Financial Institutions

As a financial institution executive, you know how extremely important it is to find professionals who will provide you with accurate and timely information and advice. At Macdonald Page, we have a thorough knowledge of the financial institutions industry and will learn your organization’s day-to-day operations to assist you with its growth and success.

Services

  • Projections of cash flow
  • Feasibility studies
  • Productivity evaluation
  • Internal control systems review
  • Audit services
  • Director’s and special examinations
  • Organizational planning
  • Review of lease and management agreements
  • Accounting and information systems
  • Assistance with policy formation and revision
  • Preparation of income tax returns
  • IRS informational returns
  • Personnel recruiting
  • Tax planning
  • Retirement planning
  • Evaluation of investment alternatives
  • IRS representation
  • Fraud auditing
  • Business Valuations

Financial Institutions

Mark Ayers has extensive experience serving financial institutions and automotive dealerships. Contact Mark at mwa@macpage.com.

 

 

Thomas Flood's areas of practice have focused on personal financial planning, and bank taxation issues.  Contact Tom at trf@macpage.com.

 

 

Patrick Nicholas has extensive audit and accounting experience with financial institutions, manufacturing, college, and other nonprofit organizations. Contact Pat at pjn@macpage.com.

 

Tom O'Donnell provides advisory, as well as traditional tax and accounting services to financial institutions, wholesalers, manufacturers, and employee benefit plans. Contact Tom at tod@macpage.com.

 

Brad Weller serves on the Firm's Accounting and Auditing Committee and his areas of concentration are credit unions, law firms, the lumber industry and related manufacturers and small business accounting and advisory services. Contact Brad at bmw@macpage.com.

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