Banking & Financial Services
Strategic accounting and advisory for financial institutions navigating change and complexity.
Industry Insight
We recognize that the banking and financial services industry often demands more than traditional accounting services. Our professionals have deep experience helping institutions manage regulatory burdens, economic fluctuations, and tax complexities with tailored, proactive solutions.
PNJK has supported a wide range of institutions including commercial and savings banks, credit unions, trust companies, broker-dealers, and registered investment advisors. We understand the evolving landscape and provide insights that meet your institution’s operational and compliance goals.
How We Help
- Implementation of new accounting standards
- Investment impairment and complex accounting issues
- Regulatory examination support
- Investigation of embezzlement and fraud
- M&A support: branch and institutional acquisitions
- Due diligence for insurance agency acquisitions
- Capital loss & charitable contribution analysis
- Private foundation establishment and strategy
- Technology advisory including control reviews