Services for the financial services industry 

Financial services

The financial services practice at Baker Tilly specializes in meeting the needs of clients in banking, insurance, asset management, and capital markets. From proactive tax planning to operational improvements, our team delivers the deep knowledge and insight needed to help meet your biggest challenges and greatest opportunities.

Services we offer financial services organizations:

>Accounting and assurance> Management consulting
>Risk services> Search and staffing
>Internal audit> Tax


Contact our financial services industry team > 

 

 

Baker Tilly Spotlight

Service organization webinar series 
  
View the recorded webinars:
 
> SSAE 16: Lessons learned   
> Understanding SOC 2
> Understanding SOC 3

Manufacturing LeaderIndustry Leader
Christine Anderson
414 777 5593  |  
E-mail Christine

 

Featured news and insights for financial services

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Financial Services Topics

More insights >

Proposed federal legislation, as well as a recent presidential executive or >
Articles
New mortgage rules recently released by the Consumer Financial Protection B >
Articles
The Committee of Sponsoring Organizations of the Treadway Commission (COSO) >
Articles