Financial Services

Valuable Guidance

Numbers are so crucial in the finance sector, but they’re far from the only factor that determines your organization’s success. Few industries are as heavily regulated and competitive as financial services. Your organization may face immense challenges such as maintaining compliance, reducing risk, achieving profitability, and combating cyberattacks. Matching deep industry experience spanning 35 years with creative strategies uniquely tailored to your organization, our professionals can help with tax, assurance, and consulting solutions while uncovering timely opportunities for growth.

Who We Serve

Asset Management
Banks
Are you ready to tackle industry challenges and network with fellow banking professionals? Join us at our 2025 Annual Community Banking Conference.
2025 Annual Community Banking Conference
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Broker-Dealers
Credit Unions
Financial Services Consulting
The 2024 Risk Survey includes insight from US banks below $100 billion in assets.
2024 Risk Survey Report
Report
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Fintech
Mortgage Companies
Specialty Finance Companies
Financial services content hub.

Valued Industry Perspectives

Hundreds of financial institutions clients.
Hundreds of financial institutions clients.
Decades of bank experience.
Decades of bank experience.
Many of our professionals specialize in financial institutions.
Many of our professionals specialize in financial institutions.
We engage with key national, regional & state financial institution industry organizations.
We engage with key national, regional & state financial institution industry organizations.
Specialized consulting practice dedicated solely to financial services.
Specialized consulting practice dedicated solely to financial services.
We serve more publicly held bank holding companies in the west than any other firm.
We serve more publicly held bank holding companies in the west than any other firm.
2025 Annual Community Banking Conference

2025 Annual Community Banking Conference

Network with leaders, explore trends, and stay ahead of industry changes with insights from our 2025 Annual Community Banking Conference.

Learn more

Featured Resources

Market leaders emerged in fintechs for record-breaking tallies in 2021 exceeding $100 billion in aggregate deal value.

Report
2024 Fintech Investment Report
Gain insights into fintech investment trends across the three asset classes with our 2024 Fintech Investment Report.
Article
2025 Financial Services Outlook
Here are emerging trends to watch in 2025, including artificial intelligence, mortgage interest rates, and fintech developments.
WebPage
2024 Risk Survey Report
The 2024 Risk Survey includes insight from US banks below $100 billion in assets.
Guide
FDICIA Reporting Guide
Larger financial institutions are reevaluating their internal control structure due to new requirements under SAS 130. Learn how it affects you.
Guide
Cybersecurity Guide
Our cybersecurity guide details evolving cyberattack methods and how to assess your weaknesses and secure them.
Guide
CECL Accounting Guide
Benchmark your organization’s transition to the standard with trends from financial institutions across the nation.
Guide
Lease Accounting Guide
Learn to adapt your leasing arrangements based on the Accounting Standards Update 2016-02, Leases.
WebPage
Bankers’ Index Report
The Bankers’ Index Report is a summary analysis of community banks by state.
WebPage
Credit Unions Index Report
The Credit Union Index is a summary analysis of credit unions by state.

    Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.