Banks
Competitive banks nimbly adapt to industry changes every year. CLA helps banks equip themselves for the challenges of the future.
What’s on your mind?
Download our bank brochure to learn how our services can help impact the future of your bank.
- Risks regarding capital, liquidity, and interest rates
- Problem-asset management
- Tax planning and compliance
- Regulatory compliance
- Safeguarding customer information
- Electronic services administration
A unique approach
CLA provides audit, tax, and consulting. We help you monitor your progress, evaluate your results, and compare your financial position to your competitors. We analyze potential scenarios so you can develop a comprehensive plan for your future.
Our team of industry professionals dedicate 100 percent of their time to serving banks. Our service philosophy is based on strong client relationships, responsive personnel, and timely service. We have the resources of a national firm, with a local approach that ensures that you receive the high quality, personal service.
Thought leadership and industry information
We regularly publish thought leadership to keep clients and friends of the firm informed of top issues affecting banks. Be in the know by reading our blogs about residential mortgage compliance and industry updates for financial institutions.
Services for banks
Industry-specialized services
- PPP Loan Forgiveness Assistance
- Asset liability model validation
- Back office co-sourcing solutions
- FDICIA compliance
- Loan review
- Loan portfolio analysis
- Outsourced credit analysts and loan review personnel
- Project management
- Risk governance
- Regulatory compliance
- SAFE Act independent testing
Audit, tax, and consulting
- Affordable Care Act reporting and compliance
- Audit and assurance, including certified audits, directors’ examinations, and internal control attestation
- CECL modeling and accounting
- Employee benefit plan audit, tax, and consulting
- Enterprise risk management
- Fixed asset study
- Forensic accounting and fraud investigation
- Forensic auditing
- Fraud risk management
- M&A advisory and investment banking
- Talent solutions
- Tax planning and compliance
- Transaction support
- Valuation
- Wealth advisory
IT outsourcing services
Mortgage advisory services
- Mortgage compliance
- Federal and state disclosure compliance
- HMDA-LAR compliance assessments
- MERS annual report assistance
- Mortgage quality control
Merger and acquisition services are offered through CliftonLarsonAllen Wealth Advisors, LLC, member FINRA and SIPC.
Recommended contacts

- Charlie Cameron
- Managing Principal of Industry

- Neil Falken
- Principal

- Mark Gillett
- Principal

- David Heneke
- Principal

- Joshua Juergensen
- Principal

- Scott Klitsch
- Principal

- Scott Lively
- Principal

- Tim Malecha
- Principal

- Jerry McMillon
- Managing Principal of Office

- John Moeller
- Principal

- Brian Pye
- Principal

- Randall Romes
- Principal

- Todd Sprang
- Principal