How can we help?

Where to find us

726 Exchange Street, Suite 822
Buffalo, NY 14210
Phone: 716-854-5034
Fax: 716-854-7195
 

Banks & Credit Unions

Our CPAs have the expertise to give you sound peace of mind.

Banks and credit unions of all sizes face challenges.  At BS&P, we can help you.  For decades, the CPAs at Brock, Schechter & Polakoff have worked with banks and credit unions throughout Western/Upstate New York. We offer a broad range of services including:

  • Financial statement audits, reviews and compilations
  • Tax planning, preparation and compliance
  • Loan portfolio analysis and credit review services
  • Supervisory examinations
  • Biannual loan, share and credit card confirmation
  • Quarterly closed account confirmations and sundry supervisory committee procedures
  • Bank Secrecy Act and Automatic Clearing House Policy compliance reviews
  • Review and assessment of internal control systems
  • Internal auditing services
  • SOC 1 (SSAE 16), SOC 2 and SOC 3 engagements

BS&P works closely with our banking and credit union clients every step of the way and pride ourselves as being a trusted advisor for all of their business needs.

Meet the experts

Melissa Stevener
Melissa Stevener