Banks

Expertise

Conquer challenges and leverage opportunities

The pressure on today’s banks is relentless. Whether its concerns about liquidity management and credit risk, keeping up with new regulations and reporting requirements, adapting to changing customer demographics, handling growth, or managing data governance and cybersecurity issues, banks must navigate it all. As the decision-maker, your challenge is to build a long-term strategy that right-sizes growth, maximizes operational efficiencies, and ensures an adequate return to shareholders. We’re here to help you ease the burden.

Your issues are our priority

Our team of 200 professionals is known for its breadth and depth of technical knowledge in the banking industry, supporting de novo, community, and regional banks. Serving more than 275 financial institutions, we’re experts in financial statement audits, internal audits, cybersecurity, as well as regulatory compliance, loan review, trust, and other risk management services.

Solutions

With comprehensive accounting, tax, and consulting services, we have the industry knowledge, experience, and resources to help you meet your goals.

Topics

Insights

More Insights

How AI can drive growth for financial services

Article / 5 min read

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Q4 2025 U.S. Office Real Estate Market Report

Article / 10 min read

Understanding the restoration of expensing domestic Section 174 R&E costs

Webinar / 1 hour watch

Are you prepared for the next disruption? An enterprise risk management handbook

White Paper / 16 min read

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R&D tax credits got simpler at federal level. Not in the states

Article / 5 min read

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Accounting Standards Updates: Newly issued & newly effective

Article / 6 min read

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Case Studies

SEE ALL CASE STUDIES

Two tax professionals standing on steps discussing cost segregation.

June 06, 2024

Real estate company saves $2.3 million in taxes using cost segregation

After completing construction on a new building, our client wanted to explore eligible strategies for tax savings on their investment. Engaging our cost segregation specialists was their first step.

Case Study / 2 min read

Client Experience

Collaborating for your success

We have more than 50 years’ experience serving clients just like you. We apply this deep industry knowledge to every engagement, providing customized solutions to your unique situation — and with one of the lowest turnover rates in the industry, the same team members will collaborate with you for every step of your engagement.

In an industry rife with complexity and change, it’s reassuring to partner with people you can depend on to see your project all the way through. Like our financial services practice leader Brian Franey often tells clients, “Our staff know this industry and they act as key business advisors for our clients, helping them grow and thrive in a tough regulatory environment.”

Pam Lawson

Chief Financial Officer, Grand Savings Bank

Plante Moran has been a steady, trusted partner to Grand Savings Bank. Their FDICIA and internal controls audit was efficient, friendly, and grounded in practical, risk-focused insights. Their team even flew to Arkansas to meet us in person — a meaningful gesture that reinforced their commitment to our relationship.
Throughout the engagement, they welcomed every question and responded quickly. Their fee structure was clear, and they were flexible with both in-person and remote work. They encouraged us to examine areas we hadn’t previously considered, which helped us strengthen our internal controls. We also gained valuable risk assessments, practical policy and procedure examples, and stronger connections across the banking community.
We recommend Plante Moran for their availability, responsiveness, and straightforward approach.

Dennis Weber

Chief Financial Officer, High Country Bank

We engaged Plante Moran for internal audit and loan review services, and the experience has been genuinely valuable to our bank. From the start, Ryan Abdoo and the engagement team felt like an extension of our culture — competent, knowledgeable, and clearly committed to our industry.
Plante Moran’s work goes beyond checking a box. Their practical guidance has strengthened our operations and laid a solid foundation for our future. We’ve appreciated their proactive communication — topical updates and periodic check-ins — as well as their willingness to answer questions between formal reviews. That responsiveness helps High Country move quickly and align around continuous improvement.
We recommend Plante Moran to any other institution seeking a knowledgeable partner who is committed to the industry.

Dan Hollowed

Chief Financial Officer, Cornerstone National Bank & Trust Company

I view our relationship with Plante as a strategic business partnership — an alliance that I can rely on for sound business advice. They are recognized as a true industry leader. The staff assigned to our account are very talented, dedicated professionals who take pride in their work. We have also had significant continuity in staffing, which has been a real plus. Their ‘we care’ client service culture is evident in the way they interact with our staff and consulting with us throughout the year.

Our Team

MEET OUR TEAM

Brian Franey

Partner

Robert Bondy

Partner

Banks

Expertise

Your issues are our priority

Solutions

Audit and accounting

Regulatory compliance

Cybersecurity and technology

Internal audit

Loan review

Model validation

Business advisory

Tax