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+ Banking & Financial Institutions

Banking and accounting are both relationship businesses - successful when creating, fostering and cultivating relationships with clients and referral sources. Like our financial institution clients, we appeal to clients that seek the resources and experience of a large accounting firm, but expect the service level of a local community organization.

Just as we turn to our bank for their experience and insight, bank professionals turn to Herbein + Company, Inc. for an array of services:

  • Accounting - Financial statement audits, employee benefit plan audits, projections, financial reporting
  • Tax - Preparation of tax returns, tax planning, representation before taxing authorities
  • Strategic Planning
  • Consulting - Internal audit, compliance reviews, asset based lending services, due diligence, mergers + acquisitions

 
Key Contact:



James A. Michalak, CPA
Email: jamichalak@herbein.com
Phone: 610-378-1175
Read Jim’s bio