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Financial Services

Revenue recognition roadmap

Revenue recognition Theres more than meets the eye image
1 min read
Will policy changes affect revenue recognition implementation?
Revenue recognition will happen as planned in 2018 for public companies and 2019 for private companies.
David Grubb
Article March 06, 2017 1 min read
Revenue recognition: The longer you wait, the less you know
Scott Purtill
Webinar November 10, 2016 1 hour and 16 min watch
With the new revenue recognition standard, it pays to be proactive
Shelly Gower
Article October 25, 2016 2 min read

Ready for change?
Revenue recognition guide for financial institutions

How technology can transform your business

How technology can transform your business
1 min read
ERP dirty dozen: 12 signs your business needs to replace its ERP system
Your ERP system needs to evolve in response to market pressures and business changes. System limitations can affect ROI, efficiency, performance, and your overall business strategy. These 12 signs suggest it's time to assess the situation.
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
Understanding & planning your cloud strategy
Judy Wright
Podcast May 17, 2017 14 minute listen
Cutting through the data analytics hype
Webinar May 02, 2017 1 hour watch

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

Financial Services Thought Leadership

Up Next

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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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.