Financial Services & Institutions

Let us become your strategic partner.

At BMSS, we recognize the many things that make financial institutions unique. The value we can provide to our clients is demonstrated through our long-term relationships, caring and thoughtful guidance and technical expertise. We are committed to assisting our clients with compliance with IRS as well as federal and state regulations in order to help each institution best serve their customers and/or members. Service is not just a word for our team. Service is our work in action.

Get In Touch

Callahan & Associates recognized BMSS as the
#1 Credit Union Audit Firm by Market Share in Alabama!

Our Solutions

We are adept in navigating the intricate financial terrain, delivering tailored solutions to you to assist with compliance, enhancing efficiencies and opening avenues for growth.

Opinion Audits

Let us help you meet your regulatory requirements by providing an opinion audit.
IRS Reporting

We are committed to keeping you in compliance with your federal and state tax returns, tax notices and other filings.
Agreed-Upon Procedures

When you need an accounting firm to provide you with Supervisory Committee, Bank Secrecy Act or ACH exams, we have an experienced and efficient team to help with these requirements.
Consulting

If you need assistance with an accounting issue, mergers or a valuation, we have the right professional for you.

The BMSS Difference

In an ever-changing industry, let our team of professionals help you stay informed.

Whether it’s providing audit or tax services, or helping you implement a new accounting standard, our professionals are there to help bring you peace of mind that your accounting matters are being handled expertly and efficiently. With a proven track record of delivering precise audits, strategic financial planning and regulatory compliance solutions, we empower financial institutions to navigate complex challenges with confidence and optimize performance in an ever-evolving market landscape.

Experience

BMSS partners with a diverse range of financial service institutions, including credit unions of varying sizes and complexities. We serve clients throughout Alabama, Mississippi, Georgia and the broader Southeast, providing tailored accounting and advisory services to meet their evolving needs. Because of our commitment to building lasting relationships and providing exceptional service, many of our clients have trusted us with their accounting and auditing needs for more than 20 years. In addition to providing agreed-upon procedures, including Supervisory Committee and BSA audits, financial statement audits and consulting, our team offers specialized expertise in Unrelated Business Income Taxation, helping credit unions navigate this important area with confidence.