Industry Experts By Your Side
The Bonadio Group (TBG) offers innovative services to banks, credit unions, mortgage companies, and investment firms. We provide deep specialization and a skill set to match your unique challenges. Our Financial Services team consists of professionals who have worked at financial institutions or have focused exclusively on serving them, which allows us to share our practical and relevant experience to address all your needs.
Who We Serve
- Financial Institutions
- Investment & Other Financial Service Organizations
- Mortgage Organizations
- Private Equity
Our Services
At The Bonadio Group, we are led by proactive problem solvers who bring a unique passion and approach to our work—as a top-ranked national accounting and advisory firm, we are committed to actively listening to our clients and collaborating with them to develop tailored solutions for their financial and business needs.
Since 1978, clients have relied on us as trusted strategic and community-focused advisors who deeply understand their businesses and priorities. Our client’s success is the cornerstone of everything we do.
Accounting, Audit, & Tax Services
An audit is not just a confirmation of financial statements. It helps analyze performance, identify risks, and suggest improvements. We design a unique audit plan to meet your needs and take a forward-looking approach to help you prepare for the future.
CECL Solutions
We help Financial Institutions with CECL compliance. Our team of CECL Specialists provides in-depth knowledge and vast resources to meet your institution’s unique needs, no matter where you are in your CECL journey.
Commercial Loan Review
Accurate loan documents are crucial for commercial lending. These agreements should be comprehensive, enforceable, and protect the lender’s interests. Even minor errors in drafting loan documents can lead to serious consequences.
Internal Audit
Through our extensive experience with internal controls, internal audits, fraud investigations, and working with regulators and external auditors, clients benefit from a knowledge that is difficult, if not impossible, to duplicate in-house. Our goal is to deliver efficient, formal, structured, repeatable, easy-to-use processes.
IT Security, Compliance, & Testing
Our team of Information Risk Management experts guides you in safeguarding your business, preventing fraud, and complying with cyber security regulations. We possess extensive experience in consulting, with a specific emphasis on database communication and software interfaces.
Regulatory Compliance
The financial services industry is inundated with ever-changing regulations, making it overwhelming to maintain proper compliance practices. Our expertise in regulatory compliance has helped financial institutions of all sizes.
Navigate Your Most Complex Challenges
Successfully navigating the financial sector demands more than mere knowledge. It requires industry expertise and firsthand experience. At The Bonadio Group, our advisors have worked at financial institutions or have focused exclusively on serving them. So, whether it’s tax services, audits, commercial loan reviews, IT security, regulatory compliance, and more, we’ll bring decades of insights to help you navigate your most complex challenges.
The Bonadio Group Financial Services Team Leaders
The Bonadio Difference
Partner with The Bonadio Group, which has seasoned financial specialists specializing in audit, tax, consulting, and advisory services. We take pride in understanding your unique business needs and industry and providing customized solutions that exceed your expectations. With us, you’ll receive more than services—you’ll gain a dedicated team committed to your success.
We always strive to give our clients more:
- As Trusted Partners
- As Problem Solvers
- As Industry Experts
- As Community Leaders
Regional Affiliations
Main Contacts
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