Exceptional People. Innovative Ideas. successful Clients. 

Financial Institutions

 

Financial Institutions Group

 

Financial Institutions Group

 

Julie Graham, CPA; Marsha Bunyan, CPA, CFE, CBA, CIA; Sarah Smith, CPA; Brian Otten, CPA; Elizabeth Heil, CPA;

Scott Weber, CPA, CCIFP; Jenna Andres, CPA; and Dennis Ulrich, CPA

 

 

Financial Institutions face a multitude of challenges. Having accountants who comprehend these industry shifts and can guide you through them is fundamental to your institution’s success. Scheffel Boyle is committed to helping you overcome your risk management and regulatory challenges while maintaining a competitive advantage in the ever-changing financial services and banking industry.

 

The Scheffel Boyle Financial Institutions Group understands your Financial Institution. We have been serving community banks, thrifts, and credit unions for decades. Our entire team is comprised of experienced Certified Public Accountants, which includes Marsha Bunyan, a former Illinois state bank examiner.

 

Our professionals will work with you, your organization, and Board of Directors to help provide a solid resolution to all of your financial, business, and regulatory needs.  Because of our inside knowledge of banking operations, we provide objective guidance and a trusted liaison with state and federal regulators.

 

We offer the following services to our financial institution clients:

 

Financial Audits  Accounting Services Directors'/Supervisory Exams
Benefit Plan Audits Completion of Federal & State Tax Returns Agreed Upon Procedures
Merger & Acquisition Consulting Business Succession Planning Retirement Planning
Internal Audit Assistance Operational Reviews of Internal Controls General Consulting

 

 

Scheffel Boyle is the largest locally owned and operated Southern Illinois accounting firm. With over 40 Certified Public Accountants, we have the size and broad scope of knowledge, training and experience needed to perform quality work for you. Because of our local roots, we have a vested interest in helping other community businesses succeed.

 

In addition to our own financial expertise, we are a member of the BDO Alliance USA Financial Institutions Industry Group. This means you will have direct access to a national network of firms and sophisticated professionals who focus on financial institutions. Through this association, our team also receives specialized training and educational materials for your industry, which means we bring nationwide expertise to your front door.

 

Contact our Financial Institutions Group today to learn how we can best serve you!

 

 


"The accounting and consulting services we have received from Scheffel Boyle have surpassed the credit union's expectations. Their staff is very professional and easy to work with. I can count on Scheffel Boyle to support us in meeting our accounting needs. I have worked with The Scheffel Companies for 30+ years and would recommend them to any organization needing an accounting and consulting firm."

 
Alan Meyer, President/CEO
1st MidAmerica Credit Union