Financial Institutions Services
Dalby, Wendland & Co. provides a variety of services to the financial institution industry. The theme of our services focuses on the unique needs of each financial institution. Our services are designed to provide solutions to the needs of each institution. We have assisted institutions in the organization stage, through growth and expansion, and the transition of ownership. Our financial institution client service team has the experience to provide solutions to a variety of needs.
Assurance Services
- Financial statement audits, reviews, and compilations
- Operational audits
- Internal control reviews
- Attestation of internal controls over financial reporting
- WebTrust
Tax Planning and Compliance
- Tax planning
- Tax preparation
- Estate and gift tax
- Assistance with IRS audits and inquiries
- Cost segregation studies
Consulting & Planning
- Financial projections & budgets
- Capital planning
- Mergers & acquisitions
- Valuations
- Goodwill impairment tests
- Management succession plans
- Allowance for loan loss
Regulatory Services
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