Expert Methodology for Financial Institutions

Adapting to a Dynamic Industry

Today's everchanging regulatory and accounting landscape requires professionals who understand your challenges and can help guide you through the fluctuations. With over eight decades of working with financial institutions, we offer a wealth of experience and knowledge to help you excel in your industry.

Beyond the Fundamentals

We believe that our clients deserve every attention to detail.  That's why we go beyond reporting our findings to offer solutions.  And we don't stop there; we use our vast experience with financial institutions to promote efficiency.

Services Geared to Your Needs

  • Audits
  • ACH Compliance Examinations
  • Bank Secrecy Act Compliance Examinations
  • Board and Committee Training
  • Consulting Services
  • Fixed Asset Accounting
  • HUD Audits
  • Internal Audit Services
  • Independent Tellers of Election
  • TR-39 PIN Security and Key Management Compliance
  • Retirement and Employee Benefit Plan Audits
  • Merger Accounting
  • SEC Reporting
  • Supervisory Committee Agreed-Upon Procedures
  • Tax Planning
  • Tax Return Preparation
  • Verification of Accounts
  • Assistance with Call Reports

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

Rowles Partners

Steven D. Halpern, CPA
Partner
Bank Services
443-725-5395 x105
SHalpern@Rowles.com

Darlene D. Gerstmyer, CPA
Partner
Internal Auditing and Regulatory Compliance
443-725-5395 x104
DGerstmyer@Rowles.com

James A. Higbee, CPA
Partner
Credit Union Services
443-725-5395 x119
JHigbee@Rowles.com

Joseph A. Musumeci, Jr., CPA
Partner
Tax Services
443-725-5395 x120
JMusumeci@Rowles.com