BMF Named a 2021 Best of the Best Firm!

We have again been named to the IPA’s 2021 Best of the Best Firms list, which recognizes the highest-performing firms within the accounting profession.

Valuable Guidance

Financial institutions of all shapes and sizes face complex challenges. In an era of consolidation, regulation, diversification, and intense competition, financial institutions need specialized assurance services, tax strategies, and business consulting solutions now more than ever. We provide valuable guidance to over 350 financial institutions across North America with personal attention and proactive service. These entities include:

  • Community Banks
  • Credit Unions
  • Public Banks
  • Brokers/Dealers
  • Insurance Companies
  • Mortgage Brokers

We can help you navigate challenges, reduce organizational risk, and take advantage of key opportunities for growth.

Need an ally who understands the financial complexities of your business?

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Public Banks

BMF has extensive experience providing a wide range of services to SEC-registered banks as well as public companies in other industries. Currently, we serve several public banks, each with assets exceeding $1.9 billion.

More SEC Services

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How We Help 

  • Quarterly and annual tax accounting
  • Tax return preparation
  • FAS 109 tax provision calculations
  • SOX 404 remediations in tax accounting
  • Outsourced tax compliance and planning
  • Tax Director
  • Audit and assurance services
  • Special banking mortgage audits
  • Loan compliance reviews
  • Industry profiles and current data available through industry research software


Practice Leaders

James M. Bowen


James E. Merklin




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Awards We've Won

Accounting Today RL 21
2020 IPA TOP 200 Firms
IPA 2021 Best of the Best
Best of accounting 2021 client satisfaction