Deloitte
Big Four firm offering audit and assurance and tax services, with industry practices across financial services, government, health care, real estate and technology.
By industry
Accounting firms for banks and financial services
Banks, credit unions and other financial institutions are examined by regulators and may need audits under FDICIA, internal audit support and regulatory compliance reviews. Experience with your regulator matters.
What to ask a firm about banks and financial services
- Which regulators do your financial institution clients report to?
- Do you provide internal audit or regulatory compliance services as well as the external audit?
16 firms that list banks and financial services
| Firm | Size type | Headquarters | Audit | SOC 1 / SOC 2 | Tax | Client accounting | Industry niches listed |
|---|---|---|---|---|---|---|---|
| Deloitte | Big Four | New York, NY | Yes | Not listed | Yes | Not listed | Technology and software, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| EY | Big Four | New York, NY | Yes | Yes | Yes | Not listed | Technology and software, Health care, Banks and financial services, Government and public sector |
| KPMG | Big Four | New York, NY | Yes | Yes | Yes | Not listed | Technology and software, Manufacturing and distribution, Health care, Banks and financial services, Government and public sector |
| PwC | Big Four | New York, NY | Yes | Yes | Yes | Not listed | Technology and software, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services |
| Baker Tilly | National | Chicago, IL | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| BDO USA | National | Chicago, IL | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Cherry Bekaert | National | Raleigh, NC | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| CLA (CliftonLarsonAllen) | National | Virtual headquarters | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Crowe | National | Chicago, IL | Yes | Yes | Yes | Not listed | Technology and software, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Eide Bailly | National | Minneapolis, MN | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Forvis Mazars | National | Offices nationwide | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Grant Thornton | National | Chicago, IL | Yes | Yes | Yes | Yes | Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services |
| Plante Moran | National | Southfield, MI | Yes | Not listed | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| RSM US | National | Chicago, IL | Yes | Not listed | Yes | Not listed | Multifamily and affordable housing, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Wipfli | National | Milwaukee, WI | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Clark Schaefer Hackett | Regional | Cincinnati, OH | Yes | Not listed | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
EY
Big Four firm offering assurance, SOC reporting through its technology risk practice, and tax services, with industry practices including financial services, government, health and technology.
KPMG
Big Four firm offering audit, technology assurance including SOC reports, and tax services, with industry practices including financial services, government, health care, industrial manufacturing and technology.
PwC
Big Four firm offering audit, SOC reporting and tax services, with industry practices including financial services, health services, industrial manufacturing, real estate and technology.
Baker Tilly
National firm offering audit, SOC reporting, tax and outsourced accounting, with industry practices including senior living, real estate and affordable housing, mortgage lenders, government and nonprofits.
BDO USA
National firm offering audit, third-party attestation including SOC reports, tax and outsourced accounting, with industry practices including real estate (residential and multifamily), long-term care, specialty finance and nonprofits.
Cherry Bekaert
National firm offering assurance including SOC reports, tax and outsourced accounting, with industry practices including health care (nursing homes and continuing care retirement communities), technology, government and nonprofits.
CLA (CliftonLarsonAllen)
National firm with a virtual headquarters, offering audit, SOC examinations, tax, and client accounting and advisory, with industry practices including senior living and care, affordable housing, mortgage companies, nonprofits and government.
Crowe
National firm offering audit, SOC reporting and tax services, with industry practices including financial services, health care, public sector, manufacturing, and real estate and construction.
Eide Bailly
National firm offering audit, SOC examinations, tax and outsourced accounting, with industry practices including affordable housing, senior living, technology and SaaS, government and nonprofits.
Forvis Mazars
National firm offering assurance including SOC reports, tax and outsourced accounting, with industry practices including senior living and long-term care, multifamily housing, public sector and nonprofits.
Grant Thornton
National firm offering audit, SOC and other enterprise assurance, tax, and finance and accounting outsourcing, with industry practices including financial services, health care, manufacturing, nonprofits and technology.
Plante Moran
National firm offering audit, tax and outsourced finance and accounting, with industry practices including senior care and living, affordable housing, mortgage banking, manufacturing and government.
RSM US
National firm focused on the middle market, offering audit and tax services with industry practices from manufacturing and construction to nonprofits, health care and real estate, including multifamily.
Wipfli
National firm offering audit, SOC examinations through its risk advisory practice, tax and outsourced accounting, with industry practices including senior living, financial institutions, construction and nonprofits.
Clark Schaefer Hackett
Regional firm offering audit, tax, and outsourced accounting and virtual CFO services, with industry practices including affordable housing, health care and senior living, financial institutions and government.