Consulting Services

Merger Consultations

When considering a merger with another entity, there's a broad spectrum of aspects which need to be carefully examined before the merge occurs.  Our experienced professionals can offer accounting assistance such as what the combined entity might look like, how to record the merger, and recording merger adjustments after the merger date.

SEC Support

Banks and bank holding companies are subject to numerous regulatory reporting requirements.  We have experience in periodic filings with the SEC, Federal Reserve, and FFIEC.  Annually, we attend seminars to stay abreast of the ever changing reporting requirements.  Whether you need staff training or want someone to review the forms before they are filed, we can help.  Our experience includes preparation of SEC quarterly and annual filings, Federal Reserve quarterly filings, quarterly call reports, and annual summary of deposit forms.

Internal Audit Consulting

Internal auditing is a vital part of maintaining your quality controls.  Whether you're looking to develop an internal audit department or just want to refine or evaluate your existing internal audit team, we have the knowledge and experience to assist you.

Our consultation would include an examination of:

  • Your internal audit plan
  • Qualifications and skills of the audit staff
  • Education and training of the audit staff
  • Oversight and quality controls
  • Tracking and monitoring of findings and responses
  • Interaction of the department with management

We can also consult with you about other internal audit concerns you may have.

Don't see what you're looking for?  Contact one of our professionals for more about services we offer.

Rowles Partners

Steven D. Halpern, CPA
Bank Services
443-725-5395 x105

Darlene D. Gerstmyer, CPA
Internal Auditing and Regulatory Compliance
443-725-5395 x104

Joseph A. Musumeci, Jr., CPA
Tax Services
443-725-5395 x120