Banking and Financial Institutions

How Brady Martz Can Help You...

Brady, Martz & Associates, P.C. is a leading financial institution service provider, committed to providing the highest service to our clients. We have served the financial institution industry for more than 60 years with over 50 financial institutions utilizing our independent professional services.

With this experience, we recognize the challenges facing the financial services industry in a world of ever-changing regulations and responsibilities for compliance. Because of the constant changes in accounting, reporting, regulatory, and income tax issues affecting banks and credit unions, specialized accounting and tax knowledge is required. To be successful, institutions must manage their overall financial condition, profitability and liquidity so they have the financial flexibility they need to be effective. That's why it's essential for banks and credit unions to utilize a team of professional to help in these specialized areas.

To meet your challenges, Brady Martz has assembled a quality team with expertise and many years of experience in banking services. We have a sincere desire to see all our clients succeed, no matter what their size. We also know that not every entity's needs are the same. That's why we treat each client's needs with individualized attention.

Bank Industry Services

INDEPENDENT AUDITS Financial Statements Trust Operations Internal Controls Employee Benefit Plans "DIRECTOR'S EXAMS" Agreed upon procedures engagements Attestation engagements TAX SERVICES Tax Planning S Corporation Issues Federal and State Income Tax Preparation

OTHER SERVICES Business Consulting Valuation Services Strategic Planning Policy Review Tax Sharing Agreement Review Regulatory Reporting Financial Statement Analysis Acquisitions/Sales/Mergers Succession Planning System Review/Selection Internal Control Review

Many other areas of tax, business advisory,
and accounting services
for all of your outsourcing needs.