As the largest independent accounting firm in Upstate New York, with an expanding presence in the New York and New Jersey metro areas, we have the necessary resources to serve all of your needs.
From banks, to mortgage and finance companies, to broker-dealers and credit
unions, Bonadio understands the specialized services financial firms require.
Of course, we offer impeccable financial statement audits. But our extensive
offering covers every issue a financial institution faces, such as:
- Risk management services, from IT audits to IT penetration testing
- Loan reviews and fraud investigations
- Bank and federal reserve regulatory filings
- Sarbanes-Oxley compliance
- Initial public offerings
- Private placements memorandums
- Mergers and acquisitions
The Bonadio team is best known for its combination of practicing to the
highest standards and taking a proactive approach with banking industry
clients. Between Bonadio and our Moore Global Network Limited North America member firms, we
currently provide services to hundreds of financial
institutions—including SEC registrants. Our clients range in size from de novo status to $3 billion in total assets.