The Smart Choice for Community Banks

Our Firm

Our firm was formed in 2003 to provide professional auditing and accounting services to financial institutions. Today our client base includes financial institutions in both South Carolina and North Carolina. We are experienced with regulatory requirements faced by financial institutions in the areas of information technology, electronic banking, and compliance and familiar with the most widely used banking core application systems. Our experience enables us to offer financial institutions quality services at a reasonable cost.

We also provide customized bookkeeping services to local small business – at your office!

Our Approach

We recognize that each financial institution and small business is different; and, therefore, its auditing and accounting needs are different. So, whether you’re a community bank or credit union looking for outsourced internal auditing or a small business with bookkeeping or other accounting needs, we’d like the opportunity to explore with you how we can meet your needs. We will meet with you to discuss your specific needs and determine the scope of services and range of fees to provide such services. Our experience in providing services to community banks, credit unions, and small businesses will aid us in determining the best approach to meet your needs and to meet regulatory expectations. Find out about our services for financial institutions, our assurance and bookkeeping services, or contact us with questions.

Our Team

Harriet Simpson
Holly Coker
Alicia Harrison
Jocelyn Henderson