Shareholder value. Regulatory requirements. Evolving technology. Security concerns. Tax burdens. Issues like these are real challenges for financial services companies.

As we serve approximately 200 financial institution clients, our financial institution specialists are the most experienced in the Mid Atlantic region. Our audit clients range in size from de novo banks to institutions with total assets in excess of three billion dollars, of which 50 are publicly held companies. We also provide tax services to several bank holding companies with assets up to $15 billion.  Due to our size, the number of financial institution clients we serve, and our public company expertise, we are well recognized in the industry by market makers and other investment banking firms serving community banks.

bmc’s commitment to the financial institution industry means that we allocate our best resources to effectively serve our financial institution clients. A substantial percentage of our financial institution industry team and about half of our  partners have significant previous experience with national accounting firms. With this background, we offer our clients that unique blend of technical expertise and personal service that is often unavailable from national firms who may be focused on more sizable engagements.

• Audit and Accounting
• Tax Preparation and Planning
• SEC and Regulatory Reporting
• Merger, Acquisition, and IPO Consulting
• de novo Bank Start Up Assistance
• Internal Audit
• Compliance Reviews
• Information Systems Examinations
• Trust Audits
• Directors’ Examinations
• Loan Collateral Reviews
• Internal Control Reviews
• Analysis and Implementation of Accounting and Regulatory Pronouncements
• Audit Committee Structure and Organization
• Fraud Examinations

Regional contacts:

Western Pennsylvania and Ohio: 
H.P. (Bud) Kelly, Jr.
800-267-9405

Philadelphia, Pennsylvania Region: 
Barry Pelagatti
800-267-9405

New Jersey: 
Barry Morgan
800-267-9405

New York:
Don Taylor
800-267-9405
Maryland and Virginia: 
Faye Feger
800-267-9405