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Keeping Bankers in the Black

To be a successful banker, you need to keep one eye focused on your customer, and one on profitability — which can be as challenging as it sounds.

Banking is a major specialty of YHB… in fact, you might say we’ve invested a lot in the industry. Serving as a trusted, proactive advisor, we provide audit and tax services to over 35 financial institutions, ranging from start-ups to multi-bank, regional holding companies. To help them grow, we are actively involved in stock offerings, SEC registration statements and mergers and acquisitions. What’s more, we have developed close working relationships with many of the major regional law firms and investment bankers that work with community banks, allowing us to offer even more effective solutions and services.

Our Services

  • Audits
  • SEC Filings
  • Tax Planning & Preparation
  • Internal Audits
  • Loan Review
  • New Financial Institution Formation
  • Mergers & Acquisitions
  • Regulatory Assistance
  • Information Technology Audits
  • Trust Department Examinations

 

We Have Connections

Because we have been involved in the community banking field and its professional associations for years, our leadership and staff are well aware of all the accounting and tax issues facing the industry. Through our involvement with these organizations, we provide our clients with access to a nationwide network of firms specializing in banking services. Members of our staff have been recognized as Certified Bank Auditors (CBA) and are members of the National Society of Certified Bank Auditors. To remain current on all the tax, accounting and SEC issues facing our clients, our staff members regularly attend seminars sponsored by the American Institute of Certified Public Accountants and other organizations. We are also active members of the following organizations:

  • Bank Administration Institute
  • Community Banking Advisory Network
  • Maryland Bankers’ Association
  • Virginia Association of Community Banks
  • Virginia Bankers’ Association

 

Bank Group
Kimberly P. Belcher, CPA – Principal
Jeffrey L. Everly, CPA, CBA – Principal
David M. Frazier, CPA, CBA – Principal

Thomas L. Milburn , CPA – Principal