for loan and lease losses

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
Revenue recognition: The longer you wait, the less you know
Christa LaBrosse
Webinar November 10, 2016 76 min watch
Accounting and regulatory update for public companies
Diane Kirk
Article January 30, 2019 20 minute read

Ready for change?
Revenue recognition guide for financial institutions

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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.”

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