FINANCIAL INDUSTRY SERVICES

KPM has made a firm commitment to the financial services industry to identify financial and industrial changes. Upon identifying these changes, we help the institution avoid potential hazards and capitalize on opportunities in order to emerge stronger and more competitive with each situation.

Experience

KPM's shareholders and staff have been providing services to financial institutions for over 25 years. Our knowledge and years of experience qualifies KPM to be a part of your "Business Advisory Team." KPM serves financial institutions at all stages - from the organizational and development stages to multi-institution holding company groups. Our professionals have a proven track record with all types of institutions - commercial banks, savings and loan associations, mortgage bankers, and trust companies.

KPM works with both private and publicly held companies. We are members of the Securities and Exchange Commission Practice Section of the American Institute of Certified Public Accountants. Our membership adheres to the peer review requirements and practice guidelines established for firms who deal with publicly traded clients. We have received the highest marks during our peer reviews with respect to our firm's quality control procedures.

Range of Services

In your highly regulated industry, many independent accounting services are required.

  • Directors examinations
  • External auditing
  • Tax return preparation
  • Franchise tax preparation
  • Employee benefit & retirement plan reporting
  • Holding company annual reports
  • Call report assistance

KPM also provides added value by meeting specific needs and improving overall strength.

  • Internal control reviews
  • Income tax planning
  • Benefit plan design & implementation
  • Retirement plans
  • Stock valuations
  • EDP reviews
  • Charter and branch applications
  • Merger/change of control applications
  • Holding company formation
  • Holding company debt service projections
  • Information on current accounting and tax issues
  • General business counseling
  • Accounting for depreciable assets    

For more information about these services contact Mike Phillips, CPA or Sean Balisle, CPA at (417) 882-4300.