As one of Tennessee’s largest public accounting and business advisory firms, we work with a variety of financial service companies on a daily basis. We take great pride in being a trusted advisor for our clients. Within our firm and through the Leading Edge Alliance of firms, we possess significant knowledge and tools that may prove beneficial to your organization.

We believe we are uniquely qualified to assist you, the management of financial service companies, by offering perspectives and insights derived from our experience and from our financial services relationships. You will benefit from our functional expertise not only in the fields of audit and tax, but also in the critical areas of human resource management and staffing, technology, security and risk management. While we understand that you make your money underwriting, loaning and investing money, you are also business owners with a range of needs that have to be met in order to succeed.

Our diverse group of professionals brings a broad array of talent to any client engagement, having not only functional auditing and consulting experience, but industry experience as well. Many have overseen the same responsibilities you now manage. We believe this combination of diversity and experience means you get more ‘bang’ for your professional service dollar. And, because of our bench strength, we can respond and deliver on your timetable, not ours.

Some of the types of financial service companies we work with as well as the types of services we provide are as follows:

Financial Service companies served by LBMC:

• Banks
• Investment Companies
• Insurance Companies
• Broker Dealers
• Private Equity/Venture Capital

Services Provided

 
Financial Institutions Industry Services: