About Partners Contact Client Portal
LinkedIn Twitter
Services Industries Insights & Events Careers & Culture
Insights & Events

Services

RubinBrown specializes in providing a comprehensive range of services to meet business and personal needs. Whether you require expert tax, strategic business consulting, audit services or more, RubinBrown's team of experienced professionals are here to support you.

View All Our Services
Assurance Services
Benefit Plan Audit Services Public Company Services SOC Examinations, IT Audit, & Third-Party Risk
Consulting Services
AI & Data Services Business Process Improvement Services Business Restructuring & Bankruptcy Services Cyber Security Services Environmental, Social and Governance Services Independent ERP Selection Consultants Fraud & Forensics Healthcare SOC Examinations, IT Audit, & Third-Party Risk Information Technology Services Litigation Services Mergers & Acquisitions Services Risk & Internal Audit Services Valuation Services
Entrepreneurial Services
Outsourced Accounting & Advisory Services
Tax Services
Federal Tax Services Private Client Services Credits & Incentives Services State & Local Tax Services
Wealth Management Services by RubinBrown Advisors RubinBrown Corporate Finance

Industries

At RubinBrown, we bring experience across a range of industries. Our experience enables our professionals to offer tailored solutions catering to the intricacies of each sector. Our professionals have years of focused engagement and skills, allowing them to navigate industry-specific challenges to benefit our clients.

View All Our Industries
Colleges & Universities Construction Financial Institutions Gaming Healthcare Law Firms Life Sciences & Technology Manufacturing & Distribution Not-For-Profit Private Equity Public Sector Real Estate Transportation & Dealerships

Careers & Culture

At RubinBrown, we are inspired team members, working as one firm, living our core values, and Being Our Best for Others while delivering totally satisfied clients. We invite you to learn more about the Firm's culture, the Be Your Best for Others mentality, and explore the available opportunities at RubinBrown.

Discover Our Culture
Baker Tilly International Campus Recruiting Diversity & Inclusion Experienced Recruiting RubinBrown Charitable Foundation Join The Team
Back to Industries

Financial Institutions

The banking industry is one of the most regulated and challenging industries. Whether helping you manage and mitigate regulatory risk, credit risk, strategic risk or other risks, RubinBrown works with an organization’s management team to help overcome the growing industry challenges.

Financial Institutions

The banking industry is one of the most regulated and challenging industries. Whether helping you manage and mitigate regulatory risk, credit risk, strategic risk or other risks, RubinBrown works with an organization’s management team to help overcome the growing industry challenges.

The banking industry is one of the most regulated and challenging industries.


Whether helping you manage and mitigate regulatory risk, credit risk, strategic risk or other risks, RubinBrown will work with an organization’s management team to help overcome the growing industry challenges. Through leveraging the personal relationships we’ve built over time and providing the industry-specialized expertise traditionally only found with larger firms, we create a quality client service experience.
Each bank’s strategic goals are different, so we believe in taking a practical approach and providing a tailor-made solution to fit your circumstances. Over time, your bank’s strategic goals and needs may change, and we are positioned to help you succeed in the current and future environment.

We provide customary audit and tax services to publicly traded and privately held community banks to help them fulfill requirements. Due to our team’s depth of industry knowledge and expertise, skill, and track record of providing quality service, community banks look to us to provide value-adding insights to their organizations.
 

Key Services

  • Financial statement audits
  • HUD audits
  • Internal control audits (SOX 404 & FDICIA)
  • Employee benefit plan audits
  • Loan review services
  • Internal audit services
  • Risk assessment services
  • Asset liability management assessments
  • Liquidity and funds management assessments
  • FDICIA & SOX 404 implementation
  • FDICIA & SOX 404 compliance testing
  • Financial statement preparation
  • Outsourced accounting
  • Merger & Acquisition consulting
  • Deal structuring and post-transaction consulting
  • Start-up assistance & filings (including de-novo)
  • Process redesign and optimization plans
  • Policies and procedures development
  • Strategic planning
  • Cyber Security Health Check for Financial Services
  • Annual Cybersecurity Assessments using NIST CSF, CIS, or CRI
  • Virtual and Interim Chief Information Security Officer (vCISO) Services
  • Virtual and Interim CIO and CTO services
  • Penetration Testing
  • Data Flow Diagram Support
  • Disaster Recovery and Incident Response Tabletop Exercises
  • PCI DSS Consulting and Assessments
  • Business Process Engineering and Automation
  • Enterprise Solutions Consulting and Support
  • AI & Data Services
  • Federal and state tax return preparation
  • Preparation and/or review K-1 allocation schedules
  • Deferred tax and provision calculation (tax accrual)
  • Tax planning
  • Merger & Acquisition consulting
  • Deal structuring & post-transaction consulting
  • Compensation planning
  • Research & project assistance

Contact Us

Industry Lead

P. Jason Ricciardi, CPA, CGMA Partner jason.ricciardi@rubinbrown.com 615.589.6019

Be Your Best for Others at RubinBrown

At RubinBrown, our firm fosters a culture built upon five vision points, and are guided by our philosophy of Being Our Best for Others. Discover how you can be your best at RubinBrown today by visiting our Careers & Culture Overview for available opportunities and more.

Discover Our Culture

Join Our Mailing List

RubinBrown periodically sends breaking regulatory updates, technical summaries, industry-specific information and event (in-person and virtual) invitations through electronic newsletters.

Sign Up for Our Communications
1-800-678-3134 Certified Public Accountants & Business Consultants

Ranked a Top 50 Accounting Firm by Inside Public Accounting

Firm News Disclaimers Privacy Policy Client Payment © 2026 RubinBrown LLP
RubinBrown Executive Recruiting RubinBrown Advisors RubinBrown Corporate Finance