Financial Institutions

Helping Overcome Challenges

Deregulation, convergence, and consolidation are continually impacting the financial services industry. Organizations are striving to protect and increase market share in local markets while facing competition from new multinational entities and old rivals.

Jones, Nale & Mattingly is focused on providing the highest quality of service to meet your needs in an ever-changing environment. Our team is dedicated to helping you with today's complex financial environment, including understanding and overcoming marketplace, regulatory and operating challenges. Our comprehensive approach addresses business performance, risk management, regulatory, information technology, financial, operational, and strategic components of a financial institution, resulting in better preparation to respond to challenges.

Specialized services we provide to financial institutions include:

• Audits and reviews of financial statements
• Regulatory compliance auditing and attestation services
• Corporate and executive tax planning services
• Employee benefits consulting
• Design of executive and employee incentive compensation plans
• Merger and acquisitions including valuation of target companies
• Internal audit assistance and outsourcing
• Development and review of internal controls
• Projections and forecasts
• Assisting lenders with loan restructuring and workout situations
• Interest rate risk management reviews
• Assistance with directors’ examinations
• Information technology review
• S-Corporation conversions
• ALLL model analysis
• Business continuity planning
• Fraud investigations
• Loan reviews
• Business valuations

Success in today's financial services market means generating new revenue and reducing operating costs. More than just examining historical data, the professionals at Jones, Nale & Mattingly help our clients increase profitability and better serve their customers.

Get the right perspective on your financial institution. Contact David Price (david @jnmcpa.com) or Ken Lear (ken@jnmcpa.com) today.

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