Andrew A. Marshall, CPA

Professional Background

Andy has been with Fortner Bayens since 2008, and a shareholder and Vice President since 2017. Andy has provided audit, accounting, tax and consulting services almost exclusively to financial institutions. He is responsible for designing and directing various audit, tax and advisory engagements.  Before joining Fortner Bayens, Andy spent two years in the audit department at a regional public accounting firm in Chicago, Illinois.

Areas of Experience and Expertise

• Financial Reporting for Financial Institutions - including financial statement audits, integrated financial statement and internal control audits, and directors’ examinations
• Internal Controls for Financial Institutions - including internal audits, FDICIA internal control readiness and testing engagements
• Income Tax Preparation for Financial Institutions - including C corporations and S corporation
• Interest Rate Risk and Liquidity Reviews

Certifications & Affiliations

• Certified Public Accountant, Colorado
• American Institute of Certified Public Accountants
• Colorado Society of Certified Public Accountants

Education