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Financial Statement Audits and Directors Examinations

Choose the services that meet your specific needs: 

  • Financial statement audits - whether individual institution, parent company, consolidated, or combinations of these.

  • Integrated financial statement and internal control over financial reporting audits.

  • Directors' Examinations.

  • Reviews and compilations.

Why Fortner Bayens?

Our experience is unmatched.

  • We have been serving financial institutions since 1977, focusing almost exclusively on this niche.
  • Our shareholders average more than 20 years' experience in public accounting for financial institutions, banking, or a combination of both.
  • Our experience covers audit, accounting, taxation, credit, regulatory compliance, operations and information security - enabling us to apply a broad and experienced viewpoint to each situation.

We differentiate ourselves through the expertise and accountability of the engagement team.

  • Our shareholders and financial institution specialists are actively involved in each phase of engagements from start to finish, and  you will have direct and ongoing contact with the engagement partner.
  • We do not charge for reasonable phone calls and consultations.

We promote a free flow of communication between the Board, Audit Committee, management and ourselves.

  • Planning with management, the Audit Committee and the Board of Directors prior to on-site work.
  • Meeting with you at the conclusion of each phase of the engagement to discuss engagement status, present our findings and present practical recommendations and ideas for improvements.
  • Preparing written reports at the engagement's conclusion to summarize our procedures, findings and recommendations.
  • Meeting with the Audit Committee or Board of Directors in the both the planning and completion phases of the engagement, as well as other times as requested.

We leverage the results of other services provided to you to reduce cost and create efficiency.

Leverage Your Financial Statement Audit or Directors Exam

  • Income tax services - Tax preparation and advisory services from the same team performing your engagement, supported by our tax practitioners.

  • Internal audit services - comprehensive review and testing of internal controls, integrated with your engagement.

  • Loan review - in depth review of loan files, underwriting and administration practices, with an expanded scope and reporting.  Allowance for credit loss model validations.

"We truly do appreciate our partnership with your firm and are glad we made the change."

Community Bank, Washington

Explore other services we offer

Regulatory Compliance
Audit, examination and advisory services covering regulation compliance, CFT/AML (BSA), ACH and more.
IT Security and Information Risk Management
Assess and audit your IT and information security practices - general IT, GLBA, external & internal penetration testing, cybersecurity and more.
Employee Benefit Plan Audits
Financial audits for your 401(k), ESOP and retirement plans.
Trust and Fiduciary Services
Directors examinations and fiduciary attestations. Tax return preparation.

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