For more than 30 years, Witt Mares has provided accounting, tax, and advisory services for financial institutions. As one of our core industry specialties, financial institutions have been a foundation of our business.
Our Financial Institutions Team consists of highly experienced professionals, with deep industry knowledge and a commitment to providing exceptional client service. From start up de-novo institutions looking to grow, to more complex multi-billion dollar institutions looking for a higher level of expertise, we provide a full range of services.
Services
Witt Mares stands ready to serve financial institutions with the following services:
- External Audit
- Tax Compliance
- SEC reporting
- IT Assurance
- Internal Audit
- Regulatory Compliance
- WolfPAC Integrated Risk Management
Team Members
- Brian Windley, CPA
Partner and Leader, Financial Institutions Team
(757) 627-4644
- James V. Poti, CPA
Partner, Audit and Assurance
(804) 323-0022
- Thomas B. Healy, CPA
Partner, Audit and Assurance
(804) 323-0022
- Harvey L. Johnson, CPA
Manager, Audit and Assurance
(757) 627-4644
One of the key components to Witt Mares' success is the commitment and dedication to first-hand knowledge of developments and changes in the financial institutions industry.
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