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E. Shane Satterly, CPA
Partner
(859) 514-7800
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Our Business Encompasses More Than You May Realize

We can assist with strategic planning, compliance examinations, internal auditing loan review, business valuation, employee benefit consulting and information technology consulting.
We also understand that few businesses today are as heavily regulated as financial institutions and other financial service companies. We keep abreast of the ever-changing regulatory environment that impacts your industry.

We have experience with financial institutions, mortgage companies, insurance companies, investment funds and other financial service companies of various sizes and operating environments throughout this region. We are able to call upon the national resources of the American Institute of CPAs for current technical developments in the financial services industry.
Specialized Services - for more information contact us
  •  Audit & examination services
  •  Business valuation services
  •  Directors’ examinations
  •  Earnings enhancement/profitability studies
  •  Employee benefit
     consulting/retirement planning
  •  Estate tax planning
  •  HUD compliance services
  •  Interest rate risk management
  •  Internal audit outsourcing
  •  Investment portfolio analysis
  •  Loan review & credit administration
  •  Investment portfolio analysis
  •  Loan review & credit administration
  •  Personal financial planning
  •  Regulatory compliance examinations
  •  SEC compliance services
  •  Strategic planning
  •  Succession planning
  •  Systems and Information
     technology consulting
  •  Tax planning & compliance services