Credit Union and Financial Services

The Credit Union and Financial Services practice group serves credit unions, community banks, non-bank financial institutions, and insurance companies of all sizes.  Financial institutions that work with BMSS have come to expect a unique level of service and support. 

The professionals within our credit union and financial services practice group collectively have over 75 years of experience working with financial institutions and are currently serving many clients which constitute more than 3 billion in total assets.

We are committed to do everything we can to make your job easier and your financial institution more successful.  We provide hands-on, pro-active involvement from experienced, knowledgeable professionals who will invest the time required to understand your financial institution.

BMSS focuses on ensuring that each team member is kept up to date with any new or developing regulatory issues.  We utilize our understanding of the credit union and banking industries to provide you with insightful and constructive suggestions that can result in improved operations, management information, and operating and accounting procedures and controls.

BMSS is actively involved in the BDO Seidman Financial Institution Industry Group and League of Southeastern Credit Unions.

We regularly provide educational opportunities through industry related seminars and newsletters and keep you updated on new laws and regulations that affect you.

Save the Date - Credit Union Roundtable on September 29

• Opinion Audits
• Bank Secrecy Act Compliance
• Interim internal audit
• O.F.A.C Compliance
• Loan evaluation and reviews
• Merger and acquisition assistance
• Unrelated Business Income Tax (UBIT) planning
• Form 990 and Form 990-T compliance
• Other tax compliance issues and consulting

BMSS Credit Union and Financial Services Practice Group
Jack Knight
Michael Eanes
Cynthia Hudson
Scott Stevens
Matt Andrews
Brian Harney
Amy Stapler