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Financial Services

Providing tailored solutions in a dynamic environment

Financial services institutions such as banks, mortgage banks, finance companies, and fintech often require guidance in navigating complex accounting standards, rapidly changing business models and technology, and evolving regulations. Calvetti Ferguson is ready to take on the specific challenges of these different institutions with an experienced team and tailored solutions. With a comprehensive list of accounting, advisory, assurance, tax, and technology advisory services – Calvetti Ferguson helps those in the industry remain agile, stay compliant, mitigate risk, and achieve overall business goals.

We understand that no two lenders or fintech are the same. Our team of professionals has an extensive background working with regional banks, fintech, community banks, mortgage banks, and finance companies of all sizes. Depending on your unique situation, we offer a wide range of services from tax planning for fintech startups to SOX and technical accounting support for global lenders.  Our diverse service offerings in tax planning and compliance, accounting advice, risk, controls, and compliance consulting, M&A transaction advisory and due diligence, financial statement audits, cybersecurity assessments, and more, mean that we’re ready to help with your growth ambition or your regulatory readiness and responsiveness and everything in between.

Calvetti Ferguson is focused on supporting the financial services industry with an intentional and tailored approach to helping your company succeed.

Contact us

Calvetti Ferguson works with middle-market companies, private equity firms, and high-net-worth individuals nationwide. Regardless of the complexity of the compliance, assurance, advisory, or accounting need, our team stands ready to assist you. Please complete the form below, and we will follow up with you shortly.