Financial Institution Services
A Trusted Partner for Compliance, Strategy and Growth
Helping you maximize advantages, minimize risk, and increase profitability.
Tackling the Challenges Most Important to You
Pinion financial advisors are experts in regulatory compliance, lending and loan administration, operations, and internal controls.
Each team member (*CPAs, consultants, and former bankers) bring 10+ years of industry experience. Together, we help nearly 150 financial institutions across the U.S. to:
- Build strategic plans for growth and success
- Minimize risk with planning and management
- Attain reliable, accurate internal and financial statement audits
- Tackle merger and acquisition issues
- Gain peace of mind by proactively addressing regulatory requirements
- Maximize tax advantages
- Cultivate a stronger, well-functioning management team
Staying Ahead of Complexities and the Competition
Financial institutions are facing more hurdles today than ever before with complex and evolving regulations. Leverage Pinion’s team of industry specialists to stay agile and informed.
We help financial institutions navigate intricate challenges to ensure your profitability, sustainable growth, and compliance.
“What sets Pinion apart is their ‘all-access’ approach to our relationship.
Their dependability is second to none for everyone within our bank — from IT to HR. Their responsiveness, research, and solutions surrounding the complexities our bank structure presents has instilled complete confidence and trust from the Board and stockholders, as well as myself, so that I have more time to focus on other areas of the bank.”
-Randy Tegethoff, CPA, President/CFO/CIO, The Citizens State Bank
Services Tailored to the Financial Services Industry
Pinion’s experienced former-bankers, CPAs, and business consultants leverage their experience to help you stay on top of the ever-changing financial services industry.
We offer specialized services in several areas.
Audit and attest services
FDICIA readiness assessments and consulting
Tax consulting
Regulatory compliance and reporting
BSA/AML consulting
Internal audit
Merger & Acquisition consulting
IT consulting
Human resources consulting and training
CFO outsourcing
Risk management
Strategic planning and succession
Get updates on financial, strategic, and operational best practices straight to your inbox.
Recent Insights for Financial Institution Leaders
The IRS issued an increase in the standard mileage rates for business travel, effective January 1, 2025. While the IRS states that standard mileage rates
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Fuel Your Business
Comprehensive Advisory Services
There are many moving parts to any business. Complex industry regulations, tax compliance, managing large teams, the list goes on.
Pinion blends industry research and resources to give you access to strategic consulting, innovative approaches, and valuable insights that target every aspect of your business.
Accounting Solutions
Capture accurate accounting data and advisory and alleviate compliance and back office challenges so that you can tend to what matters most.
Operational Management
Alleviating office challenges so that you can tend to what matters most. Professional support and technical expertise to drive your business forward.
Tax Strategy & Assurance Services
Specialists in understanding market challenges, tax law, and compliance needs.
Our experienced advisors take a risk-based approach to every engagement — zeroing in on your unique challenges, complexities, and concerns.
Financial Strategy
Strategic analysis and guidance to navigate transaction deals, satisfy stakeholder needs, and make long-term decisions.
Succession Planning
Navigate tough business decisions, family discussions, and entity transitions. Expert estate and gift tax knowledge, trust guidance, long-term goal setting and risk management.
Connect With a Financial Institutions Advisor
As a trusted partner to nearly 150 financial institutions across the U.S., we are dedicated to setting up your institution for long-term success and growth.
Connect with us to enhance your financial, strategic and operational strategies
Contact Sandy
Sandy Sporleder, Lead Advisor – Financial Institutions
*Attest services are provided by KCoe Isom, LLP, a licensed CPA firm.