Financial Institutions

Grow confidently with CRI’s depth of Financial Institutions expertise.

As a Top 25 accounting and advisory firm, CRI’s industry-specific knowledge provides community banks, credit unions, FinTech, mortgage lenders, and specialty finance organizations with the depth of expertise often found in global firms—with the hands-on client-centric approach typically associated with local providers. CRI’s Financial Institutions team strives to meet the highest standards set by the profession while also providing for a befitting level of autonomy at the local level, all the while helping your organization manage risk, adhere to regulatory compliance measures, and propel growth forward. Maintaining the skill set necessary for working in the financial institutions field is crucial. Our highly credentialed team of professionals participates in ongoing skill assessments and internal and external training relevant to their current and expected roles. The result is quality service delivery from partners who are accountable, agile, and responsive.

2024 Year-End Tax Planning

Watch CRI’s Year-End Tax Planning webinars to gain valuable insights for taxpayers navigating the complexities, obstacles, and tax policy changes that the 2024 tax year brings.

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HubSync Client Resources

We've partnered with HubSync to streamline how you collaborate with CRI! Check out our HubSync Frequently Asked Questions and other resources.

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Around Town

Learn more about where CRI professionals are speaking and sharing their expertise "Around Town."

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GASB & FASB Lease Compliance Tool

Our easy to use, cloud-based software caters to those business professionals looking for a hassle-free and cost-effective lease compliance experience.

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