skip to main content
X
Arrow Left
Arrow Right

INDUSTRIES

FINANCIAL SERVICES

We put our decades of audit, tax, and advisory experience to work for banks, credit unions, broker-dealers and investment advisors. We understand the challenges that financial institutions face in today’s fast-paced regulatory environment. In addition to traditional accounting services, our cutting-edge cyber security consultants work with you to safeguard your digital security and give your customers peace of mind when it comes to identity and asset protection.

CAPABILITIES

Our trusted advisors understand what you’re up against and we know your industry. Ever-changing regulations. Capital challenges and compliance demands. We help you leverage new technology and stay competitive with customized, effective solutions. We take a proactive approach to ensure the long-term financial health of your organization.

We go beyond standard audit services for banks, keeping abreast of new accounting practices, regulatory updates, and evolving technical principles. We help broker dealers clearly navigate the constantly evolving rules for transparency and compliance in any situation.

OUR PROFESSIONALS

PATRICK FARRELLY

Principal, UHY LLP
Albany, New York

PATRICK FARRELLY

Principal, UHY LLP

CHUCK NORMAN

Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan

CHUCK NORMAN

Partner, UHY LLP
Managing Director, UHY Advisors

JUNE KIM

Principal, UHY Consulting
Atlanta, Georgia

JUNE KIM

Principal, UHY Consulting

DAVID BARTON

Managing Director, UHY Consulting
Atlanta, Georgia

DAVID BARTON

Managing Director, UHY Consulting

JILL STARRS

Managing Director, UHY Advisors
St. Louis, Missouri

JILL STARRS

Managing Director, UHY Advisors

MICHAEL BURKE

Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York

MICHAEL BURKE

Partner, UHY LLP
Managing Director, UHY Advisors

LARRY JOURDEN

Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri

LARRY JOURDEN

Partner, UHY LLP
Managing Director, UHY Advisors

CARRIE SCHRADER

Principal, UHY Advisors
Sterling Heights, Michigan

CARRIE SCHRADER

Principal, UHY Advisors

CYNTHIA SCHEUER

Managing Partner, UHY LLP
Managing Director, UHY Advisors
Albany, NY

CYNTHIA SCHEUER

Managing Partner, UHY LLP
Managing Director, UHY Advisors

JODY LURK

Principal, UHY LLP
St. Louis, Missouri

JODY LURK

Principal, UHY LLP

RICHARD PETERS

Principal, UHY Consulting
Houston, Texas

RICHARD PETERS

Principal, UHY Consulting

HAROLD BURNS

Partner, UHY LLP
Managing Director, UHY Advisors
Sterling Heights, Michigan

HAROLD BURNS

Partner, UHY LLP
Managing Director, UHY Advisors

CHAD KIME

Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan

CHAD KIME

Partner, UHY LLP
Managing Director, UHY Advisors

MARIAN SHAW

Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York

MARIAN SHAW

Partner, UHY LLP
Managing Director, UHY Advisors

ALEX ZHANG

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

ALEX ZHANG

Partner, UHY LLP
Managing Director, UHY Advisors

JAMES BAUTERS

Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan

JAMES BAUTERS

Partner, UHY LLP
Managing Director, UHY Advisors

JIE CHEN

Principal, UHY Advisors
New York, New York

JIE CHEN

Principal, UHY Advisors

VICTOR HIEKEN

Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri

VICTOR HIEKEN

Partner, UHY LLP
Managing Director, UHY Advisors

COREY MASSELLA

Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York

COREY MASSELLA

Partner, UHY LLP
Managing Director, UHY Advisors

HOWARD FOOTE

Office Managing Partner,
Capital Region, UHY LLP
Managing Director, UHY Advisors
Albany, New York

HOWARD FOOTE

Office Managing Partner,
Capital Region, UHY LLP
Managing Director, UHY Advisors

JOHN BAUTISTA

Managing Director, UHY Advisors
New York, New York

JOHN BAUTISTA

Managing Director, UHY Advisors

MICHAEL POVEDA

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

MICHAEL POVEDA

Partner, UHY LLP
Managing Director, UHY Advisors

KANE POLAKOFF

National Practice Leader for Client Accounting Advisory Service (CAAS), UHY Advisors
Farmington Hills, Michigan

KANE POLAKOFF

National Practice Leader for Client Accounting Advisory Service (CAAS), UHY Advisors

STEVEN WENDLING

Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri

STEVEN WENDLING

Partner, UHY LLP
Managing Director, UHY Advisors

MICHAEL HEILMAN

Principal, UHY Consulting
Atlanta, GA

MICHAEL HEILMAN

Principal, UHY Consulting

CHUCK SOCKETT

Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York

CHUCK SOCKETT

Partner, UHY LLP
Managing Director, UHY Advisors

NORMAN COMSTOCK

Managing Director, UHY Consulting
Houston, Texas

NORMAN COMSTOCK

Managing Director, UHY Consulting

CINDY HANNAFEY

Managing Director, UHY Consulting
Atlanta, Georgia

CINDY HANNAFEY

Managing Director, UHY Consulting

ADDITIONAL CAPABILITIES

Audit & Assurance

Our audit and assurance services help you get to know your business even better and on every level. We work with you to help you meet assurance demands. Our audits provide essential insights into the current state of your business and help you to envision and plan a stronger future for your organization.

Learn More

Tax

Tax laws can be complicated, but we understand them inside and out. Business or personal, our substantial industry experience and invaluable insights to empower you to take control of your taxes. Trust us to ensure you’ll never pay more than your fair share of taxes when you work with us.

Learn More

Consulting

Our consultants collaborate with you to develop and execute specialized solutions uniquely tailored to your unique situation,through our specialized consulting services, we help you optimize profitability and growth, improve workflow and processes, identify and implement technologies, manage risk and compliance, and more.

Learn More

Advisory

Our specialty-trained team of advisors work with clients to ensure success in various business needs, including Transaction Services, Corporate Finance, Client Accounting Advisory Services, and International Business Services. We work with you every step of the day to ensure your company is receiving and utilizing to best information and tools to achieve success.

Learn More
Hide Firm Disclaimer

©2020 UHY LLP. ALL RIGHTS RESERVED.

UHY LLP is a licensed independent CPA firm that performs attest services in an alternative practice structure with UHY Advisors, Inc. and its subsidiary entities. UHY Advisors, Inc. provides tax and business consulting services through wholly owned subsidiary entities that operate under the name of "UHY Advisors." UHY Advisors, Inc. and its subsidiary entities are not licensed CPA firms. UHY LLP and UHY Advisors, Inc. are U.S. members of Urbach Hacker Young International Limited, a UK company, and form part of the international UHY network of legally independent accounting and consulting firms. "UHY" is the brand name for the UHY international network. Any services described herein are provided by UHY LLP and/or UHY Advisors (as the case may be) and not by UHY or any other member firm of UHY. Neither UHY nor any member of UHY has any liability for services provided by other members.

On this website, (i) the term "our firm", "we" and terms of similar import, denote the alternative practice structure conducted by UHY LLP and UHY Advisors, Inc. and its subsidiary entities, and (ii) the term "UHYI" denotes the UHY international network, in each case as more fully described in the preceding paragraph.