Louise has practiced public accounting since 1999. She serves financial services companies, including SEC reporting banks, community banks, thrifts and mutuals, and also credit unions, alternative lending entities such as fintech lenders, and mortgage real estate investment trusts (REIT).
Louise has experience with initial public offerings, mutual to stock conversions, recapitalizations, and M&A of both private and SEC-reporting entities. She leads all stages of financial services audits, including engagement reviews, planning, fieldwork, and report preparation.
Theresa has practiced public accounting since 2007 and works in the firm’s Financial Services Practice and the Public Company & SEC Services group. She provides auditing, accounting, final reporting, and consulting services to various financial institutions and fintech companies, including SEC reporting companies.
Theresa’s experience managing audit engagements includes attestations on the effectiveness of internal controls, loan and credit quality analysis, and assisting clients with technical accounting issues and implementation of accounting policies and procedures.