Financial Institution Services

The PB&H Financial Institutions Audit Division incorporates a professional staff employing the latest procedures to provide accurate and timely service. A flawless report of the highest quality is of little use if not completed when you need it. Additionally, the professional staff warrants the accuracy of a report with his/her professional reputation. PB&H provides services to financial institutions in the Southwest Region. The firm currently provides assistance to numerous financial institution clients in varying capacities. Additionally, the firm assists accounting, auditing, and consulting with many complex holding company ownership situations. The professionals at PB&H are experienced in the routine auditing functions and receive bank specific training. Additionally, PB&H professionals have formal training in profitability consulting. This training combined with our experience enables the firm to develop substantive suggestions and recommendations to enhance the bottom line for financial institutions.

PB&H is able to provide the following services to financial institutions:

  • Financial statement audits
  • Regulatory compliance exams
  • Internal audits
  • Bank acquisitions and analysis
  • Loan reviews
  • Call reports - FR Y-9(s), FR Y-6(s)
  • Holding company formation/dissolution
  • Director's examinations - state and national banks
  • Bank information systems examinations
  • Franchise taxes
  • Federal income taxes
  • And more...just ask
  • The Financial Institutions Audit Division of PB&H also has the following professional affiliations:

  • Community Banking Advisory Network
  • American Institute of Certified Public Accountants
  • AICPA SEC Peer Review Quality Control Section
  • Texas Society of Certified Public Accountants
  • Certified Fraud Examiners
  • National Association of Forensic Accountants
  • Texas Bankers Assocation
  • Independent Bankers Association of Texas