The Financial Services Group constantly brings fresh ideas to our clients. By maintaining close contact throughout the year, we are able to develop new opportunities provided by the ever changing world of finance.

The following is a partial list of services we offer.

BUSINESS CONSULTING

• Audit Committee training and corporate governance
• Mergers and acquisitions
• Formation of Mutual and Stock Holding Structures
• Disaster recovery and business continuity planning
• Information technology audits and analysis
• Financial modeling
• Recruiting CEOs and CFOs
• Development of policies
• Computer systems for in-house processing and mortgage tracking
• Capital improvements feasibility studies
• Interest rate risk analysis and reporting
• Compliance with regulatory orders
• Bank performance benchmarking
• Activity based analysis
• Growth strategies and capital adequacy
• Branch expansion feasibility studies
• Facilitating Director/Officer planning retreats
  

TAXATION

• Preparation of federal and state tax returns (bank and subsidiaries)
• Tax implications of mergers and acquisitions
• Employee benefits plans
• Executive compensation
• Structuring transactions for favorable tax benefits
• Estate/retirement planning
• Tax projections for special transactions
• Quarterly tax planning reviews
• Tax benefits planning for wholly-owned investment subsidiaries

AUDITING AND ACCOUNTING

• Audit of financial statements
• SOX 404 and FDICI internal control testing
• Independent compliance reviews
• Accounting system design
• Call report preparation
• Implementation of financial accounting standards
• Financial reporting systems
• Budget reporting systems
• Special analyses

FURTHER INQUIRIES CONTACT
David St. Yves, CPA
dstyves@pmn.com
617.426.9440

Judy Javidpour, CPA
jjavidpour@pmn.com
617.426.9440